Common questions, answered.

Every tier is designed to grow alongside your team. Each one carries the core workspace and the shared record model, then unlocks progressively deeper tooling the further up you go. Here is roughly how they break down:

Solo (for two or three people): built for teams under 4 seats. You get the full record model and pipelines, though outbound sync and record enrichment stay capped.

Team (for teams finding their shape): seats are uncapped on this tier. It adds deeper record enrichment, shared inbox threading and richer relationship scoring across accounts.

Scale (for companies growing quickly): built for teams that need one shared source of truth across every department. It carries full inbox sync and sending, deeper enrichment, granular role permissions and unlimited saved reports.

Enterprise (for very large organisations): this tier carries everything on Scale, plus workspace-level audit tooling, delegated access, retention controls and SAML sign-on. It is made for groups running strategic relationships across many separate business lines.

Yes. The Solo tier stays free for teams of up to three people, with no expiry and no card on file. You only move up a tier when you need a fourth seat or the deeper enrichment tooling.

Annual terms are billed at roughly 17% below the month-to-month rate. Registered non-profits and accredited research groups can write in for a further reduction on any paid tier.

All major credit and debit cards are accepted, along with direct debit in most regions. Scale and Enterprise workspaces can also settle by bank transfer against a purchase order.

Invoice billing is available on annual Scale and Enterprise agreements. Net-30 is the standard term; longer terms can be arranged during procurement review.

No, the workspace runs perfectly well without it. Linking a mailbox is what powers automatic thread capture and relationship scoring, so most teams connect one within the first week.

Yes. CSV import handles most migrations, and the importer will map columns to your record model before anything is written. Larger or messier migrations are handled by our onboarding team.

New workspaces get 21 days on the Scale tier, no card required. When the window closes you either pick a paid tier or drop back to Solo, and nothing you built is removed.

Companies under two years old with fewer than 12 people can apply for a year of the Team tier at a 90% reduction. Applications are reviewed twice a month.

Both terms are offered on every paid tier, and you can move between them from workspace billing. Switching to annual credits whatever is left of the current month against the new term.

There is — a documented REST API plus outbound webhooks, available on every tier including Solo. Rate limits scale with your plan, and the reference lives in the developer docs.