Account & Billing
Last updated March 20, 2026
Plans & Pricing
Greenfinch offers tiered plans based on the size of your team and the volume of prospects you need to research:
- Free tier — Limited access to property data and search. No credits included. Good for evaluating the platform.
- Trial — Full access to all features with a limited number of credits. Available to new organizations for a limited period.
- Pro — Full access with a monthly credit allocation and team seats. Designed for individual reps or small teams.
- Team — Everything in Pro plus higher credit limits, more seats, and priority support. Built for sales teams.
Visit the Pricing page for current plan details and pricing.
How Credits Work
Credits are the currency used for actions that consume resources — primarily revealing contact information and running enrichment lookups:
- Contact reveal — 1 credit per contact. Unlocks full name, email, phone, and LinkedIn.
- Phone lookup — 1 credit. Runs a dedicated phone number search for a contact.
- AI research — Automatically runs when you view a property. Included in your plan (no additional credit cost for standard research).
Your credit balance is shown in the sidebar. Credits are shared across your organization — any team member can use them.
Credit Pools
Credits come from two sources:
- Included credits — Bundled with your subscription plan. Reset monthly on your billing date.
- Purchased credits — Additional credits you can buy at any time. These do not expire and carry over between billing cycles.
Greenfinch uses included credits first, then purchased credits.
Team & Seats
Each Greenfinch plan includes a number of team seats. A seat represents one active user in your organization.
- Seat assignment — Seats are assigned automatically when a user signs in. If all seats are occupied, new users will see a message asking them to contact their admin.
- Managing seats — Organization admins can manage seat assignments from Settings > Team. You can remove a user's seat to free it up for someone else.
- Adding seats — You can add more seats by upgrading your plan or purchasing additional seats.
Roles
- Admin — Full access to all features plus organization settings, billing, and team management.
- Member — Access to all prospecting features. Cannot modify organization settings or billing.
Billing Management
Organization admins can manage billing from Settings > Billing:
- Current plan — See your active plan, billing period, and renewal date.
- Change plan — Upgrade or downgrade your subscription. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing period.
- Purchase credits — Buy additional credits that do not expire.
- Payment method — Update your credit card or payment information via the Stripe billing portal.
- Invoices — View and download past invoices.
Organization Settings
From Settings > Organization Profile, admins can configure:
- Company name and logo — Displayed in the sidebar and on shared links.
- Primary service type — Determines default map labels and data field emphasis.
- Default map center — Sets the initial map position when opening the map view.
- ICP filters — Configure the default ideal customer profile filters applied across the organization.
Individual users can also configure personal settings (default sort preferences, notification settings) from Settings > Profile.