- Is there a trial?
- Yes. Every demonstration ends with access to a trial workspace, so your team evaluates the product on realistic work before any contract is signed.
- What is the minimum commitment?
- Starter and Professional are billed monthly per user and can be stopped at the end of any monthly cycle. Firm agreements run annually because large firms usually need procurement, security review and onboarding support baked in.
- What happens when a Starter team grows past 5 users?
- You move to Professional. It is the same product and the same workspace, nothing is migrated and nothing is re-bought; the plan changes and the seat cap lifts to 50.
- How do we get our data in, and can we get it out?
- Excel and CSV import and export are on every plan, including Starter. Your pipeline, organisations and contacts can leave whenever you want them to. Firm agreements add hands-on migration assistance.
- How is our data protected?
- Commercially sensitive pipeline data is the whole product, so security is treated as a feature, not an afterthought. The specifics, from access control to retention, are written up in full. Read the security page.
- Why is there no feature matrix with fifty rows?
- Plans differ by team size and depth of workflow, not by which report costs extra. If a capability exists in your plan's list above, it is fully included.