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. At day 14 you pick a plan, or carry on with the Free plan (1 user, 500 contacts, 1k events / month) with every record in place. 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, and deals with their mapped fields in one guided in-product run, and HubSpot's email opt-out comes across as consent history. The CSV importer covers most other sources. White-glove migration help is included on Team and Enterprise.
Is my data secure, and where does it live?
Every workspace is tenant-isolated — every request takes its workspace from the signed-in session, every row carries its workspace id, and row-level isolation policies are defined on all 783 workspace-scoped tables. The workspace identity is bound to each transaction, and the providers the data layer runs on hold their own compliance reports. Every workspace is served from US-East; talk to us about regional hosting. 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 — Salesforce (pull, and push back per object), Slack, MS Teams, Stripe, Resend, SendGrid, Anthropic, OpenAI, AWS Bedrock, and more — each labeled with its sync depth. Anything not on that list is covered by a full REST API with a typed OpenAPI schema, signed webhooks for the events in the published catalog, and a Postgres-backed event stream you can subscribe to over server-sent events or WebSocket, with replay. 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 as JSON for every table (with CSV copies on request), 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 a plan cap an in-app banner tells you, with a one-click upgrade. At 100% the writes that would exceed the cap stop until you upgrade or reduce volume — reads, exports, and history stay open the whole time. We don't silently auto-upgrade.
Can we white-label Pact for our agency?
On Enterprise. White-label is switched on per workspace and covers your app name, favicon, accent color, and a custom domain. Every plan can set its logo, brand colors, and the sender name on outgoing email. A branded sign-in page is not built yet: your end-clients sign in on Pact's page.
Something not answered here? Talk to us — or read the docs.