In this article, you’ll find:
How to Access the Plans Page
To begin upgrading to the Professional Plan, follow these steps to access the Plans page:
From the Billing Section
Click on Profile in the bottom-left corner of your dashboard.
Select Billing, then click on Change Plan to be redirected to the Plans page.
Direct Access
Alternatively, navigate directly to the Plans page from the sidebar or click the Plans option under the Profile menu.
Choosing the Professional Plan
Once you're on the Plans page, the Professional Plan will stand out as the most advanced option, tailored for businesses that need maximum flexibility and power in their lead generation efforts.
With the Professional Plan, you'll be able to fully customize your credit usage to match your business’s specific needs. Whether you're running a high-volume marketing campaign or need advanced targeting capabilities, the plan allows you to scale your efforts effortlessly. For instance, if you're focused on reaching customers who are actively looking for your services, you'll have access to Buyer Intent Data, which provides insights into prospects that have shown buying signals, making your outreach more effective.
Additionally, the Professional Plan includes full API access, enabling you to integrate UpLead directly with your existing systems. This is perfect for teams who need to seamlessly sync lead data with their CRM or other marketing tools. Combined with access to all search filters, you’ll be able to pinpoint exactly the leads you need, using the most refined search criteria to narrow down your prospects.
Pricing is flexible, and tailored to the volume of credits you plan to use, ensuring you get the best possible value per credit. Plus, with premium integrations, you can connect UpLead with your CRM or other workflow tools, streamlining your entire sales process and boosting productivity.
To get started with the upgrade, simply click the Let’s Talk button below the Professional Plan to schedule a meeting with one of our experts, who will guide you through customizing the plan to meet your specific business goals.
Booking a Meeting with a Dedicated Representative
Once you click on Let’s Talk, you’ll be redirected to the UpLead Demo page, where you can schedule a meeting with one of our representatives. During this one-on-one session, you’ll have the opportunity to:
Customize Your Plan - Tailor your subscription to match your business's credit requirements and feature needs.
Explore Exclusive Capabilities - Discover advanced features and tools that are only available on the Professional Plan.
Negotiate Pricing - Work with a representative to negotiate a plan that fits your budget and business goals.
Note: This meeting is an opportunity to discuss any specific needs you have and how UpLead can best support your business growth.
Why Upgrade to the Professional Plan?
Upgrading to the Professional Plan isn't just about accessing more features it’s an investment in your business’s growth. Here's why you should consider upgrading:
Better Pricing - Save more with lower credit costs at higher volumes, providing significant cost savings as your business scales.
Access to Premium Tools - Unlock deeper insights with advanced features like Buyer Intent Data, API access, and all search filters for more accurate lead generation.
Scalable Solutions - Whether you're expanding your team, entering new markets, or increasing your outreach, the Professional Plan is built to grow with you.
FAQs
Q: What makes the Professional Plan different from the Plus plan?
A: The Professional Plan offers unlimited custom credits, advanced tools like Buyer Intent Data, full API access, and all search filters. It’s designed for businesses that require more flexibility, insights, and scalability.
Q: Can I negotiate the pricing for the Professional Plan?
A: Yes, you’ll work directly with a representative to customize your plan and pricing based on your business needs and goals.
Q: How do I know if the Professional Plan is right for me?
A: If your business requires advanced lead targeting, deeper data insights, and custom credits, the Professional Plan is the best choice for scaling your efforts effectively. You can book a one-on-one session with a representative to discuss your needs.
Next Steps
Still need help? Contact UpLead Support for assistance.