How do I start a Structify free trial, and what are the limits (rows/credits) during the trial?

Structify makes it intentionally fast to test the product on real revenue questions—without a credit card, contract review, or waiting for an implementation. You can spin up a free trial in minutes, connect your core tools, and see how far you can get on $20 of included credits before you decide to upgrade.

Quick Answer: You can start a Structify free trial directly from the pricing page with no credit card required. The free trial includes 1 seat, $20 in usage credits, unlimited custom connectors, data exports, a team wiki, user roles, and community support; once you exhaust your trial credits, you’ll need to upgrade to keep ingesting and processing more data.

Why This Matters

If you own pipeline, forecasting, or marketing ROI, you don’t have weeks to “evaluate a platform.” You need to know—quickly—whether Structify can actually answer questions like “Why did enterprise pipeline slip this quarter?” or “Which channels drive closed-won, not just MQLs?” within your real stack.

The free trial is built for that reality. It’s enough capacity to:

• Connect your core tools (Salesforce/HubSpot, ad platforms, support, call transcripts).
• Run a handful of serious ingestion and analysis jobs.
• Prove that Structify can turn scattered data into live, shareable revenue insights—without committing a budget line.

Key Benefits:

• No-risk onboarding: Start for $0, no credit card, and see if Structify works in your messy environment.
• Real workloads, not a demo sandbox: Use unlimited custom connectors and uploads so you’re testing against actual CRM/export/docs/web data.
• Clear upgrade path: When you hit the $20 credit ceiling, you can move to a paid plan with higher monthly credits and the same workflow you already set up.

Core Concepts & Key Points

Concept	Definition	Why it's important
Free Trial Plan	Structify’s $0 entry plan with 1 seat, $20 in credits, unlimited custom connectors, and exports.	Lets you test Structify on real revenue questions without budget, procurement, or engineering cycles.
Credits	Usage-based allowance (e.g., for ingesting, processing, and analyzing data) granted per month or per trial.	Acts as your capacity meter—during trial you get $20 in credits to see how much work Structify can do for your team.
Seats & Access	The number of user logins you can provision under a plan (1 seat on free, 1–3 on Start-up, unlimited on Enterprise).	Controls who can log in, connect tools, and ask questions in Structify; important for RevOps vs. broader GTM coverage.

How It Works (Step-by-Step)

You can go from “just heard about Structify” to “live answers in a dashboard” in an afternoon. Here’s the flow.

1. Start the Free Trial

   • Go to Structify’s pricing page on structify.ai (look for “Powerful Data Tooling, Simple Pricing”).
   • Under Free Trial – $0, click “Try for free”.
   • Create your account with your work email, name, and a password (no credit card required).
   • You’ll land in your Structify workspace with 1 seat automatically assigned to you and $20 in trial credits.

2. Connect Data and Use Your Trial Credits

   • From the onboarding flow or main dashboard, choose Connect a data source.
   • Use unlimited custom connectors to link systems like:
     • Salesforce or HubSpot (pipeline, opportunities, accounts).
     • Ad platforms (Google Ads, Meta, LinkedIn) for spend and campaign performance.
     • Support tools (Zendesk, Intercom) for churn/expansion signals.
     • Call/meeting tools (Gong, Chorus, Zoom transcripts).
     • File uploads (CS decks, contracts, PDFs) and external web sources (competitor pricing pages, review sites).
   • As Structify ingests, normalizes, and merges this data, you’ll consume a portion of your $20 trial credits. You can:
     • Deduplicate and enrich records (e.g., merge “Acme Corp” vs. “ACME Corporation”).
     • Extract structured tables from PDFs, contracts, and presentations.
     • Scrape competitor and market data from the web for win/loss and pricing context.
   • Your credits act as a usage budget; you can track remaining capacity inside the app.

3. Ask Questions, Build Dashboards, and Decide on Upgrade

   • Start asking plain-English questions in Structify (and, once enabled, directly from Slack), like:
     • “What’s causing enterprise deals to slow down this quarter?”
     • “Which campaigns are actually driving closed-won revenue?”
     • “Where is pipeline leaking between stage 2 and stage 4?”
   • Structify’s AI will:
     • Clean, merge, and analyze across your connected tools and documents.
     • Generate interactive charts and dashboards you can export and share.
     • Keep definitions aligned through the team wiki and data documentation layer.
   • As you approach the $20 credit limit, you can:
     • Prioritize your most important questions to test before credits run out.
     • Upgrade to Start-up or Enterprise to get more credits, more seats, and 24/7 support (while keeping what you’ve already configured).

What the Free Trial Includes (Feature & Limit Rundown)

During the Structify free trial, you get:

• 1 seat

  • One active user can log in, connect sources, define metrics, and build dashboards.
  • Ideal for a RevOps lead, GTM analytics owner, or data-savvy marketer to pilot the platform.

• $20 in credits

  • This is your usage limit during the trial period.
  • Credits are spent on the operations that actually create value:
    • Ingesting and processing rows from tools like Salesforce/HubSpot.
    • Extracting and structuring data from PDFs, decks, contracts, and transcripts.
    • Scraping and updating web data (competitor pages, review sites, etc.).
    • Running analyses and generating dashboards.
  • When you hit your $20 cap, Structify will prompt you to upgrade if you want to keep ingesting or processing data.

• Unlimited custom connectors

  • No artificial cap on how many systems you connect—even on the free trial.
  • This matters if your reality looks like:
    • Salesforce + HubSpot (post-merger or cross-business units).
    • 2–3 ad platforms + 1–2 marketing automation tools.
    • Multiple support and product-usage systems.
  • You can set this up once, see the cross-source view, and then carry it forward into your paid plan.

• Data exports

  • Export tables and insights to share with your team or load into other tools.
  • Helps you validate Structify’s outputs against your existing spreadsheets and BI, or produce quick exec-readouts while you’re still “evaluating.”

• Team wiki & user roles

  • Even on the trial, you can:
    • Document key definitions (e.g., “SQL,” “pipeline created,” “enterprise segment”).
    • Use roles to control who can change connectors, definitions, or dashboards once you add more seats.
  • This is core to Structify’s “living semantic layer”—keeping definitions from drifting every quarter.

• Community support

  • Access to documentation, community channels, and best practices.
  • If you need hands-on, 24/7 support and custom implementation, that’s part of the Enterprise package.

Note: Structify’s “Trials and Betas” are for internal evaluation only and may include features that never make it into GA. They’re time-bound (typically ~30 days unless otherwise specified) and can be ended by either side.

How Credits Relate to Rows and Usage

Structify uses credits rather than a simple “row” counter because different operations consume different amounts of compute and intelligence:

• Pulling 10k rows from Salesforce and lightly normalizing them is cheaper than:
  • Extracting structured data from a 200-page contract PDF, or
  • Continuously scraping and monitoring dozens of competitor pages.

During your free trial:

• You don’t have a fixed row limit; you have a dollar-value credit limit ($20).
• The platform meters:
  • Volume (how much data you ingest).
  • Complexity (how much cleaning, merging, extraction, or scraping is required).
• Practically, $20 in credits is enough to:
  • Connect several core systems.
  • Ingest a meaningful slice of CRM + marketing + support data.
  • Run multiple analyses and build a couple of dashboards tied to real revenue questions.

If you’re a heavier user or want to move quickly, the Start-up plan bumps you to $150 in credits per month (with 1–3 seats), and Enterprise can scale far beyond that with unlimited seats and more robust support.

Common Mistakes to Avoid

• Trying to boil the ocean in the trial:

  • Don’t try to ingest every object and every field from every system in week one.
  • Instead, anchor to 1–2 urgent questions (e.g., “What’s leaking between discovery and proposal?”) and connect only the data sources needed to answer them. That keeps your credit usage focused and meaningful.

• Ignoring definitions and the wiki:

  • If you skip aligning on meanings—what counts as “pipeline created” or “active opportunity”—you’ll spend your trial arguing over numbers instead of validating outcomes.
  • Use the team wiki and data documentation early so when you upgrade, you already have a clean semantic layer.

Real-World Example

Imagine you’re the new RevOps lead at a B2B SaaS company. Your CEO asks, “Why did enterprise pipeline dip last quarter?” and your current “stack” is:

• Salesforce with inconsistent opportunity stages.
• HubSpot with campaign and lead data.
• Google Ads and LinkedIn for paid spend.
• Zendesk tickets and Gong call transcripts with all the qualitative gold.
• A mess of spreadsheets and PDFs from previous QBRs.

You spin up the Structify free trial:

1. Click “Try for free” on the pricing page and create your account.
2. Use unlimited custom connectors to:
   • Pull Salesforce opportunities and accounts.
   • Ingest HubSpot campaigns and lead sources.
   • Bring in ad spend from Google Ads/LinkedIn.
   • Upload a handful of QBR decks and export call transcripts from Gong.
3. Within your $20 in trial credits, Structify:
   • Deduplicates companies and contacts across systems.
   • Extracts structured tables (like win/loss reasons and competitor mentions) from your decks and transcripts.
   • Builds an initial dashboard showing:
     • Pipeline by stage, segment, and source.
     • Where enterprise deals are stalling.
     • Which campaigns actually connect to closed-won revenue.

Now you’re in the exec meeting with an answer—not “we’re still stitching the exports together.”

Pro Tip: Before you connect anything, write down the 3 questions you must answer to justify a paid plan (e.g., “What’s killing Q3 enterprise pipeline?” “Which campaigns can we cut today?” “Where is churn risk hiding?”). Then connect only the sources required to answer those first, so your trial credits translate directly into business value.

Summary

The Structify free trial is designed to show you, fast, whether it can turn your scattered GTM data into concrete revenue decisions:

• Start from the pricing page with $0, no credit card.
• Get 1 seat, $20 in credits, unlimited custom connectors, exports, a team wiki, and community support.
• Use those credits to connect CRM, marketing, support, transcripts, and web data—then ask real questions in plain English and share the answers as live dashboards.
• When you hit the credit ceiling or need more seats and support, you can upgrade to Start-up or Enterprise without redoing your work.

Next Step

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