Your data, your call
Most CRMs are easy to join and hard to leave. We think that's backwards. If leaving is easy, you can say yes with confidence. Here's exactly how Clientwright works, with the limits spelled out.
Moving in
- Dry run first. Upload CSV files or a zip from your old CRM, map the columns, and read a report of counts, new fields and errors. Nothing is written until you start the run.
- Undo button. If the result isn't what you expected, undo the run. The records it created are removed.
- No onboarding fees. Setup is self-serve, with a guided wizard and industry templates.
- Migration is on Starter and above, and during the 14-day Growth trial.
While you're here
- Your organization's data is kept separate from every other customer's by rules in the database.
- Field history on every record, on every plan.
- A downgrade never deletes data.
Leaving
- Full export on every paid plan. Lists export to CSV or Excel, and admins can create a full organization export.
- After a trial. If you don't choose a plan, your workspace moves to Free and your data stays.
- One contact at a time. On every plan, admins can export or erase everything about one person from Settings > Privacy requests.
- The Free plan doesn't include full exports, so export before a paid plan or trial ends if you're leaving.
Questions
Ask us anything about your data: Contact us. This page describes how the product works today. Our Terms are the agreement.