Which plan do I need?
Pick a plan by what you actually want to do, not by feature count: Basic (free) covers file-based work, search, AI Research, enrichment, the list's own webhook and form, and pipelines to email, another list or your own endpoint — plus one connected tool for 50 credits per 30 days. Pro adds every connected tool (HubSpot, Salesforce, Attio, Pipedrive, Notion, Stripe, Google Sheets, Airtable, Lemlist, Slack, Typeform, Calendly and 3,000+ apps) for import, reload, sync back, app events, pipelines and export, premium data sources and filters, records on fair use and credits that cost 40% less. Both plans already include every finder (Person Search, Segment Search, AI Research), every enrichment provider, all quality checks, file import/export, and the Agent API — see "Which plans does ListPlus have?" for prices and what each plan includes.
Decision guide by goal#
| Your goal | Plan needed |
|---|---|
| Import/export CSV, Excel or JSON files; edit up to 5,000 records | Basic |
| Import up to 25,000 records to view, analyse and export them | Basic |
| Use one connected tool (for example HubSpot, Google Sheets or Typeform) | Basic (50 credits per 30 days) or Pro |
| Use a second connected tool, or any number of them | Pro |
| Import, reload, sync back or export through HubSpot, Salesforce, Attio, Pipedrive, Notion, Stripe, Google Sheets, Airtable or another app | Pro (Basic: one tool) |
| Lists that fill themselves from app events (Typeform, Calendly, Slack …) | Pro (Basic: one tool) |
| Send pipeline records to HubSpot, Salesforce, Pipedrive, Attio, Google Sheets, Lemlist, Instantly, Slack or "Other app" | Pro (Basic: one tool) |
| Edit more than 5,000 records (Pro: fair use, at most 50,000 in one list) | Pro |
| Premium data sources and filters (Job-Change Radar, premium segment filters, premium company extras) | Pro |
| Pay 40% less per credit | Pro |
| Send pipeline records by Email, to a Webhook or into Another list | Any plan |
| Search for people or companies, run AI Research, run quality checks, enrich contacts | Any plan |
| Check against another list (customers, competitors …), In list and Value from list columns, List roles | Any plan |
| Export a list as a file (CSV, Excel, JSON …) | Any plan |
| Connect a list to an AI agent via the Agent API (REST or MCP) | Any plan |
What happens when a feature needs a higher plan#
If you click a data source in "Connect a system" that your plan doesn't unlock, its card shows a small lock icon, and selecting it opens a screen with a heading like "HubSpot requires Pro" explaining what Pro adds. It has two buttons: Go Back, and Upgrade to Pro, with the monthly price in your own currency on the button (€69/mo in Europe, $79/mo elsewhere), which takes you straight to Plans & Billing to subscribe. If an import or an action on an existing list would push you over your record limit, it's held back until you delete lists or upgrade. On Basic, holding more than 5,000 records makes your lists read-only (view, analyse, export still work) until you upgrade — see "What happens if an import would put me over my limit?" in Record limit.
Plans in a team#
In a workspace, only the owner needs a plan: the owner's plan applies to every member of every workspace the owner owns, and members are free. Pick the plan for the combined needs of the team, because the record limit counts the lists of all the owner's workspaces together. See "Credits, plan and limits in a workspace".
Connected tools need Pro — or one tool on Basic#
Everything that goes through a connected tool — connecting an account, importing, reloading (also the automatic refresh), syncing changes back, app events, exporting and pipeline targets that reach a connected tool — is part of Pro. A Basic workspace can use one connected tool for 50 credits per 30 days: it renews every 30 days while the balance covers it and stops by itself when it doesn't; a second tool needs Pro. On top of that, each request to the tool costs credits; a pipeline delivers records at a price per record instead (also to a webhook of your own — only the Team email digest and Another list are free) — see the price list. If you later move to a lower plan, your accounts stay connected but are not used until the plan covers them again.
Credits are needed on every plan#
A plan controls what you can connect, how many records you can work with and what a credit costs (€0.05/$0.06 on Basic, €0.03/$0.035 with Pro) — it doesn't include a monthly credit allowance. Every enrichment lookup and AI action is paid from your credit balance on Basic and Pro alike; see "How do credits work?" for what you get for free and how to buy more.
Related topics: plans-and-pricing · credits-explained · buying-credits · record-limit · billing-in-workspaces.
FAQ#
Which plan do I need?#
It depends on your goal: Basic (free) covers file import/export, imports up to 25,000 records and edits up to 5,000, and can keep one connected tool for 50 credits per 30 days. Pro (€69/$79 a month) adds every connected tool for every way, premium data sources and filters, records on fair use and credits that cost 40% less. Searching, enriching, AI Research, quality checks and the Agent API work the same on both plans.
What can I do on Basic without upgrading?#
On Basic you can already import and export files (CSV, Excel, JSON), use every finder — Person Search, Segment Search, AI Research — the Watchlist, AI commands, every enrichment provider and quality check, a list's own webhook and form, pipelines to email, another list or your own endpoint, and the Agent API to connect a list to an AI agent. One connected tool is possible for 50 credits per 30 days. What needs Pro: a second connected tool, premium data sources and filters, editing more than 5,000 records, and the 40% lower credit price.
Why is a connection locked, and what do I see?#
Connected tools — HubSpot, Salesforce, Pipedrive, Attio, Notion, Stripe, Google Sheets, Airtable, Lemlist and the 3,000+ other apps — are part of Pro; a Basic workspace can use one of them for 50 credits per 30 days, and a second one is locked. File import/export is open to every plan. A locked source shows a small lock icon, and opening it shows a screen like "HubSpot requires Pro" with two buttons: Go Back, and Upgrade to Pro (with the price in your currency), which takes you to Plans & Billing. You can browse every source; you just can't connect a locked one until you upgrade.
Can I export my list on Basic?#
Yes, downloading a list as a file (CSV, Excel, JSON and more) works on every plan, including Basic. Exporting to or importing from a connected tool such as Google Sheets or HubSpot is part of Pro — or uses Basic's one connected tool.
Do I need Pro for the API or an AI agent connection?#
No — the Agent API (REST and MCP) for connecting a list to an AI agent like Claude is included on every plan, including Basic, with no plan check. It's separate from connecting third-party tools like HubSpot or Google Sheets under "Connect a system", which does depend on your plan.
Can I try a Pro feature before paying?#
You can see every locked feature — its card, description and lock icon are all visible on Basic — but you can't actually use it until you subscribe to Pro. There's no time-limited trial of Pro; on Basic you can try one connected tool for 50 credits per 30 days.
Which plan does my team need?#
Only the workspace owner needs a plan; members work on the owner's plan and credits for free. Choose it for the whole team's needs: the record limit counts all lists in all workspaces the owner owns, and the integrations unlock for every member.