Understanding Your 14-Day Trial

What the trial is

Every new organization starts on a 14-day trial with every feature unlocked — unlimited users, contacts, deals, and invoices/quotes, plus access to custom domains and white-labeling that are normally reserved for paid plans. No card is required to sign up.

Why it's structured this way

A CRM only proves its value once you've actually used it with real data — a crippled trial that blocks you from inviting your team or sending a real invoice doesn't let you evaluate it properly. So the trial is deliberately full-featured rather than limited, and the only thing that changes at the end is your ability to keep adding new records.

When the trial ends

14 days after signup, shown as "Current period ends" in Settings → Billing. Nothing is deleted when it ends.

How to handle the transition

• Before it ends: pick a plan that fits your team size and volume — see Understanding Plans and Pricing — and subscribe via PayFast from Settings → Billing.
• If it ends before you choose a plan: your existing data stays exactly as it is and remains fully visible. Creating *new* contacts, deals, or documents pauses until you're on a paid plan — you're not locked out of what you've already built, just prevented from adding more until you upgrade.
• If you're not ready to decide: nothing forces your hand immediately — you can keep browsing and using existing records while you weigh your options.