Free until it runs without you

Start free with 15 tools. Put Trail automations live on Starter, scale them on Pro, or run every client from Agency.

Startersave $117/yrProsave $297/yrAgencysave $897/yr

Free

Clean and transform your spreadsheets. Perfect for trying Operelio on your messy files.

$0
Get started free
  • 15 of the 17 tools, with no paid-only features in them
  • 5 jobs a month, up to 2,000 rows
  • One trail to build and test in the sandbox
  • Bridgeant advisor: looks at your file and tells you what's wrong
  • Quick clean: free email screen, zero credits
  • CRM Formatter: every platform, every object type
  • CSV and Excel export
  • 24-hour file retention

Starter

For solo operators who clean, verify and push data to a CRM every week, and put the first trails live.

$39$29.25/mo

$351 billed annually

Upgrade to Starter
  • 2 trails running on their own, 5 built
  • Push directly to HubSpot, Salesforce, Pipedrive
  • Bridgeant AI operator: plans and runs jobs after you approve
  • 300 jobs a month, up to 50,000 rows
  • 1,000 verify credits for the Email Verifier and Finder
  • 150 Bridgeant messages a month
  • Workflow Builder and Company Active Check
  • All 17 tools, no feature limits
Most popular

Pro

For small teams sharing a workspace. 5 seats included, scale up as you grow.

$99$74.25/mo

$891 billed annually

Upgrade to Pro

Everything in Starter, plus:

  • 10 trails running on their own, 20 built
  • 5 seats included, $15 per extra seat
  • 1,000 jobs a month, up to 75,000 rows
  • Shared workspace with audit trail
  • 150 saved mappings, 50 saved workflows
  • 250 Bridgeant messages per seat, 400 shared
  • 4,000 verify credits, shared across the workspace
  • API access (1,000 calls/month)

Agency

For agencies cleaning and pushing data for many clients, each in its own workspace.

$299$224.25/mo

$2,691 billed annually

Upgrade to Agency

Everything in Pro, plus:

  • Up to 25 client workspaces (for agencies)
  • 25 trails running on their own, 50 built, shared across your workspaces
  • 10 seats included, $25 per extra seat
  • 3,000 jobs a month, up to 150,000 rows
  • Batch processing (50 files, 500,000 rows)
  • 600 Bridgeant messages per seat, 1,000 shared
  • 12,000 verify credits, shared across the workspace
  • API access (5,000 calls/month)

No card to start, nothing to install, and you can change or cancel your plan whenever you like.

Enterprise

When it's the whole company's data, not one team's list

Talk to us

Priced per customer, scoped with you.

Fix the records you already have

Export from your CRM, run it through Operelio, push the corrected fields back. Duplicates and dead addresses come back flagged, for you to work through.

Check every import the same way

Point every list at one trail and it gets the same treatment: cleaned, verified, checked, pushed. Set it up once and the only manual step left is approving the push.

Know what happened to it

Every job is logged: what ran it, when, and what it did to the file. Anyone on the team can see it without asking the person who ran it.

Set up with you

  • Custom limits on trails and folders
  • Single sign-on
  • Custom CRM connectors and field mapping
  • Annual invoicing and PO
  • A security review
  • Hands-on setup

Full breakdown

Compare every feature

Feature
Free
Starter
Pro
Agency
Jobs per month
5
300
1,000
3,000
Max rows per job (email verification has its own daily limit)
2,000
50,000
75,000
150,000
Max file size
2 MB
25 MB
35 MB
100 MB
Concurrent jobs
1
2
3
5
File retention
24 hours
30 days
30 days
90 days
Priority processing
Trails you can build
1, sandbox only
5
20
50 shared across your workspaces
Trails running automatically
2 at a time
10 at a time
25 at a time, shared across your workspaces
Watched folders (drop a file, or email it in)
25
75
200
Templates, dry runs and test runs on your own file
Automated lead routing: one owner, round robin, or a column in the file
Seven safety checks and Bridgeant review on every push
Approval by email, every run and version on the record
CRM Formatter
All platforms, all objects
All platforms, all objects
All platforms, all objects
All platforms, all objects
CRM push (HubSpot, Salesforce, Pipedrive)
Rows per push (a larger file formats in one job, then pushes in batches)
50,000
50,000
50,000
Saved mappings
25
150
300
Custom CRM templates
5
25
75
Advisor: reviews a file, recommends the fix, answers questions
AI operator: plans and runs jobs after you approve
Bridgeant messages each month
150
250 per seat, 400 shared
600 per seat, 1,000 shared
Message packs and a monthly add-on
Email Verifier & Finder
Quality screen only
Verify credits included each month
1,000
4,000 shared
12,000 shared
Quick clean (free email screen)
Full email verification
Verification daily limit
2,500 rows per day
8,000 rows per day
25,000 rows per day
Catch-all scoring and address recovery (Finder)
Send-readiness score and one-slider export
Do Not Contact list
Up to 5,000 rows
Up to 25,000 rows
Up to 100,000 rows
Bounce feedback and analytics
Included seats
1
1
5
10
Extra seat price
$15/seat/mo
$25/seat/mo
Shared workspace and audit trail
Client workspaces
Up to 25
Files library with versions and file tasks
Health Check
Company Active Check
1 job per run, no credits
1 job per run, no credits
1 job per run, no credits
Excel to CSV
CSV to Excel
Clean Headers
Deduplicate
Find & Replace
Filter & Extract
Column Manager
Transpose / Unpivot
Match & pull columns (VLOOKUP)
Compare Files
Merge Files
Up to 2 files
Up to 10 files
Up to 15 files
Up to 25 files
Split File
Up to 25 files
Up to 500 files
Up to 1,000 files
Up to 2,000 files
Workflow Builder
Saved workflows
10
50
200
Batch processing
50 files, 500,000 rows total
API access
1,000 calls/month
5,000 calls/month
CSV output
Excel output
Apply fixes (Health Check)
Annotated XLSX export
Duplicates file export
Non-matching rows export

Add-on credits

Need more than your plan includes?

Every paid plan includes verify credits for the Email Verifier & Finder and Bridgeant messages. Run low in a busy month and you can top up verify credits, buy a message pack, or add a one-off job pack, anytime from your billing page.

Common questions

Pricing FAQ

Is there a free plan?+

Yes. You get 5 jobs per month with access to 15 of our 17 tools, with no paid-only features in them, up to 2,000 rows per job, CSV export, and the Bridgeant advisor, which reviews your file and points you at the right fix. No credit card needed to start.

Which plans include Bridgeant?+

The Bridgeant advisor is on every plan, including Free: it reviews a file, tells you what's wrong, and answers questions about the product. The AI operator comes with Starter and up: it plans a multi-step job with exact counts, and runs it only after you approve. Talking to Bridgeant never spends your job credits, and the operator runs nothing until you approve the plan.

Can Operelio run automatically, without me starting it?+

Yes, with a trail. A trail watches a folder and runs your saved steps when a file arrives, or on a schedule you set. It runs automatically: a new file is usually picked up within a few minutes. Every plan can build a trail and test-run it, Free included. Running a trail automatically starts on Starter, and every paid plan can run one on a schedule as often as every 6 hours. Starter keeps 2 running at a time out of 5 you can build, Pro keeps 10 out of 20, and Agency keeps 25 out of 50, shared across your workspaces. A trail holds every push for review by default, so nothing reaches your CRM until you look at it. You can let a run push on its own, and if you do, it still stops and asks whenever there is anything to report. Trail runs use your ordinary job allowance. There is no separate meter for them.

How do Bridgeant messages work?+

A message is one send in the Bridgeant chat that the AI reads, in Advisor and Operator mode alike, and one message usually completes a step of work: review a file, build a plan, answer a question. Sends answered by Operelio's built-in knowledge are free, and so are the automatic file check on upload and clicking Run on a plan. Starter includes 150 messages each billing cycle. Pro includes 250 per seat from a shared pool of 400, and Agency includes 600 per seat from a shared pool of 1,000 that covers client workspaces too. Running a job you approved costs a job, not a message. If you need more, buy a one-off pack or a monthly message add-on from your billing page; unused included messages reset with your billing cycle, while purchased packs never expire.

What's the difference between Starter and Pro?+

Starter is for solo operators: one seat, 300 jobs per month, up to 50,000 rows per file, and 2 trails running on their own. Pro is for small teams sharing a workspace: 5 seats included with extra seats at $15 per month, 1,000 jobs per month, up to 75,000 rows per file, 10 trails running, and 150 saved mappings. Pick Pro if more than one person needs to run jobs, share saved mappings, or approve a trail's runs.

How does seat billing work on Pro and Agency?+

Pro includes 5 seats in the base price; extra members are billed at $15 per seat per month. Agency includes 10 seats with extra seats at $25 per month. You add and remove members from the Team Settings page in your workspace, and Stripe prorates seat changes immediately.

Can I change or cancel my plan anytime?+

Yes. No contracts, no lock-in periods. Upgrade, downgrade, or cancel from the Billing page whenever you want. An upgrade applies straight away, and Stripe invoices the difference for the rest of your term. A downgrade or cancellation takes effect at the end of the period you have already paid for, so you keep the time you bought.

What counts as a job?+

A job is one run of one tool on your file. Cleaning headers is a job; deduplicating is another. Previewing a result costs nothing, so only clicking Run counts. If a file needs several fixes, Apply Fixes does them in one job, and on Starter and above the Workflow Builder chains steps so a whole cleanup is still one job rather than one per step. Free includes 5 jobs a month and Agency includes 3,000, and the count resets with your billing cycle.

What happens when I hit my monthly job limit?+

You can still view and download previous results, but new jobs pause until your next billing cycle. On Starter and above you don't have to wait: buy extra jobs from your billing page, either as a one-off pack or a recurring monthly add-on, and they're available right away. Upgrading your plan is also immediate.

What file formats are supported?+

Upload CSV or Excel (.xlsx) files. Free plans export as CSV. Starter, Pro, and Agency can export as both CSV and Excel. Max file size ranges from 2 MB (Free) to 100 MB (Agency).

Which CRMs can I push data to?+

Starter, Pro, and Agency plans support direct push to HubSpot, Salesforce, and Pipedrive, for people and companies alike: HubSpot contacts and companies, Salesforce contacts, leads and accounts and Pipedrive people and organizations. On the Free plan, you can export CRM-formatted CSV files ready to import into any platform.

How does Operelio compare to Insycle?+

Operelio cleans and formats files before they reach your CRM; Insycle cleans records already inside it, on a schedule. Operelio is a flat monthly price and starts free, while Insycle prices by record volume. See Operelio vs Insycle

What happens to my data if I downgrade?+

Downgrading deletes nothing. Saved mappings, workflows, and custom CRM templates above your new plan's limits are kept but locked until you upgrade again. Files you've already uploaded keep the retention window they were given at upload; new uploads follow your new plan's window. Job history stays put.

Is my data secure?+

Files are encrypted in transit with TLS, and encrypted at rest by the providers that store them. Your data is only used to run the jobs you request, and is deleted after your plan's retention period (24 hours on Free, 30 days on Starter and Pro, 90 days on Agency) unless you star it. See our security page for full details.

How are payments handled?+

All payments are processed by Stripe, a PCI Level 1 certified provider. Your card details are entered directly into Stripe's secure forms and never touch our servers. We only see the card type, last four digits, and expiry date.

What's the difference between Pro and Agency?+

The headline difference is client workspaces: Agency can run up to 25 isolated workspaces, one per client, from a single account, which Pro does not have. The trail caps are one pool across the whole account, and you set each client's slice of it. Agency also adds 10 seats (vs 5 on Pro), 3,000 jobs per month (vs 1,000), up to 150,000 rows per file (vs 75,000), a higher API limit (5,000 calls per month vs 1,000), batch processing (50 files, 500,000 rows total), and priority job processing. Pick Pro for one shared workspace; pick Agency to keep every client's data in its own space or to process files in bulk.

Do you offer discounts for longer billing periods?+

Yes. Quarterly billing saves 10% and annual billing saves 25% on Starter, Pro, and Agency. You can switch between billing periods at any time.

Do you offer an Enterprise plan?+

Enterprise is priced per customer, because the scope varies. The usual pieces: custom limits on trails and folders, single sign-on, custom CRM connectors and field mapping, annual invoicing and PO, a security review, and hands-on setup. We set these up with you during onboarding. Tell us what you need to run and what it has to satisfy, and we will scope it. Talk to us about Enterprise

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