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Every question, one page

Frequently asked questions.

Pricing, migration, security, and the “is this for us?” question. Pricing mechanics are broken down in detail on /pricing, and the security posture in full on /security.

All frequently asked questions

How does pricing work, and is there a trial?

Sign up and the first 14 days run on a full Pro trial — no credit card. After that it's per-seat monthly on Pro and Team, usage-aware so contact and event caps grow with the plan. If you don't upgrade by day 14 the account drops into the Free plan (1 user, 500 contacts, 1k events / month); nothing breaks and no data is re-migrated. Full breakdown plus an interactive calculator is on the /pricing page.

Can I import from another CRM?

Yes. The live Salesforce, HubSpot, Pipedrive, and Zoho migrators move accounts, contacts, deals, owner mapping, and consent state in one guided in-product run, and the CSV importer covers most other sources. Close and Apollo importers are next. White-glove migration help is included on Team and Enterprise.

Is my data secure, and where does it live?

Every workspace is tenant-isolated — your data shares no schema, no row, and no encryption key with any other tenant, and row-level isolation policies now cover all 783 workspace-scoped tables. Five specific reads that could have crossed a workspace boundary were found and closed this month, and an unauthenticated endpoint that could return data across workspaces was deleted rather than patched. The switch that makes the database itself refuse a query that forgets is built and staged, and is not switched on today; we print that on the homepage rather than let a policy count read as a guarantee. The data layer carries SOC 2 Type II and HIPAA-ready attestations today; Pact's own SOC 2 Type II audit is in progress with a 2026-Q4 target. Every tenant is served from US-East today. Per-tenant region pinning (US-West, EU-West, Asia-Pacific) is built and recorded in the platform, but the regional deployments are not live yet and enforcement is not armed — so we do not offer it as a commitment; ask us if you need a region and we will tell you where it actually stands. Self-hosting in your own VPC is an Enterprise conversation — same container images, scoped during onboarding.

Do you integrate with the tools we already run?

73 connectors in the marketplace — Slack, MS Teams, Stripe, Resend, Postmark, SendGrid, Amazon SES, OpenAI, Anthropic, AWS Bedrock, Snowflake CDC, BigQuery CDC, and more — each labeled with its current sync depth. Anything not on that list is covered by a full REST API with a typed OpenAPI schema, webhooks for every domain event, and a Postgres-backed event stream you can subscribe to with standard CDC tools. Public API docs live at /docs/api; webhooks are configured per tenant in the admin UI.

How long does it take to get value?

You can import your first contact list and ship your first sequence within an hour of signing up — the Salesforce migrator runs a full guided import in a morning. Replacing an entire stack end-to-end is a 6–12 week project, and white-glove help is included on Team and Enterprise.

What happens to my data if I cancel?

Full export of every contact, deal, sequence, consent record, and audit event in standard formats (CSV + JSONL), available on every plan including after cancellation. Read access stays on during the 30-day grace window. After grace, the data is permanently deleted.

Is there a mobile app?

Pact installs as an app on iOS, Android, and desktop — add it from the browser and you get an icon, offline read access to recently viewed records, and push notifications with quiet hours. No app store, no separate release cycle: the app is always the version your team deployed.

What happens if I hit a plan limit?

At 80% of any cap you get an email and an in-app banner with three choices: buy a one-time pay-as-you-go bolt-on for that dimension, upgrade the plan, or reduce volume. At 100% the writes that would exceed the cap stop until you pick one — reads, exports, and history stay open the whole time. We don't silently auto-upgrade.

Can we white-label Pact for our agency?

Yes, on Team and Enterprise. Custom domain, custom email-sender identities, branded login, and admin-portal logo replacement. Pact's brand stays out of every customer-facing surface your end-clients see.

Something not answered here? Talk to us — or read the docs.