Stripe & Razorpay checkout
Upgrading from Trial (or changing plan) happens on the Billing page. CXGear uses different payment providers depending on where you pay, so checkout feels familiar in each region.
Providers at a glance
Section titled “Providers at a glance”| Region | Provider | Currency |
|---|---|---|
| India | Razorpay | INR |
| International | Stripe | USD |
You do not configure payment providers yourself. CXGear routes checkout based on your billing context. You only choose a plan and complete payment.
src/assets/screenshots/36-billing-checkout-plans.pngWhat you need before checkout
Section titled “What you need before checkout”- An organization account (created at sign-up)
- Permission to view billing (billing.read — typically Admin)
- A payment method accepted by Stripe or Razorpay for your region
If you cannot open Billing, ask an org admin to upgrade for you.
How checkout works (high level)
Section titled “How checkout works (high level)”- Open user menu → Billing.
- Review your current plan and usage meters.
- Choose Pro, Advanced, or contact us for Enterprise.
- Complete payment with the provider shown for your region.
- After success, Billing shows the new plan and updated limits.
Enterprise often involves a sales conversation for custom limits and SSO — it may not be a self-serve card checkout.
Stripe (international)
Section titled “Stripe (international)”Stripe handles card payments in USD for customers outside the India checkout path.
What to expect:
- A secure Stripe-hosted or embedded checkout flow
- Receipt and subscription management through the billing integration
- Plan limits update after payment succeeds
If checkout fails, Stripe usually shows a card or bank message (insufficient funds, authentication required). Fix the payment method and try again — CXGear does not store your full card number.
Razorpay (India)
Section titled “Razorpay (India)”Razorpay handles payments in INR for India.
What to expect:
- UPI, cards, and other methods Razorpay supports in your setup
- Amounts shown in Indian rupees on plan cards
- Plan limits update after payment succeeds
If a payment is pending or cancelled, your plan stays on the previous tier until Razorpay confirms success.
Plans you can buy
Section titled “Plans you can buy”| Plan | Intent |
|---|---|
| Trial | Free exploration (no paid checkout) |
| Pro | Daily outreach and light call analysis |
| Advanced | Higher volume, more seats, heavier PCA |
| Enterprise | Custom limits and support |
See Plans overview for the product intent of each tier.
Success looks like
Section titled “Success looks like”- Billing shows the plan name you paid for
- Usage meters reflect the new limits immediately (or after a short refresh)
- Actions that were blocked by Trial limits now succeed
- Your finance contact has a receipt from Stripe or Razorpay
Common problems
Section titled “Common problems”| Problem | Likely cause | What to do |
|---|---|---|
| Checkout never starts | Missing billing permission or network block | Use an Admin account; allow payment domains |
| Paid but still on Trial | Payment pending or page not refreshed | Refresh Billing; contact support with payment id |
| Wrong currency expected | Region routes to Stripe vs Razorpay | Use the provider shown; contact support for billing region changes |
| Enterprise not self-serve | Custom contract | Contact CXGear sales / support |
Security notes
Section titled “Security notes”- Complete payment only on the official CXGear Billing flow
- Treat payment confirmation emails as sensitive
- Admins should limit who has billing access in production orgs