Is it safe to move your client database to a new CRM?
Updated October 28, 2026
Yes, when four things are true: the data stays yours, only your team can read it, it is backed up every night, and you can take all of it back out yourself. Ask any CRM those four before you move.
Who owns your database after it moves?
You do. Your leads, your contacts, and your site are yours.Export everything in one click, any day.On your last day, as on your first.
Who can see it?
Your team, by the roles you set.Us, only to fix something you asked about.No vendor, portal, or lead company reads your database.
Will anyone sell it or use it?
We do not sell your data or your people's data.We never use your people to sell to someone else.We never share your leads with other teams.
What if something breaks?
Everything travels encrypted, and the keys you connect are sealed at rest.A standby copy every night, and a watchdog on the database.A slow screen instead of a blank one.
What about the people in it?
Reply STOP and the texts stop right away.We keep the record of each person's consent and every opt-out.
What does the AI do with your people?
Substrait AI writes each message for one person. None of it is a template.For stages you choose, it drafts and you send.Every word it sends is on the person's timeline.
What should you ask any CRM before you move?
Can I export everything myself, any day?Does a contract outlast the time I want to stay?Who at your company can open my data?Do you sell or share it?Is there a backup, and how old can it be?Our answers in full are on Privacy and Terms.