Questions About Clay Free Trial and Account Transfer Options

Scott J. · 2025-03-12T13:01:56.627351+00:00

Hi All, my Clay free trial is ending. I'm closer to signing up for a package however not there yet. Is there a way to continue to use a free plan to play with the platform or once my trial ends will I be shut out? Also, am I amble to transfer my workbook to a different account?

Yes, you can continue using Clay with our Free plan after your trial ends. The Free plan includes: • 1.2K credits per year (100 credits per month) • Unlimited users in your workspace • Up to 5,000 searches for people, companies, and jobs • Data export capabilities • Access to AI features and Claygent • Credit rollover (capped at twice your monthly limit) • Access to 100+ integration providers • Chrome extension usage Note that phone number enrichments are not available on the free plan. When your trial expires, you'll automatically be moved to the free plan. You can always upgrade to a paid plan later when you're ready. Regarding transferring your workbook to a different account - I don't see any information about workbook transfers in the provided sources. You'll need to ask a human agent for guidance on that specific question.

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