Platform
Credits and billing
Start with onboarding, then fund the work. Data credits buy contact data and signals. Action credits buy qualification, model work and delivery.
Onboarding and your monthly commitment
New accounts start with a sales conversation. The team agrees your setup scope and either a $2,000 or $5,000 one-time onboarding fee, then arranges payment and activation. Onboarding is separate from usage and does not include credits. There is no self-service plan purchase.
Your monthly prepaid usage commitment starts at $250. Every dollar becomes data or action credits at the split agreed with sales. There is no separate monthly platform fee. Unused purchased credits roll over with no monthly expiry, and each new month still requires your committed funding.
Dollar-to-credit conversion
| Balance | Price per credit | $1 buys | What it funds |
|---|---|---|---|
| Data | $0.01 | 100 credits | Enrichment, lookups and signals |
| Action | $0.0025 | 400 credits | Sourcing, qualification, drafts, sends and agent work |
For a new outbound list, the default split is 75% of dollars to data and 25% to action. At $250 per month, that funds 18,750 data credits and 25,000 action credits. More data suits research-heavy work; more action suits an existing enriched list. The balances are separate and are not interchangeable.
An illustrative $100 outbound budget
At the default split, $100 funds 7,500 data credits and 10,000 action credits. The calculator budgets 10 data credits and 12.75 action credits per enriched lead, giving 750 newly enriched leads and up to 2250 emails, 3 per lead.
The data budget is the reveal plus the address check before the lead's first email. The action budget covers sourcing and qualifying about 2.5 people for each lead kept, because about four in ten pass the ICP check, three drafts, plus 4 action credits per lead for replies, LinkedIn steps and assistant turns. That extra amount is planning headroom, not a flat debit. Every completed action is metered at its own rate. Sending an email from a connected mailbox costs no action credits; drafting and qualification are metered on their own.
The estimate assumes a new list and excludes balances and enriched leads you already hold. Funding only action credits can still support existing leads. Extra research, model choices, rejected candidates, replies, data availability and sending limits change actual capacity. A reveal does not guarantee a qualified prospect.
One qualified booked call per $100 in usage is our optimization goal. It is not a measured performance claim, forecast or guarantee. Onboarding is separate. The credit calculator estimates work you can fund, not how many people will book a meeting.
Buying extra credits
Open Settings / Billing to buy more of either balance at any time. Data credits and action credits are separate purchases, each with its own slider: data from 1,000 to 500,000 credits at $0.01 each, action from 2,000 to 1,000,000 credits at $0.005 each. Each purchase is charged once at checkout and the credits roll over with no monthly expiry.
Bundles combine both balances at the same rates, weighted toward data because data is where most outbound spend goes, and take a discount that grows with the size:
| Bundle | Data credits | Action credits | Discount | Price |
|---|---|---|---|---|
| Starter | 8,000 | 4,000 | None | $100 |
| Growth | 20,000 | 10,000 | 5% | $237.5 |
| Scale | 40,000 | 20,000 | 10% | $450 |
| Volume | 80,000 | 40,000 | 20% | $800 |
Buying credits needs billing management access, an active plan or usage agreement, and current payments. A purchase does not replace the next monthly payment. Contact sales to change a usage agreement's monthly amount or split. The organization funds a shared credit balance; buying credits does not raise a client workspace's separate usage limits.
Changing your plan
The owner of a Solo or Agency workspace can switch plans under Your plan in Settings / Billing. An upgrade starts at once: the card is charged the difference for the rest of the current period and the larger plan's extra monthly credits are added. A downgrade starts when the current period ends, so you keep what you paid for until then, and it can be cancelled any time before that date. A downgrade is refused while the workspace still holds client workspaces, team members or extra connected accounts the smaller plan has no room for. Enterprise and usage agreements are changed with sales.
When credits arrive and when work pauses
The first invoice must cover onboarding and the agreed monthly funding before activation. Each paid monthly funding invoice adds its agreed credits. Extra funding arrives after its payment succeeds, including payment methods that settle later. An unpaid checkout or failed payment does not create credits.
Payment notifications can be retried. Each verified payment funds both balances once, so a repeated notification does not grant duplicate credits. If records cannot be read, Billing shows a retry state instead of a zero balance.
Work pauses when its required balance is exhausted or a monthly commitment is unpaid, even if credits remain. Usage agreements do not allow automatic postpaid overage. Funding never overrides sender pacing, send windows, suppression, workspace limits or compliance checks. The first-run lead target is a starter batch, not a monthly spending cap.
Existing agreements and cancellation
Existing subscriptions and negotiated contracts keep their sold terms until an explicit migration is agreed with sales. The new funding rates and rollover rules do not retroactively change legacy credits or invoices. Existing billed accounts cannot start a second usage agreement through onboarding; sales must first settle the old billing arrangement. There is no automatic cancellation or conversion.
The organization owner can open Settings / Billing / Manage billing to update payment details, read invoices or manage cancellation. Purchased credits on usage agreements do not expire at month-end, but access requires an active, paid agreement. Contact sales about contract changes and the effective cancellation date.
For a suspected duplicate payment or refund request, contact support@trygtm.com with the invoice identifier and charge date. Never send card details or passwords. The action price list and Settings / Usage show how the two balances are spent.