Frequently asked questions
Clarity before your company commits.
Choose a package, understand the handoff, and know what happens to your workspace as your team gets started.
Choosing a package
Which package should we choose?
Choose Sales if your immediate need is turning inquiries into signed work. Choose Complete if you also need to manage sold projects, production, field activity, costs, invoices, and collections.
Does Complete include Sales?
Yes. Complete includes the Sales workflow and adds the project, field, money, approval, and reporting tools used after work is signed.
Trial and billing
When does billing begin?
Your 21-day trial begins when signup is complete. Your selected plan starts automatically after the trial unless you cancel beforehand.
Can we move from Sales to Complete later?
Yes. You can move from Sales to Complete without recreating your workspace or losing your existing leads, proposals, clients, conversations, users, or other retained records.
What happens when a trial ends?
Your selected paid package begins automatically when the trial ends unless you cancel beforehand. If billing cannot be completed, access follows the applicable grace and read-only policy.
Setup and access
How do we get started?
Start a trial from Pricing when self-serve checkout is available, or request a demo and tell us where your workflow is getting stuck. We use that context to focus the walkthrough and setup.
Where do existing customers sign in?
Existing customers and invited teammates can use the Sign in link from any public Pillar page.
Security and data
Still deciding where to start?
Compare Sales and Complete, or tell us which handoff creates the most pressure today.
