Overview
Choosing the right plan for your team ensures you have the features you need without paying for things you don't use. Milestone offers different plans designed for different team sizes and needs. Understanding what each plan includes helps you make the right choice for your situation.
Free Plan: Getting Started
The Free plan is perfect for small teams getting started with Milestone. It includes core project management features: unlimited tasks, boards, and projects. You can invite up to 5 team members and collaborate in real-time. Basic integrations are included, and you get access to the AI assistant with limited usage.
The Free plan is ideal for trying Milestone before committing to a paid plan. You can explore features, test workflows, and understand how Milestone fits your team's needs. Many small teams find the Free plan sufficient for their requirements.
AI usage on the Free plan is limited to ensure fair resource allocation. You get a monthly quota of AI requests, which is typically enough for light usage but might require upgrading for heavy AI usage. Understanding these limits helps you plan your usage.
For teams just starting with project management tools, the Free plan provides a risk-free way to evaluate Milestone. You can use it for real projects and upgrade only when you need more features or team members.
Pro Plan: Growing Teams
The Pro plan is designed for teams that need more features and higher limits. It includes everything in the Free plan plus unlimited AI usage, advanced automations, priority support, and additional integrations. Team size limits are higher, accommodating teams up to 30 members.
Unlimited AI usage is a key Pro plan benefit. Teams that rely heavily on AI features for task generation, insights, or natural language queries benefit from removing AI usage limits. This unlimited access enables teams to use AI features without worrying about quotas.
Advanced automations provide more sophisticated workflow capabilities. Pro plan includes more automation runs per month, advanced trigger conditions, and workflow templates. Teams with complex processes benefit from these advanced automation features.
Priority support ensures faster response times when you need help. Pro plan subscribers get priority in support queues, ensuring issues are resolved quickly. This is valuable for teams that rely on Milestone for critical work.
Enterprise Plan: Large Organizations
The Enterprise plan is designed for large organizations with advanced requirements. It includes everything in the Pro plan plus dedicated support, custom integrations, advanced security features, and custom terms. Enterprise plans are customized based on specific organizational needs.
Dedicated support provides a direct relationship with Milestone's support team. Enterprise customers get assigned support contacts and faster response times. This dedicated support is essential for organizations with mission-critical usage.
Custom integrations enable connecting Milestone to organization-specific tools. Enterprise customers can work with Milestone to build custom integrations for internal systems or specialized tools. This customization ensures Milestone fits into existing tool ecosystems.
Advanced security features include SSO, advanced audit logs, and compliance certifications. Organizations with strict security requirements benefit from these enterprise-grade security features. Understanding security needs helps determine if Enterprise plan is required.
Understanding Usage Limits
Each plan includes usage limits for certain features. Understanding these limits helps you choose the right plan and avoid unexpected restrictions.
Team member limits determine how many people can be invited to your workspace. Free plan allows up to 5 members. Pro plan allows more members. Enterprise plans have custom limits based on organization size. Choose a plan that accommodates your current team size with room for growth.
AI usage limits apply to Free plan users. Pro plan includes unlimited AI usage. Understanding your AI usage patterns helps determine if Free plan limits are sufficient or if Pro plan is needed.
Automation run limits determine how many times automations can execute per month. Free plan includes a limited number of runs. Pro plan includes more runs. Teams with many automations or high-frequency automations might need Pro plan to avoid hitting limits.
Storage limits determine how much file storage is available. Most plans include generous storage, but teams with heavy file usage should verify limits meet their needs. Understanding storage requirements helps plan selection.
Billing and Payment
Milestone uses subscription billing, charging monthly or annually based on your plan selection. Understanding billing details helps you manage your subscription effectively.
Monthly billing provides flexibility to change plans or cancel with short notice. This flexibility is valuable for teams with changing needs or uncertain long-term requirements.
Annual billing typically includes discounts compared to monthly billing. Teams committed to Milestone long-term can save money with annual billing. Understanding your commitment level helps choose between monthly and annual billing.
Payment methods vary by region. Credit cards are accepted globally. Some regions support additional payment methods. Understanding available payment methods helps ensure smooth billing.
Invoices are provided for all payments, which is important for accounting and expense tracking. Understanding invoice availability and format helps with financial management.
Upgrading and Downgrading Plans
You can change your plan at any time. Understanding upgrade and downgrade processes helps you adjust your plan as needs change.
Upgrading is immediate. When you upgrade, new features and limits become available right away. You're charged a prorated amount for the remainder of your billing period, then full price going forward. This immediate upgrade ensures you can access needed features quickly.
Downgrading takes effect at the end of your current billing period. This prevents immediate loss of features you might still need. Plan your downgrade timing to avoid losing features mid-project.
Plan changes don't affect existing data. Your tasks, boards, projects, and team members remain intact when changing plans. Only features and limits change. This data preservation ensures plan changes don't disrupt your work.
Understanding What You're Paying For
Understanding plan value helps you evaluate whether a plan is worth the cost for your team.
Compare plan costs to time saved. If a plan feature saves your team 5 hours per week, calculate the value of that time savings. For a team of 10 people, 5 hours per week is 200 hours per month. If those hours are worth more than the plan cost, the plan provides value.
Consider feature necessity. Do you actually need the features in a higher plan? Paying for features you don't use doesn't provide value. Evaluate which features you'll actually use before upgrading.
Factor in team growth. A plan that fits your current team might not fit your team in 6 months. Consider growth plans when choosing a plan to avoid frequent plan changes.
Getting the Most Value
Maximizing plan value means using features effectively and avoiding unnecessary costs.
Use included features fully. If your plan includes unlimited AI usage, use AI features liberally. If your plan includes advanced automations, build automation workflows. Using included features maximizes plan value.
Avoid paying for unused features. If you're not using advanced features, a lower plan might provide better value. Regularly review your feature usage to ensure you're on the right plan.
Take advantage of plan benefits. Pro plan includes priority support, so use support when needed. Enterprise plan includes dedicated support, so build relationships with support contacts. Using plan benefits maximizes value.
Questions About Billing
Common billing questions help you understand and manage your subscription.
Billing cycles start when you subscribe and renew monthly or annually based on your plan. Understanding your billing cycle helps you track subscription costs and plan renewals.
Cancellations take effect at the end of your billing period. You retain access to features until the period ends, then lose access. Understanding cancellation timing helps plan subscription changes.
Refunds are handled on a case-by-case basis. Contact support for refund requests. Understanding refund policies helps manage subscription decisions.
Plan comparisons help you understand differences between plans. Review plan comparison charts to see feature differences and choose the right plan for your needs.
Understanding plans and pricing helps you choose the right Milestone plan for your team. By evaluating features, limits, and costs, you can select a plan that provides value while meeting your team's needs.