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Documentation Index

Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt

Use this file to discover all available pages before exploring further.

Dealtree uses a credit-based pricing model. Credits are used to perform key account intelligence actions, such as organization sync, org chart generation, buying committee analysis, and action plan generation. At the moment, Dealtree offers two main options:

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Free Trial

The Free Trial is designed for users who want to explore Dealtree before choosing a paid plan. The Free Trial includes:
  • No card required
  • 2,000 credits
  • 1 seat
  • Organization sync
  • Org chart generation
  • Buying committee analysis
  • Action plan generation This plan is useful if you want to test Dealtree with a few accounts and understand how the platform fits into your sales workflow.

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Pro Plan

The Pro Plan is designed for users and teams who want to use Dealtree regularly for account research, stakeholder mapping, and sales planning. The Pro Plan includes:
  • $99 per month
  • 10,000 credits per month
  • 3 seats
  • Organization sync
  • Org chart generation
  • Buying committee analysis
  • Action plan generation This plan is suitable for sales teams, founders, consultants, and agencies who need ongoing access to account intelligence across multiple target accounts.

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What are credits?

Credits are the usage units inside Dealtree. When you perform certain actions in the platform, credits are consumed from your available balance. Credits may be used for actions such as:
  • Syncing an organization
  • Generating an org chart
  • Running buying committee analysis
  • Generating an action plan Your available credit balance can be viewed from the Billing section inside your Dealtree workspace.

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What are seats?

Seats define how many users can access your Dealtree workspace. For example:
  • The Free Trial includes 1 seat
  • The Pro Plan includes 3 seats If you are working with a team, each invited team member uses one seat.

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Where can you view your plan and credits?

To view your current plan, credits, and seat usage, go to Billing from the left sidebar. From the Billing page, you can check:
  • Current plan
  • Trial status
  • Trial expiry date
  • Seats used
  • Available credits
  • Included credits
  • Purchased credits This helps you track your usage and understand how many credits are still available in your workspace.