Plans & pricing.
Three tiers. Free is genuinely free forever, not a trial. Pro is per-seat monthly. Company adds SSO, audit log retention, custom contracts. Upgrade and downgrade are self-serve.
TL;DR
Free: 10 briefs/month, 1 seat, 3 saved searches, 50 Orbit slots. Pro ($49/seat/mo): unlimited briefs, all integrations, custom bots, 25 saved searches, 500 Orbit slots. Company (custom): SSO, audit log retention, custom contracts, dedicated support. Annual discount: ~17% off monthly.
01Tier comparison
| Free | Pro | Company | |
|---|---|---|---|
| Price | $0 | $49 / seat / mo | Custom |
| Briefs / month | 10 | Unlimited | Unlimited |
| Seats | 1 | Up to 25 | Unlimited |
| Saved searches | 3 | 25 | Unlimited |
| Orbit slots | 50 | 500 / seat | Unlimited |
| Custom bots | — | 5 | Unlimited |
| Integrations | HubSpot, Slack, CSV | All | All + custom |
| API access | — | Beta | Beta + SLA |
| SSO | Google + Okta | Google + Okta + SAML | |
| Audit log retention | — | 90 days | 1 year |
| Support | Email, 48h | Email, 24h | Dedicated CSM, Slack |
02Free tier — what's included
The free tier is not a 14-day trial. It's permanent. The constraints are real:
- 10 briefs / month — enough to evaluate but not to operate
- 1 seat — no team collaboration
- 3 saved searches — enough for personal monitoring
- 50 Orbit slots — meaningful relationship tracking
What's NOT in free: custom bots, API access, all sequencer connectors (just HubSpot, Slack, CSV).
Free is enough to: evaluate the product, run a small personal outbound motion, track relationships you care about. Not enough to: scale a sales org or build automated workflows.
03Pro tier — what's included
$49 / seat / month. Most teams land here. Annual saves ~17%.
What unlocks at Pro:
- Unlimited briefs
- All 5 CRM connectors + all 8 sequencer connectors + Slack + webhook + Notion
- Custom bots (5)
- API access (beta)
- Workspace-shared saved searches
- 500 Orbit slots per seat
- 90-day audit log retention
- 24-hour email support
Most common upgrade trigger: hitting the 10-brief monthly cap on Free, usually in week 2-3.
04Company tier — what's included
Custom pricing — contact [email protected]. Usually mid-five-figures annually for teams 25+.
What unlocks at Company:
- Everything in Pro
- Unlimited seats, saved searches, Orbit, custom bots
- Custom SAML SSO
- 1-year audit log retention
- Dedicated CSM with shared Slack channel
- API SLA (uptime + latency commitments)
- Custom DPA, security review, vendor questionnaire support
- Onboarding workshop + workspace setup
05Annual vs monthly
Both Pro and Company support annual billing. Annual is ~17% cheaper than monthly (effectively 2 months free).
Switch between monthly and annual at any time. Annual locks the per-seat price for 12 months. If you downsize seats mid-year, the saved cost is credited toward the next renewal.
06Upgrade flow
Settings → Billing → "Change plan" → pick new tier → confirm. Free → Pro is one-click; payment method required. Pro → Company routes through sales (custom contracts).
Upgrades take effect immediately with prorated billing.
07Downgrade flow
Same screen. Downgrades take effect at the end of the current billing period — you keep the higher tier until then. Data is retained on downgrade; you just lose feature access (custom bots disabled, extra saved searches archived, etc.) until you re-upgrade.
Cancel-entirely (delete workspace) is a 30-day grace period with 14-day undo window.