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
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. |
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. |
FAQ's
FAQ's
Q: My credits ran out before my credit cycle ended, will events that happen between now and then backdate when my new credit cycle begins?
We do not re-run events such as Deal/Meeting Summaries, Tasks etc, however Meeting Prep may re-run if it's still relevant.