Your data is yours. Portable now. Expanding to the full package.
We will never hold your business hostage. Export core CRM records from Settings today, and we continue building toward complete tenant export (including documents) and forever-free read-only access after cancel.
Self-serve export in settings
Your tenant data is portable. From Settings → Account → Export my data you can download core CRM records as JSON today—no tickets, no waiting weeks.
Forever-free read-only after cancel
If you cancel, our pledge is free, read-only access to the history you built—so you can still review past work without an active paid subscription. Rollout of this mode continues alongside the full export package.
Core CRM tables available now
Self-serve export today includes contacts, customers, leads, jobs, invoices, properties, estimates, proposals, and projects for your workspace. Notes, activities, and broader schema coverage remain on the pledge roadmap.
R2 documents & full package (roadmap)
Documents stored in Cloudflare R2—photos, PDFs, signed proposals, and other attachments—are part of the full Data Freedom package we are building so you leave with both records and supporting files.
No hostage data
We compete on product, not lock-in. You can leave with what is yours. We will not hold files or force a paid plan just to retrieve business records you already own.
Your data, your control
Paired with tenant isolation and security controls, the Data Freedom Pledge means you own the relationship with your customers—and the data that powers it—at every stage of the lifecycle.
Available now vs the full pledge
Self-serve export in the app covers core CRM tables today. The broader Data Freedom package—more entities, R2 documents, and verified post-cancel read access—is the direction we are shipping toward, not a claim that every item is live yet.
Available now
- Contacts, customers, and leads
- Jobs, invoices, and properties
- Estimates, proposals, and projects
- One-click JSON download from Settings → Account → Export my data
Pledge direction (expanding)
- Notes, activities, and related child records
- Documents and media stored in R2 for your tenant
- Workspace configuration and broader schema coverage
- Verified forever-free read-only access after cancel
One click in the app—or contact us
Prefer self-serve? Open workspace settings and download core CRM records as JSON. Need help or a broader handoff while the full package expands? Email us and we will help.
- Sign in to your workspace.
- Go to Settings → Account → Export my data (or request help from support).
- Download core records now; R2 documents and broader schema remain on the roadmap.
- Keep building with us—or reach out if you need export help while the full package lands.
After you cancel
Our pledge is that paid features stop without locking you out of history you already built. Forever-free read-only access is part of that commitment and is being hardened alongside the full export package.
- Core export available from settings while active
- No hostage data—portable records by design
- Broader package + post-cancel read on the roadmap