Choose an OutboundSync volume plan
When to use this guide: Use this when you are picking an OutboundSync plan, sizing a new sequencer rollout, or deciding whether to start on a lower tier and upgrade later. This is about OutboundSync volume — not your CRM edition or Instantly/Smartlead plan floors.
OutboundSync bills by sent messages (sent emails and sent social messages). Replies, opens, clicks, lead category updates, and warmup emails do not count. Live prices and rollover caps are on Pricing.
This guide is separate from the Sales engagement platform tier guide (which Instantly/Smartlead/etc. plan you need for webhooks) and from the HubSpot / Salesforce edition guides.
Estimate monthly burn first
Section titled “Estimate monthly burn first”Primary estimator:
Monthly sent messages ≈ daily sends × sending days in the month
Use the days you actually send (often ~20–22 business days), not a blind 30-day calendar, unless you send every day.
| Daily sends | ~20 sending days | ~22 sending days | Full 30-day calendar |
|---|---|---|---|
| 500 | ~10k | ~11k | ~15k |
| 1,000 | ~20k | ~22k | ~30k |
| 2,000 | ~40k | ~44k | ~60k |
Secondary check for rollout pacing (not a substitute for monthly burn):
Campaign lifetime sends ≈ contacts in the list × emails per sequence
Example: 17,000 contacts × 4 steps ≈ 68,000 sends over the life of that campaign. How fast that burns depends on daily capacity — a 2,000/day throttle stretches that list across many weeks.
Map burn to a plan
Section titled “Map burn to a plan”Starter, Explorer, and Advanced include 2× rollover headroom (unused capacity carries within the stated cap). Custom uses an annual allocation instead. From Pricing:
| Plan | Included / month | Headroom |
|---|---|---|
| Starter | 2,000 | 2× rollover up to 4,000 |
| Explorer | 10,000 | 2× rollover up to 20,000 |
| Advanced | 25,000 | 2× rollover up to 50,000 |
| Custom | Custom | Annual allocation |
Rough fit:
- Starter — early tests and low daily volume.
- Explorer — establishing outbound; often enough when lists are split or daily sends stay nearer 500–1,000.
- Advanced — scaling teams with higher daily send rates and multi-step sequences; buy headroom when you want one approval and room to ebb and flow.
- Custom — sustained volume above Advanced, or annual allocation planning.
Every plan includes the same product features — OutboundSync does not feature-gate sync, workflows support, or connectors by tier.
Worked example
Section titled “Worked example”A team sending about 2,000 emails/day with multi-step sequences:
- On ~20–22 sending days, monthly burn lands roughly in the 40k–44k range — inside Advanced’s 50k rollover for many months, with some headroom for spikes.
- On a full calendar month of 2k/day (~60k), you can push past Advanced’s 50k rollover. Treat Advanced as the right default when volume ebbs and flows; ping OutboundSync if you stay well above that band.
- If you split the list or ramp slowly, starting on Explorer and upgrading when burn is consistent is fine.
Lower volume without changing your sequencer throttle
Section titled “Lower volume without changing your sequencer throttle”If you need a lower OutboundSync tier short-term, reduce which sent events reach OutboundSync — for example omit Email sent and keep replies / categories. That cuts billed volume but also removes send history from the CRM. See How do I decide which data to sync?.
FILTERED / category allowlists change when activity reaches the CRM. They do not reduce OutboundSync spend while Email sent still arrives at OutboundSync.
What happens if you exceed your plan?
Section titled “What happens if you exceed your plan?”Monthly plans include 2× rollover so normal month-to-month swings are covered. If usage stays above your plan (including rollover), OutboundSync will reach out about upgrading or reducing volume. If overage stays unresolved, sync may be disabled until the account is back in range. Sync is not cut off the instant you cross the number — there is room to respond.
