Plans
Which plan do I need for parallel dialing?
Which plan do I need for parallel dialing?
Gold, Enterprise or Enterprise Plus. Those seats dial up to 5 lines at once with
AI Parallel Dialing. Silver seats dial one line at a time. See
Choose the right plan.
Which plans include Ari and the Salesfloor?
Which plans include Ari and the Salesfloor?
Ari comes with Enterprise and Enterprise Plus seats, and Admin seats. The Salesfloor
comes with Gold, Enterprise and Enterprise Plus seats, and Admin seats.
Can I still buy Silver?
Can I still buy Silver?
Not self-serve. Teams already on Silver keep it and can manage it as usual. New teams buy Gold
in the app, or talk to sales.
Can one team have seats on different plans?
Can one team have seats on different plans?
Yes. For example, Gold for your closers and Silver for new hires. Each plan has its own pool of
seats on Settings › People.
Do managers who don't dial need a paid seat?
Do managers who don't dial need a paid seat?
No. Give them an Admin seat. It does not use one of your paid seats. Admins can manage the
team and billing, use Ari, join the Salesfloor and review coaching, but they cannot dial. See
Invite your team and assign seats.
Buying and changing seats
How do I buy seats?
How do I buy seats?
On the Plans page in the app, buy from 1 to 5 Gold seats, monthly or yearly. Tick
+ SmartEnrich to add monthly enrichment credits to each seat. For prices, see
salesfinity.ai/pricing. See
Manage your subscription.
I need more than 5 seats.
I need more than 5 seats.
Talk to sales. Use Need 6+ seats? Contact sales on the Plans page. Bigger teams, international
dialing and custom credit amounts go through sales.
Who can buy, change or cancel our plan?
Who can buy, change or cancel our plan?
The team owner and anyone with an Admin seat. Members can see seat counts and the
subscription status, but cannot change them.
How do I add seats, change plans or update our card?
How do I add seats, change plans or update our card?
Open Settings › People and select Manage Subscription. Every change happens in the
billing portal, including canceling. Enterprise teams talk to their account team instead.
Someone left. How do I free their seat?
Someone left. How do I free their seat?
Set their Status to Inactive on Settings › People. They lose access, their seat
is freed and their call history stays. Then invite the new hire onto the free seat.
Credits
What costs credits?
What costs credits?
Only finding new phone numbers and emails. Each contact where something is found uses 1 credit.
A lookup that finds nothing is free. Dialing, recording, AI call summaries and building a list
with Ari cost no credits. See Track your credits and AI usage.
Can Salesfinity spend my credits without asking?
Can Salesfinity spend my credits without asking?
No. The SmartEnrich dialog shows how many credits a run can use before you start it, and Ari
asks for approval before any lookup.
How do I get more credits?
How do I get more credits?
In the SmartEnrich dialog, select Contact sales to get more credits. Enterprise teams can
also ask their account team.
Payments
What happens if a payment fails?
What happens if a payment fails?
Your seat card shows past due and the charge is retried. Your team keeps working for 2 days.
Update your card in Manage Subscription to avoid any break.If the 2 days run out, the team is suspended until the payment goes through. The owner or an
admin can fix it from the billing portal. See Manage your subscription.
If our subscription ends, do we lose our data?
If our subscription ends, do we lose our data?
No. Your team, contacts and call history stay. Pick a plan again to get back in.
Next steps
Choose the right plan
Compare Silver, Gold, Enterprise and Enterprise Plus.
Manage your subscription
Buy seats, change plans and update your card.
Track your credits
What costs credits and where to see your balance.
Get help from the team
Chat or email when you are stuck.