Upgrading or Downgrading Your Subscription
Your wholesaling business is not static, and your Deal Run plan should not be either. As your deal volume grows or your needs change, you can upgrade or downgrade your subscription at any time from your Account page. This guide explains how plan changes work, what happens to your billing, when new features become available, and what happens to your data if you move to a lower tier.
How to change your plan
- Log in to Deal Run and navigate to your Account page. On desktop, click "Account" in the left sidebar. On mobile, tap the Account icon in the bottom navigation bar.
- In the Subscription section, you will see your current plan displayed with its name, price, and billing cycle. Below your current plan, you will see the other available plans.
- Click the "Change Plan" button next to the plan you want to switch to.
- Review the change summary, which shows your new plan, the price difference, and when the change takes effect.
- Confirm the change. You will see a success message and your Account page will update to reflect your new plan.
The entire process takes about 30 seconds. You do not need to re-enter payment information or contact support -- everything is handled through Stripe's subscription management system.
Upgrading your plan
When the change takes effect
Upgrades take effect immediately. The moment you confirm your upgrade, your account switches to the new plan. You get instant access to the higher tier's limits. If you upgrade from Analyze to Pro, your monthly disposition deals jump from 1 lifetime free to 15/mo and your investors per deal cap goes from 100 to 250 instantly.
How billing works on upgrades
When you upgrade mid-cycle, Stripe calculates a prorated charge for the remainder of your current billing period. You are only charged the difference between what you have already paid and what the new plan costs for the remaining days.
Here is a concrete example: Suppose you are on the Analyze plan at $29/month and your billing cycle runs from the 1st to the 30th of each month. If you upgrade to Pro ($99/month) on the 15th, you have already paid for 30 days of Analyze but only used 15. Stripe credits you for the 15 unused Analyze days (~$14.50) and charges you for 15 days of Pro (~$49.50). Your net charge for the upgrade is roughly $35.00 -- not the full $99.00. On your next billing date, you will be charged the full Pro rate of $99/month.
This prorated approach means you never overpay. Upgrading mid-cycle is exactly as cost-effective as upgrading on your billing date -- the math works out the same either way, so there is no reason to wait for a specific date to upgrade.
What happens to your usage limits
When you upgrade, your usage limits increase immediately to match the new plan. If you upgrade from Analyze to Pro, your monthly disposition allocation becomes 15 (your prior lifetime free dispo deal does not subtract from this). Your investors-per-deal cap rises to 250 immediately. Skip tracing on Pro is free, so there are no credits to worry about.
Note that the additional credits are added for the current billing period. On your next billing date, your credits reset to the full allocation of your new plan.
Downgrading your plan
When the change takes effect
Downgrades take effect at the end of your current billing period. If you downgrade from Pro to Analyze on the 10th and your billing cycle ends on the 30th, you continue to have full Pro access until the 30th. On the 1st of the next month, your plan switches to Analyze and your limits adjust accordingly.
This approach ensures you get the full value of what you have already paid for. You are never billed for the lower plan until the current period expires, and you are never charged for the higher plan after the current period ends.
What happens to your data
Nothing is deleted. This is one of the most common concerns when people consider downgrading, so let us be very clear: downgrading your plan does not delete any of your data. Your deals, buyer lists, skip trace results, marketing pages, comp analyses, search history, and all other account data remain exactly where they are. You can still view everything -- you just have lower usage limits going forward.
Specifically, here is what does and does not change:
- Deals: All your deals remain on your board. You can still view, edit, and manage every deal regardless of your plan tier.
- Buyer list: Your entire buyer list is preserved. You can still view contacts, update tags, and export to CSV.
- Skip trace results: Every contact you have previously traced remains in your database with their phone numbers and email addresses. Cached traces are never removed.
- Marketing pages: All your published marketing pages remain live and continue tracking views. You can still edit them.
- Search history: Your past deal search results are still accessible. You can review previous searches and the investors they found.
Feature access changes
When you downgrade from Pro to Analyze, the analysis tools (ARV, repairs, MAO) remain unlimited. The change is in disposition capacity: instead of 15 dispo deals/month with 250 investors each, you go to 1 lifetime free dispo deal with 100 investors -- and you can buy buyer credit packs as needed for additional dispo deals. Skip tracing on Pro is unlimited; on Analyze it is included on your current dispo deal only.
Switching between monthly and annual billing
You can switch between monthly and annual billing at any time from your Account page. The process works similarly to a plan change:
Monthly to annual
When you switch from monthly to annual billing on the same plan, the change takes effect at the end of your current monthly billing period. On your next billing date, you will be charged the annual rate instead of the monthly rate. For example, if you are on Pro monthly ($99/mo) and switch to Pro annual ($999/yr), your next charge will be $999 for the full year instead of $99 for the next month.
The annual savings are substantial. On the Pro plan, annual billing saves you $189 per year compared to paying monthly ($999 vs. $1,188). See our Annual vs. Monthly Billing guide for a full breakdown of savings at each tier.
Annual to monthly
If you are on an annual plan and want to switch to monthly billing, the change takes effect at the end of your annual commitment. You cannot switch to monthly billing mid-year -- your annual subscription runs for the full 12 months. When it expires, you can choose to renew annually or switch to monthly billing.
If you need to cancel an annual subscription before the 12 months are up, see our Canceling Your Account guide for information about early cancellation.
Upgrading and downgrading between billing frequencies
You can combine a plan change with a billing frequency change. For example, you can go from Analyze monthly to Pro annual in a single change. Stripe handles the prorated math automatically:
- Analyze monthly to Pro annual: You are credited for the unused portion of your current Analyze month, and then charged $999 for a full year of Pro.
- Pro annual to Pro monthly: Your annual access continues through the end of the term, and then you are charged $99/month going forward.
Can I change plans more than once?
Yes. There is no limit on how many times you can change your plan. If you upgrade to Pro, decide it is more than you need, and downgrade to Analyze the next month, that is perfectly fine. Each change is handled independently with its own prorated billing calculation. We do not penalize you for adjusting your plan to match your actual usage.
That said, if you find yourself changing plans frequently, it might be worth reaching out to support@dealrun.ai to discuss your usage patterns. We can help you find the right plan the first time and avoid the back-and-forth.
What about my free trial?
If you signed up with a free trial and want to change plans before the trial ends, you can do so from your Account page. The trial period carries over to the new plan -- you will not be charged until the original trial end date. For example, if you started a 7-day trial on Pro and decide before day 7 to switch to Analyze instead, your trial completes and you are billed at the Analyze rate going forward.
Common scenarios
"I closed a big deal and want to scale up." Upgrade from Analyze to Pro. The upgrade is instant, the billing is prorated, and you immediately get 15 disposition deals/month with 250 investors per deal -- enough to push consistent deal flow.
"Business is slow and I want to cut costs." Downgrade from Pro to Analyze. You keep access to your current tier through the end of the billing period, your data is preserved, and you save money going forward. Analyze keeps unlimited deal analysis, and you can buy buyer credit packs when a dispo opportunity comes up.
"I want to test Pro before committing for a year." Upgrade from Analyze to Pro on monthly billing. Run real deal searches, send full outreach, and see if the additional capacity translates into more closed deals. If not, downgrade back to Analyze -- you are only out the prorated cost of a single month.
For help choosing between plans, see our Choosing the Right Plan guide. If you need assistance with a plan change, contact us at support@dealrun.ai.