Account, Team & Billing
Manage your profile, invite teammates, and handle your plan and billing.
By Joy and 1 other2 authors15 articles
- Inviting Team MembersHow team owners and admins invite and manage DealMachine team members from Organization Settings.
- How to cancel your DealMachine subscriptionUse this article to cancel your DealMachine subscription.
- How to add a new credit cardUse this article to add a credit card to your DealMachine account, set a default card, or remove a card.
- Account settings overviewExplains where to manage your DealMachine profile and account, including export limits, workspaces, display mode, and Manage Profile options.
- How data credits workExplains DealMachine's data credit cost model for revealing contacts and exporting records, plus plan allowances and where to check your balance.
- The three balances: Data Credits, Wallet Funds, and AI CreditsExplains what each of DealMachine's three separate balances pays for: data credits, Wallet Funds, and AI Credits.
- Plan and billingExplains how to manage your DealMachine plan, team seats, and payment method from Settings and the Stripe billing portal.
- Funds and Wallet (paying for mail)Explains how DealMachine direct mail is paid from your Funds balance in the Wallet, including Order Summary, Reload now, and Auto-reload.
- Apps & Integrations: connect third-party toolsConnect, configure, and disconnect third-party tools so your data flows between DealMachine and the rest of your stack.
- Claiming and managing Special OffersHow to claim an offer (as a new plan or on top of an existing one), how packages stack at a locked rate, how credits combine into one pool, and…
- The Activity LogAdmins can view organization-wide activity to track team actions, monitor usage, and review account history, with filters and search.
- Organization settingsAdmins manage the organization profile and team members — invite, change roles, remove members, and handle pending invitations.
- Your profile settingsManage your name and photo, email addresses, phone numbers, and connected sign-in accounts (Google, Apple).
- Classic plans vs. new DealMachine plansHow the classic Starter/Pro/Pro+ plans compare to the new Basic/Pro/Scale plans — pricing model, data credits, premium filters, support, and what stays the same.
- Is DealMachine free to use or is there cost?DealMachine is free to explore — no credit card required. There's no time-limited free trial; you pick a paid plan whenever you're ready to reveal contacts, export, and go full…