Understanding the Account Pause Feature

The Account Pause option provides flexibility for users who need to temporarily step away from their CRM while ensuring their data and configurations remain secure. This feature allows you to preserve your work and resume exactly where you left off when you're ready to return.

What Happens When You Pause Your Account?

When you pause your account, you and any sub-accounts will lose active access to the platform. However, all your data, settings, and configurations will be securely preserved. You can reactivate, modify, or cancel your paused plan at any time. Upon reactivation, your account will be restored to its previous state, allowing you to continue working without losing progress.

What Is Preserved During the Pause?

The following elements remain intact while your account is paused:

• CRM Data: All contacts, conversations, custom objects, tasks, opportunities, companies, and users
• Funnels: All configurations and settings are preserved, with any live published funnels moved to draft status
• Automations: All workflows and automations are preserved, with active automations moved to draft status
• Calendars: All calendar configurations and settings are preserved, with booking links moved to draft status
• Client Portal & Products: All configurations are preserved, though client access is blocked during the pause period
• Email Builder: All email assets and templates are preserved, with scheduled email campaigns moved to draft status
• Media Storage: All uploaded files including images, videos, PDFs, documents, and audio files
• Snapshots: All configured and saved snapshots
• Subscriptions: All subscriptions created through CRM checkouts
• Transactions: All transactions and associated receipts
• Products: All products, prices, and variants
• Orders: All orders and associated transactions
• Coupons: All configured coupons (both active and expired)
• Gift Cards: All gift card products and orders
• Payment Settings: All configured payment settings for receipts, taxes, subscriptions, and notifications

What Is Not Included in the Pause Plan?

The following items are not retained when your account is paused:

• Phone Numbers & A2P Registration: Phone numbers and A2P registrations will be deleted 14 days after the account is paused
• Reselling / SaaS Subscriptions: All reselling, marketplace, and SaaS subscriptions are automatically cancelled and must be resubscribed after reactivation
• Domains: Any upcoming internal domain renewals will fail, causing domains to expire

How to Reactivate Your Account

Reactivating your account is a straightforward process:

1. Navigate to the login page and sign in to your account
2. You will see a Reactivate Account screen
3. Complete the payment process
4. Your account will immediately transition from Paused to Active status