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Credit Usage & Billing

Salestools uses a credit-based system for certain actions. This guide explains how credits work, what actions consume credits, and how to manage your usage.

Understanding Credits​

Credits are the currency used for AI-powered actions and premium features in Salestools. Your subscription plan includes a monthly credit allowance that resets at the start of each billing cycle.

What Are Credits Used For?​

ActionCredits UsedDescription
AI Email Generation1 creditGenerate a personalized email using AI
AI Reply Handling1 creditAI analyzes and responds to incoming emails
Email Verification0.5 creditsVerify an email address is valid and deliverable
LinkedIn Profile Enrichment1 creditEnrich contact data from LinkedIn profile
AI Meeting Scheduling1 creditAI handles meeting request and creates calendar event
Phone Number Lookup2 creditsFind direct phone numbers for contacts
Company Enrichment1 creditEnrich company data (size, industry, tech stack)

Credit-Free Actions​

The following actions do not consume credits:

  • Sending emails (manual or from templates)
  • LinkedIn connection requests
  • LinkedIn messages
  • Viewing your dashboard and analytics
  • Managing campaigns and contacts
  • Importing contacts from CSV
  • Basic contact management

Viewing Your Credit Usage​

Current Balance​

  1. Go to Settings → Billing
  2. View your Credit Balance at the top
  3. See credits used this billing period
  4. View reset date for your monthly allowance

Usage History​

  1. Go to Settings → Billing → Usage History
  2. View detailed breakdown by:
    • Action type
    • Date range
    • Campaign
    • User (for team accounts)

Usage Alerts​

Set up alerts to avoid running out of credits:

  1. Go to Settings → Notifications
  2. Enable Credit Usage Alerts
  3. Set threshold (e.g., alert at 20% remaining)
  4. Choose notification method (email, in-app, or both)

Plans & Credit Allowances​

Subscription Plans​

PlanMonthly CreditsBest For
Starter500 creditsIndividual users, light outreach
Professional2,000 creditsSales teams, moderate volume
Business5,000 creditsGrowing teams, high volume
EnterpriseCustomLarge organizations, unlimited needs

What's Included​

All Plans Include:

  • Unlimited email sending
  • LinkedIn automation
  • CRM integrations
  • Campaign management
  • Analytics & reporting
  • Email templates
  • Team collaboration (varies by plan)

Credits Are Used For:

  • AI-powered features (email generation, reply handling)
  • Data enrichment (email verification, phone lookup)
  • Premium integrations

Managing Your Credits​

Tips to Optimize Credit Usage​

1. Use Templates for Common Emails

  • Create email templates for frequent use cases
  • Templates don't use credits (only AI generation does)
  • Personalize templates with merge fields

2. Batch Your AI Generation

  • Generate multiple AI emails in one session
  • Use AI for your best prospects
  • Use templates for broader outreach

3. Verify Emails Strategically

  • Verify before sending to new domains
  • Skip verification for known-good addresses
  • Use catch-all detection to save credits

4. Enable AI Reply Only When Needed

  • Enable AI reply handling for active campaigns
  • Disable for campaigns with low response rates
  • Review AI replies periodically for quality

Purchasing Additional Credits​

If you need more credits mid-cycle:

  1. Go to Settings → Billing
  2. Click Purchase Credits
  3. Select credit package:
    • 500 credits - $25
    • 1,000 credits - $45
    • 2,500 credits - $100
    • 5,000 credits - $175
  4. Complete purchase
  5. Credits are added instantly

Note: Purchased credits do not expire and carry over between billing cycles.

Upgrading Your Plan​

If you consistently need more credits:

  1. Go to Settings → Billing
  2. Click Change Plan
  3. Select a higher tier plan
  4. Review the changes
  5. Confirm upgrade
  6. New credit allowance applies immediately

Billing & Payments​

Payment Methods​

Salestools accepts:

  • Credit/Debit Cards (Visa, Mastercard, Amex)
  • ACH Bank Transfer (US accounts)
  • Wire Transfer (Enterprise plans)
  • Annual billing (10% discount)

Managing Payment Methods​

  1. Go to Settings → Billing → Payment Methods
  2. Add, remove, or update payment methods
  3. Set a default payment method
  4. View payment history

Invoices​

  1. Go to Settings → Billing → Invoices
  2. View all past invoices
  3. Download PDF invoices
  4. Email invoices to your finance team

Billing Cycle​

  • Monthly plans bill on the same date each month
  • Annual plans bill once per year
  • Credits reset at the start of each billing period
  • Unused credits from your plan allowance do not roll over
  • Purchased credit packs do roll over

Team Credit Management​

For Team Admins​

If you manage a team account:

View Team Usage:

  1. Go to Settings → Team → Usage
  2. See credit usage by team member
  3. Identify high and low users
  4. Export usage reports

Set User Limits:

  1. Go to Settings → Team → Permissions
  2. Set per-user credit limits
  3. Restrict access to credit-consuming features
  4. Require approval for high-credit actions

Credit Allocation:

  • Credits are shared across the team by default
  • Admins can set individual user limits
  • Usage is tracked per user for reporting

For Team Members​

  • View your personal usage in Settings → My Usage
  • Check remaining credits before high-volume campaigns
  • Request additional credits from your admin if needed

Credit FAQs​

What happens if I run out of credits?​

  • AI features will be paused
  • Manual sending and LinkedIn actions continue to work
  • You can purchase additional credits anytime
  • Upgrade your plan for more monthly credits

Do unused credits roll over?​

  • Plan credits: No, they reset each billing cycle
  • Purchased credits: Yes, they never expire

Can I get a refund for unused credits?​

  • Purchased credits are non-refundable
  • Contact support for billing issues or exceptions
  • Downgrades take effect at next billing cycle

How do I track ROI on credits?​

  1. Go to Analytics → Credit ROI
  2. See meetings booked per credit spent
  3. View reply rates for AI-generated emails
  4. Compare AI vs. template performance

What if I have a billing dispute?​

  1. Contact support at info@salestools.io
  2. Include your account email and invoice number
  3. Describe the issue
  4. We respond within 24 hours

Enterprise & Custom Plans​

For high-volume needs or custom requirements:

Enterprise Features​

  • Custom credit allowances
  • Dedicated account manager
  • SLA guarantees
  • Custom integrations
  • Advanced security features
  • Volume discounts

Contact Sales​

Support​

Billing Questions?

Last Updated: January 2025 Version: 1.0