Free until it runs without you

Yes. Operelio's Free plan gives you 5 jobs a month with 15 of the 17 tools, up to 2,000 rows a job, and no credit card. It includes CSV and Excel export and the Bridgeant advisor, which reviews your file and points you at the right fix. You also get one trail to build and test in the sandbox; running a trail on its own needs Starter. Pushing to a CRM, deep email verification and Do Not Contact lists need Starter. You can also connect Claude or ChatGPT over MCP, within the plan's limits.

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, or if you need the API and webhooks.

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 and single leads 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), files kept 90 days (vs 30), 12,000 verify credits (vs 4,000), 1,000 Bridgeant messages (vs 400), a higher API limit (5,000 calls per month vs 1,000), batch processing (50 files, 500,000 rows total), and jobs that start ahead of Pro jobs when the queue is busy. Pick Pro for one shared workspace; pick Agency to keep every client's data in its own space or to process files in bulk.

Anyone who signs in to Operelio. The reps you route leads to are owners in your CRM, so they work the leads in HubSpot, Salesforce or Pipedrive and don't need a seat. Free includes 1 seat, Starter 1, Pro 5 and Agency 10. Pro and Agency can add more at $15 and $25 a seat a month.

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.

The Bridgeant advisor is on every plan, including Free: it reviews a file, tells you what's wrong, and answers questions about the product. On Starter and up, Bridgeant builds trails from one sentence, changes them when you ask, plans and runs cleanups on your files, answers from your Analytics, and checks every trail each morning. It runs nothing until you approve. Talking to Bridgeant never spends your job credits.

Yes, with a trail. A trail watches a folder and runs your saved steps when a file or lead arrives, or on a schedule you set. It runs automatically: a new file is usually picked up within about ten minutes, and a folder of more than 25 files is taken 25 at a time. A folder takes a dropped file, an email, or leads from your website form, Typeform or its webhook. 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 new trail holds every push for review by default, so nothing reaches your CRM until you look at it. Some templates let a clean run push on its own, and an admin can change that for the workspace or for any trail. Even then it stops and asks whenever there is anything to report. Trail runs use your ordinary job allowance. A full email check also uses verify credits, and a Bridgeant review uses one message when it reads words you wrote. Switches and failsafes on their own are free. Leads that arrive one at a time are free up to your plan's single-lead allowance. Past that, each 10, or part of 10, uses one job.

Yes, on Pro (3 endpoints) and Agency (10): a signed request when a lead is held or pushed, a run finishes or a trail pauses.

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.

You can still view and download previous results, but new jobs pause until your jobs reset. That's once a month, on the day your plan started (on Free, the day you signed up), and Billing shows the date. 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 while your payments are up to date. Upgrading your plan is also immediate.

Every answer uses one message, except a question about how the whole process works, which gets a free answer from help text. One message usually completes a step of work, like reviewing a file or building a plan. AI operator mode uses the AI and spends messages. Advisor mode has no AI, so it spends no messages. It checks a file and answers questions about plans, pricing and the tools from fixed rules. The free file check and clicking Run on a plan are free too. Starter includes 150 messages a month. Pro includes 400 a month for the whole workspace, up to 250 for any one person, and Agency 1,000, up to 600 for any one person, shared with client workspaces too. Past their share, a person keeps going on bought messages while the workspace has any. 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; included messages reset every month on your cycle date, even on a quarterly or annual plan, and unused ones don't roll over, while purchased packs never expire. Messages and packs pause while a payment is overdue.

Upload CSV or Excel (.xlsx or .xls) files. Files emailed to a trail folder can also be PDF or Word (.docx). Every plan, Free included, can export as CSV or Excel. Max file size ranges from 2 MB (Free) to 100 MB (Agency).

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

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 under Settings, then Team. Extra seats bill monthly: an extra member is charged when they join, for the rest of the current seat month, then monthly. Removing a member gives no credit, and the lower count bills from the next monthly seat charge. If you cancel your plan, extra seats end on the same day as the plan. If the card is declined when a member joins, the member is still added, Billing shows a notice and we retry each night.

Yes. You can upgrade, downgrade or cancel an Operelio plan from the Billing page, with no contract. An upgrade applies straight away: Stripe invoices the difference for the rest of your current period, and the plan changes once that payment goes through. A downgrade or cancellation takes effect at the end of the period you have already paid for, so you keep the time you bought (between paid plans, the lower plan can start up to a day early). Starter and Free include one seat, so a workspace with more members has to remove the extras before moving to either. Quarterly and annual plans are charged up front for the whole period, and the unused part of a paid period is not refunded.

Yes. You'll get an email 15 days before your annual plan renews.

We don't refund partial months or years. The exceptions are refunds the law requires and refunds our terms promise: an untouched credit pack within 14 days of purchase, and a 14-day change-of-mind right for consumers in the UK and EU on a first purchase, less a fair share for what you used in those 14 days, which ends once a purchase has been fully delivered. Email support@operelio.com to ask, and a person handles the request.

On the Billing page, View invoices opens the Stripe portal with your past invoices and receipts. Extra seats and monthly add-ons are separate subscriptions, so they show as their own invoices.

Stripe retries the card. While the payment is overdue you keep your plan and your jobs keep running, but verify credits, Bridgeant messages and purchased packs are paused and you can't buy packs. Your admins see a banner in the app and update the card from Manage subscription on the Billing page, and everything comes back once the payment clears. If the payment keeps failing, Stripe eventually cancels the subscription and the workspace moves to Free. Your files and saved items stay.

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.

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 removed after your plan's retention period (24 hours on Free, 30 days on Starter and Pro, 90 days on Agency) by a daily cleanup, so a file can stay up to a day past its expiry. On Starter and above you can star a file to keep it. See our security page for full details.