Use Agency Mode
Operate a multi-client portfolio from one agency subscription—own client accounts, accept delegated mandates, and switch companies without mixing data.
Topic
Agency, Billing & Account
Plans, subscriptions, agency mode, and account settings.
Manage Delegated Companies
Handle delegation requests, active mandates, and revocations when a Business client shares account management with your agency.
Manage Your Trial and Subscription
Start your 30-day trial, convert to a paid plan, update payment details, and adjust seats without losing company data.
Cancel or Delete Your Account
End a subscription responsibly, understand data impact, and remove users or companies without trapping delegated clients or teammates.
Understand Plans, Subscriptions and Billing
Learn how CntX plans, trials, Stripe subscriptions, seats, and usage quotas map to your company—and what changes when you upgrade, invite users,…
Need a walkthrough?
Talk about your use case and we’ll help you map CntX to your workflow.