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Exploring the Features of Your Current Plan

This article will guide you through how to view your plan and explore the features included, as well as compare with other plans available.

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Written by Uplead Support
Updated yesterday

In this article, you’ll find:


How to View Your Current Plan and Features

To see the details of your current plan and explore the included features, follow these steps:

  1. Log in to UpLead and navigate to your account.

  2. Click on the Profile icon in the sidebar.

  3. Select Plans to view your subscription details.

  4. Expand the Features tab to see a breakdown of the benefits included with your current plan.

This is an easy way to ensure you understand the capabilities and credits provided with your chosen plan, allowing you to make the most of UpLead’s services.

UpLead Plans and Features Overview

UpLead’s subscription plans are tailored to meet the diverse needs of businesses, from small teams to large enterprises. Here’s an overview of how each plan is designed to support your business:

Essentials Plan

The Essentials Plan is perfect for individuals or small teams that need core sales intelligence features at an affordable price. It provides 2,040 data credits annually, giving you access to verified email addresses and phone numbers. This plan is also ideal for teams that want to get started with lead generation using basic data enrichment and competitor intelligence tools. With the added benefit of the Google Chrome extension, users can easily capture leads directly from web pages.

The Essentials Plan is designed for businesses with simpler needs who want to begin gathering quality leads without a steep learning curve or high costs.

Plus Plan

The Plus Plan is designed for growing businesses that need more robust lead-generation capabilities. Offering 4,800 data credits annually, it includes all the features of the Essentials Plan and adds powerful tools like advanced search filters and technographic insights. These features allow you to analyze and target leads more precisely, making it easier to focus on high-potential opportunities.

This plan is ideal for teams that are scaling their lead generation efforts and require more refined targeting capabilities for improved ROI. The Plus Plan is often used by sales teams or marketers who need to dive deeper into data for strategic decision-making.

Professional Plan

The Professional Plan is built for larger teams or businesses with more specific and advanced needs. It offers custom pricing, making it a flexible option for those requiring extensive data usage and support. With unlimited users, this plan is ideal for businesses that need to onboard multiple team members, each with personalized access.

In addition to all the features in the Plus Plan, the Professional Plan comes with advanced tools such as organizational charts and competitor tracking, making it perfect for enterprises that need to manage complex sales processes and workflows. The inclusion of a dedicated account manager and the ability to customize credits and data usage provide high-level support for larger teams.

This plan is best suited for organizations that are actively managing large datasets or require a more hands-on approach with personalized guidance from UpLead’s team.

For more details about these plans, visit UpLead's pricing page or consult our support team for personalized guidance.


How to Choose the Best Plan for Your Needs

Choosing the right plan depends on the size of your team, the type of data you need, and how you intend to use UpLead’s tools. Consider the following when evaluating your options:

  • Essentials Plan: Ideal for individuals or small businesses that need core data intelligence and basic features.

  • Plus Plan: Suited for growing businesses needing advanced search and targeting features for lead generation.

  • Professional Plan: Perfect for large teams or businesses with complex needs, requiring custom data usage, advanced analytics, and dedicated support.

If you’re unsure which plan is right for you, feel free to reach out to our support team for advice tailored to your business needs.


FAQs

Q: How can I upgrade to a different plan?

A: To upgrade your plan, log in to your UpLead account, go to the Profile section, select Plans, and choose the new plan you wish to purchase. You can also contact UpLead Support for assistance.

Q: Are there any discounts for annual billing?

A: Yes, when you choose annual billing, you can save up to 25% on your subscription cost.

Q: What happens if I exceed my plan's credit limit?

A: If you run out of credits, you’ll need to purchase additional credits to continue using UpLead. You can do this directly from your account. → Learn how to purchase additional credits


Next Steps

Still need help? Contact UpLead Support for assistance.

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