Your free allowance, and what happens when it runs out

Most of NerdCRM is free for up to 5 users. Three features are paid, and each one comes with a free allowance so you can try it properly before you decide:

Feature	Free allowance
Call recording	100 recordings
WhatsApp outreach	100 outbound messages
Cold email outreach	300 outreach emails

The allowance is one-time per organization, not monthly. It’s there so you can see the feature work on your own data before paying — not as a recurring free tier.

What counts against it

Only things that actually leave the building, and only while you’re on the free plan:

• Call recording — one unit per recording stored. Re-uploading a recording we already have costs nothing.
• WhatsApp — one unit per outbound message. Messages your contacts send you are free, and so are your replies inside the 24-hour window.
• Cold email — one unit per recipient. Campaign sends and follow-ups count. Replies you send from the outreach inbox do not — once a prospect writes to you, continuing that conversation is free.

Ordinary CRM email — password resets, activity reminders, KAM report digests — is never counted.

What happens at the limit

The feature pauses. Nothing is deleted, and nothing is lost:

• Your existing recordings, conversations and campaign history stay exactly where they are.
• A running campaign pauses rather than failing. Contacts already enrolled keep their place in the sequence — nobody gets skipped and nobody gets a duplicate.
• The recorder agent keeps queueing recordings on the rep’s machine and uploads them once you upgrade, so calls made during the pause aren’t lost either.

You’ll see a lock on the feature in the sidebar, and the page itself shows how much of the allowance you’ve used with an upgrade button.

We warn you first

At 80% of an allowance we send the organization owner an email and an in-app notification, and admins get the in-app notification too. You get a second notice when an allowance runs out. We only send each notice once — a paused campaign retrying in the background will never spam you.

If you’re about to launch a campaign bigger than what’s left, the send confirmation tells you before it starts: “you have 20 free outreach emails left, so this campaign will pause after 20 of 500.”

Upgrading

Upgrading is $4 per user per month and unlocks all three features with no per-feature limits. Only the organization owner can reach the billing page (Settings → Billing) — if you’re an admin, the upsell screen gives you a way to notify your owner.

After you upgrade:

1. All three features unlock immediately.
2. Resume any campaign that was paused — it won’t restart itself, so you stay in control of when sending picks up again.
3. Queued recordings on your reps’ machines upload on their own within a few minutes.

If you cancel later

Your allowance doesn’t reset. It’s a one-time trial, so cancelling and resubscribing won’t produce a second free 100 — the features simply return to their paused state, with all of your data intact.