You must be an Admin of your workspace to view and manage Billing settings

Subscription details

Your specific plan details — including your included credits, on-demand credit settings, and credit reset date — are always available in Settings > Workspace > Billing inside the app.

Shows your current plan, your credit reset date, and options to manage your plan.

Your 14-day trial

All new Clarify workspaces include a 14-day trial with access to Growth plan features.

At the end of the trial, your workspace moves to the free plan. Content you created during the trial is preserved:

Custom objects you built remain in your workspace
Active campaigns continue running

A prompt to upgrade stays visible in the sidebar until you select a plan. To compare plans and upgrade, go to Settings > Workspace > Billing.

Changing your plan

Navigate to Settings > Workspace > Billing to see your current plan information at the top of the page.

To upgrade from Free to Starter:

Click "Upgrade plan"
Select the Starter plan
Complete checkout through Stripe
Your new plan applies immediately, and credit usage resets

💡 To upgrade to Growth, contact [email protected], or send us a message

Annual billing

To pay annually and save 20%, go to Settings > Workspace > Billing, select Annual from the toggle at the top of the Plans section, then click Upgrade.

Annual billing is not available on the Free plan.

ℹ️ Taxes are calculated and charged at checkout based on your billing address.

Managing your subscription

Click "Manage Plan" from the billing page to:

View invoices
Update payment methods
Cancel your subscription

When you cancel, you keep benefits until the end of your billing period, then return to the Free plan. A final invoice is generated at the end of the billing period for any on-demand credits consumed.

Viewing and downloading Invoices

Invoices are emailed each month automatically. You can also access them anytime:

1. Go to Settings > Workspace > Billing

2. Click "Manage Plan"

3. In the dashboard, click "Invoice History"

4. Download any past invoice as a PDF

How on-demand credits work

ℹ️ Usage alerts: You'll receive email notifications at 80%, 90%, and 100% of your credit allowance.

On-demand credits allow you to continue using Clarify after your included monthly credits are consumed. When enabled, usage continues at a per-credit rate instead of pausing.

You can toggle on-demand credits on or off in Settings > Workspace > Billing. For your current per-credit rate and included credits, check your billing page in the app.

ℹ️ With on-demand credits OFF, once at the credit limit all credit consuming features will be paused until the next billing cycle.

On-demand credits are not available on the Free plan.

Credit usage breakdown by feature

Feature	Cost	Details
Workflow Run	1	Charged for every block that is run in a workflow. This does not include the trigger itself. Just the actions that occur.
Autofill	3 - 30	Variable based on autofill settings and rows (record) autofilled. See here for full details.
Meeting Prep	30	Charged when meeting prep is generated. If no prep is generated, we do not charge.
Meeting Summarization	30	Charged when a meeting summary is generated.
Deal Summarization	20	Charged when a record summary changes. If two summaries are the same, no charge is created.
Meeting Task Creation	10	Charged per task created.
Campaign Message	1	Charged per message successfully sent. Failed sends are not charged.
Field Updates	10	Charged when a field suggestion is created or updated.
Deal Creation	20	Charged when a deal is suggested, regardless of whether or not it's accepted.
Lead Finder	1	Charged per person record added to a list or campaign.

Delete Workspace

To permanently delete your Clarify workspace, go to Settings → Workspace → Billing → Delete Workspace. This option is only available to workspace admins.

Before you delete your workspace

Back up any data you need first. Once deleted, the workspace is permanently removed — all records, meetings, recordings, and shared links are gone and all users immediately lose access. This cannot be undone.