In-App Billing for RevOps: Seats and Add-Ons
What changed with in-app billing
- Checkout in workspace — plans, seats, add-ons without leaving Admin
- Path-aware UI — Momentum, Resolve, and One tabs reflect your packaging choice
- Limits match purchase — enforced caps align with what you bought
- Pricing page parity — same tables at app.salestrics.com/pricing
RevOps wins when billing state is visible to the people who assign seats — not buried in a PDF invoice.
The seat map (living document)
Maintain one table — updated when someone joins, changes role, or leaves:
| Person | Primary motion | Line(s) | Tier | Add-ons | Mailbox |
|---|---|---|---|---|---|
| AE | Pipeline | Momentum | Team | Connect incl. | Yes |
| CSM | Support | Resolve | Team | — | Yes |
| Founder | Both | Momentum + Resolve | Team both | Ledger | Yes |
| Finance | Ledger | Momentum or One | Team+ | Ledger, Insight SQL | Optional |
Agents and finance both read this map — it explains usage at renewal. Pair with finance permissions for Ledger writes.
Checkout order (standalone path)
- Pick line — Momentum, Resolve, or both (see buy-first guide)
- Pick tier — Starter / Team / Growth per seat map row
- Add seats — billable people only, not every login
- Add-ons — Ledger, Flow, Insight SQL, Auto as needed; avoid duplicate Insight + Insight SQL
- Compare One — before annual commit, run bundled math
- Annual vs monthly — annual pays 10 months, get 12
Add-on discipline
| Add-on | Assign when | Skip when |
|---|---|---|
| Connect | Customer calls on graph | Included on Team+ already |
| Ledger | Invoices tied to opps | Finance still in separate ERP only |
| Flow | Approvals on quotes/discounts | Founder approves in Slack |
| Insight SQL | RevOps owns SQL reports | Basic dashboards enough |
| Auto | Nurture at scale | Mail-on-account not proven |
On Salestrics One, bundled apps remove checkout scavenger hunts — revisit standalone add-ons at renewal if you migrated to One.
Monthly RevOps billing ritual (30 minutes)
- Admin → Billing — confirm plan matches seat map
- New hires / role changes — update lines and add-ons same week
- Limit warnings — records, mailboxes, Lead Finder — upgrade or archive
- Offboarding — revoke seats and keys same day
- One comparison — if dual lines + add-ons grew, rerun One math
Upgrade reviews (quarterly)
Before QBR, answer:
- Teammate cap — approaching One tier boundary?
- Dual motion — still Momentum-only but Resolve volume grew?
- AI pools — heavy Assistant users may need tier or token packs (see pricing page)
- Support Embed — requires Resolve Team+ or One; not on Momentum-only
Upgrade playbook for free workspaces: Free Forever to paid.
Finance + sales alignment
Billing changes should not surprise pipeline owners:
- Seat adds — RevOps notifies managers before checkout
- Ledger seats — finance owns invoice send policy on account mail
- Trial windows — 30-day trial on paid paths; document end date in seat map
- Legacy plans — grandfathered names in billing; new signups use Momentum / Resolve / One
Anti-patterns
- Resolve seat for every employee — only customer-facing roles need full desk
- Duplicate Insight purchases — Insight SQL includes dashboards
- Personal card checkout — use org billing owner in Admin
- Ignore limit banners — archive stale data before forced upgrade fire drill
- Seat map in Notion only — stale map → wrong renewal quote
MCP prompt (billing hygiene)
Summarize teammates with Momentum vs Resolve seats, add-ons enabled, and mailboxes active. Flag anyone with a seat but no mail activity in 30 days or add-ons they do not use.
Read-first; use output in monthly ritual — not as automatic seat removal without manager review.
Legacy vs new packaging (renewals)
Existing workspaces may still show legacy plan names (Intro, Startup, Launch, Runway, Scale) in billing — those maps are grandfathered. New signups and public pricing use Momentum, Resolve, and One. RevOps on legacy plans should still maintain a seat map; at renewal, compare grandfathered terms to current paths before auto-extending.
- Document legacy entitlements — which apps and caps differ from today's tables
- Model migration — standalone vs One at next renewal, not only month-over-month
- Communicate to managers — seat adds on legacy plans may not match new tier names
Worked example: dual-line Team stack
Eight people — five AEs on Momentum Team, three CS on Resolve Team, Ledger for two finance users:
| Line item | Calculation | Monthly |
|---|---|---|
| Momentum Team × 5 | $39 × 5 | $195 |
| Resolve Team × 3 | $39 × 3 | $117 |
| Ledger add-on × 2 | $35 × 2 | $70 |
| Total standalone | $382 | |
| One Team (≤15 teammates, bundled) | Flat | $499 |
At eight teammates with only Ledger as add-on, standalone wins on math — but adding Flow, Insight SQL, or Auto seats narrows the gap quickly. Run the table every quarter; do not assume last quarter's answer still holds after headcount changes.