Compare plans and usage limits
Compare Free, Grow, and Scale, the separate starter batch, credit expiry, delivery, and Outreach access.
When to use this
Use Plans before upgrading, switching interval, adding capacity, or choosing delivery and Outreach options.
Requirements and availability
- Only the account owner can change or cancel the plan, buy add-ons, or make billing changes.
- The current Team invite limit is four additional people plus the owner across Free, Grow, and Scale; it is separate from the profile and schedule limits below.
How to do it
- Open Plans.
- Choose Monthly or Yearly.
- Compare credits, profiles, schedules, campaigns, and delivery options.
- Select a plan and review checkout before confirming.
- Open Billing afterward to verify plan, effective date, invoices, and add-ons.
Fields and controls
| Control | What it does |
|---|---|
| Free | $0; 50 credits each month, 1 target profile, no customer-created recurring schedules, manual runs after any active starter batch, and ClickUp delivery. Other native CRM connections require an upgrade. |
| Free Effort | Low. Paid plans can select the higher Effort levels shown in the app. |
| Eligible starter batch | A separate, automatic offer of up to 200 stored prospects with optional ClickUp delivery. Agent shows the account's actual schedule. This is a prospect target, not 200 monthly credits, and is not shown on every Free account. |
| Grow monthly | $20 per month; 200 credits, 3 profiles, 2 schedules, 2 Outreach campaign slots, one native CRM connection, and CSV export. Sending also requires the separate Outreach subscription. |
| Grow yearly | $204 per year. |
| Scale monthly | $99 per month; 1,000 credits, 10 profiles, 10 schedules, 10 Outreach campaign slots, native CRM connections, and multiple destinations. Sending also requires the separate Outreach subscription. |
| Scale yearly | $1,009.80 per year. |
What happens next
Upgrades apply as checkout states. Downgrades and moves to Free are scheduled for period end and appear in Billing.
States you may see
| State | Meaning |
|---|---|
| Free | No paid subscription is active. |
| Trial | A trial end date is shown. |
| Active | The paid plan is current. |
| Scheduled change | A decrease or cancellation has a future effective date. |
| Past due / payment issue | Update payment in the Customer Portal. |
Credits and usage
Credits are a research balance, not a guaranteed prospect count: Effort can use more than one credit per stored prospect and Phone number adds another. Monthly credits reset at the next allowance date and unused monthly credits expire. Purchased credits expire 12 months after purchase. Older promotional signup credits, when present, remain until used and appear separately in Billing. The earliest-expiring available credits are used first. Reserved credits are held for active research and unused reservations are released when a run ends. The separate starter batch is measured in stored prospects, not monthly credits.
Common problems
| Problem | What to check |
|---|---|
| A feature stays locked after checkout | Confirm the purchase is Active rather than Pending or Failed. |
| A downgrade did not apply immediately | Check the period-end effective date. |