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Echelon gives you visibility into how much of your plan you’re using at any given time. Keeping an eye on your usage helps you stay ahead of limits, plan upgrades before hitting a wall, and understand where your AI Employees are spending their capacity. This page covers how to monitor usage, what happens at plan limits, and how to upgrade when you’re ready.

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What Echelon tracks

Your plan includes limits across four key dimensions. All of them are visible from your dashboard.

AI Employees

The number of active AI Employee specialists in your workspace. Each plan includes a fixed number: 3 on Starter, 6 on Growth, 10 on Scale.

Custom Tools

The number of custom tools built by the AI Coding Agent. Limits are 3 on Starter, 7 on Growth, and 15 on Scale.

Contacts

The number of contacts stored in your CRM. Starter plans are limited to 1,000 contacts. Growth and Scale have no contact limit.

Team seats

The number of people who can log in and work inside your Echelon workspace. Starter and Growth include 1 seat. Scale includes 5 seats.

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How to view your usage

1

Open your dashboard

Log in at dashboard.echeloncrm.app/auth and go to Settings → Billing & Usage.
2

Review your current usage

The usage panel shows your current count and plan limit for AI Employees, Custom Tools, Contacts, and Team Seats. Each metric displays as a value out of your plan maximum (for example, “4 of 6 AI Employees used”).
3

Set up alerts if needed

If you want to be notified before you hit a limit, configure usage alerts in the same panel. Echelon will notify you when you reach a threshold you define.

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What happens when you approach plan limits

Echelon does not automatically cut off your access when you approach a limit, but certain actions become unavailable once you’ve reached the cap for your plan.
When all AI Employee slots are filled, you won’t be able to add a new specialist until you deactivate an existing one or upgrade to a plan with a higher limit. Existing AI Employees continue to operate normally.
When you’ve reached your custom tool cap, the AI Coding Agent will not be able to build additional tools until an existing tool is removed or you upgrade your plan. Your current tools remain fully functional.
On the Starter plan, Echelon will alert you as you approach 1,000 contacts. Once the limit is reached, you won’t be able to import or add new contacts until you upgrade to Growth or Scale, which offer unlimited contacts.
When all team seats are filled, new users cannot be invited to the workspace. Starter and Growth plans include a single seat. Upgrade to Scale to unlock 5 team seats.

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How to upgrade your plan

1

Go to Billing & Usage

In your dashboard, navigate to Settings → Billing & Usage and click Upgrade Plan.
2

Select your new plan

Review the available plans — Growth (79/mo)orScale(79/mo) or Scale (149/mo) — and select the one that fits your needs. See Plans for a full feature comparison.
3

Confirm the upgrade

Complete the checkout flow. Your upgraded plan takes effect immediately. All existing data, AI Employees, and configurations carry over — nothing is reset.
Downgrading your plan is possible, but if your current usage exceeds the limits of the lower plan (for example, you have 6 AI Employees on Growth and want to move to Starter), you’ll need to reduce usage to within the lower plan’s limits before the downgrade can complete.

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Team seats (Scale plan)

The Scale plan includes 5 team seats, allowing multiple people to work inside your Echelon workspace simultaneously. Each seat holder can access the dashboard, manage pipelines, review AI Employee activity, and trigger workflows based on their permissions. To invite team members:
1

Open Team Settings

Go to Settings → Team in your dashboard.
2

Invite a team member

Enter the email address of the person you want to invite and assign their role. They’ll receive an invitation to join your workspace.
3

Manage seat assignments

You can remove a team member at any time to free up a seat for someone else. Removing a member does not affect any AI Employees or workflows they had configured.

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Dedicated priority line (Scale plan)

Scale plan customers have access to a dedicated priority line for direct support. This gives you a faster path to resolving issues, getting help with complex configurations, and scheduling custom tool-building sessions. To reach the priority line, go to Settings → Support in your dashboard and select Priority Support.

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Guidance for agencies managing multiple client workspaces

If you manage Echelon workspaces on behalf of multiple clients, each client should have their own separate Echelon workspace. Each workspace operates independently with its own contacts, AI Employees, pipelines, and billing.
Match the plan to each client’s needs individually. A client with simple email automation and a small contact list is well served by Starter. A client running multi-channel outreach across hundreds of contacts needs Growth. Clients with team access requirements or complex integrations belong on Scale.
Usage tracking is per workspace. Log into each workspace separately to review its usage and limits. There is currently no consolidated view across multiple workspaces in a single dashboard.
Each workspace has its own billing. If you’re managing workspaces on behalf of clients, you can use a client’s payment method or your own depending on your agency’s billing arrangement.
If you’re onboarding a new client, start with the Starter plan to set up their CRM and workflows first. Once the foundation is in place and you have a clear picture of their channel and contact needs, upgrade as appropriate.