Every plan starts with a 14-day free trial — no credit card required. Two plans, no setup fees, transparent overage if you grow past Business. Connect your own SMTP provider for sends — your bill, your deliverability, your reputation.
Every plan includes audit log, 2FA, encrypted storage, status page, and a 14-day free trial — no card required.
| Feature | Pro | Business |
|---|---|---|
| Contacts | 25,000 | Unlimited |
| Deal pipelines | Unlimited | Unlimited |
| Shared inbox (email sync) | ✓ | ✓ |
| Custom fields & segments | Unlimited | Unlimited |
| Email campaigns | 5,000 / mo | 50,000 / mo |
| Automations | All workflows | All workflows |
| Reports library | ✓ | ✓ |
| Documents & e-sign | ✓ | ✓ |
| API access | — | ✓ |
| Team seats | 5 | Unlimited |
| Custom roles & audit log export | — | ✓ |
| Support | Priority email | SLA + Slack |
We don't do card-refund-roulette. If something goes wrong, we credit your ContactForge account and auto-apply it to your next invoice before charging your card. Cleaner books, faster resolution, and your card stays untouched whenever credit covers the bill.
Quick reads on the stuff people usually email about before they sign up.
No. Every plan starts with a 14-day free trial, no card required. You get up to 250 contacts during trial so your team can kick the tyres on real data. We only ask for payment if you decide to keep going.
We email you a heads-up at day 7 and day 13. If you do nothing, your workspace pauses (data preserved). Add a card any time during the trial or after and your plan activates with full contact limits restored.
Yes. Upgrades take effect immediately with prorated charges. Downgrades apply at your next billing anchor so you keep what you paid for. No phone call required — one click in Settings.
Pro (/mo) covers most small sales teams: 25,000 contacts, 5 seats, 5,000 campaign sends/mo, and all automations + integrations. Business (/mo) raises the caps to 100,000 contacts, 25 seats, and 50,000 sends/mo, and adds API access, custom roles, and audit-log export. Business also accepts overage if you grow past those caps — per 1k contacts, per extra seat, per 1k sends — so you never hit a wall mid-month.
For bulk campaign sends, yes — you connect SES, Postmark, SendGrid, Mailgun, or any custom SMTP relay in Settings » Email Provider. That way your domain handles deliverability via SPF/DKIM/DMARC, bounces hit your account (not ours), and you pay the per-email cost directly — usually pennies per thousand. Account emails from us (signup confirms, password resets, billing receipts) still flow through our infrastructure, no setup needed.
Business absorbs the overage automatically. You'll see a heads-up banner when you cross 80% of any cap, and a separate line on the next invoice itemising how much overage was added. No surprise upgrades, no contact-sales gate — you just keep working and the math is on your receipt.
We retry on a smart schedule (3 attempts over 9 days) and email you each time. After the third failure we pause writes but keep your data intact for 90 days so you can update the card and pick up right where you left off.
Yes — issued as account credit auto-applied to your next invoice. Faster than a card refund (which takes 5-10 business days to settle) and cleaner for your books. If you cancel entirely with unused credit, we work out a card refund case-by-case.
Annual prepay saves you roughly two months versus monthly (/yr Pro vs monthly; /yr Business vs ,188 monthly). Pick monthly if you want flexibility, annual if you're committed and want the discount.
Yes. Annual billing is roughly 17% off the monthly equivalent on every plan — that's two months free, baked into the price, no coupon needed.
Questions? Check the FAQ or browse the features list.