Do my clients need accounts?
No. Participants get a magic link via email or SMS and reply right from their inbox or phone. They never sign up for anything. The thread comes to them.
Do I need a Twilio account for SMS?
Yes — SMS is bring-your-own. You sign up for Twilio (free to create, ~$1/mo per phone number, ~$0.008 per SMS), paste your credentials into Workspace Settings, and SMS is live. We don't send SMS on a customer's behalf because US carrier rules (A2P 10DLC) require the registered sender identity to match the actual business sending the messages. BYO keeps you compliant and means you only pay for what you send. Don't want SMS at all? Skip it — email works on every plan.
Do I need to set up email too?
No — outbound email works out of the box on the platform default. If you want emails to come from your own domain (e.g. hello@youragency.com), add your SMTP credentials in Workspace Settings. You can even override per-project so each project sends from its own address (e.g. 123main@youragency.com) — useful for transaction coordinators and white-label use.
How do email replies get back into the right thread?
Optional inbound IMAP. Add an inbox in Workspace Settings (Gmail, Office 365, anything IMAP-capable) — replies to participant invites and post notifications get polled and routed back to the right project automatically. Without it, replies still arrive in your normal inbox; they just don't auto-thread.
Can I white-label the product?
Yes, on the Agency plan. Your brand name, logo, accent color, and support email replace ours everywhere — the app shell, outbound emails, the magic-link landing page. One config file, applies everywhere.
What integrations do you support?
Webhooks both ways — outbound to any URL (Zapier, Pabbly, Make, custom servers), inbound from any source (Trello, Elementor, WordPress forms, anything that can POST). Pre-built presets for the common ones; "listen 60s" auto-detects field names from any source.
What happens after my trial?
You can keep reading every project, but posting and reminders pause until you upgrade. Nothing gets deleted. Add a card from your profile and you're back.
Can I export my data?
Yes — every project exports as a ZIP containing structured JSON, a flat CSV, a printable HTML timeline, and every uploaded attachment. One click from Project Settings.
Can I cancel anytime?
Yes. No annual contract, no cancel-fee. Your data stays available for export through your retention window.
Is my data secure?
HTTPS everywhere. Two-factor authentication. CSRF protection on every form. Magic links are single-use tokens with configurable expiry. Sessions are server-stored, never in JWTs. Read the
security page for details.
Can I use my own domain?
On the Agency plan, yes — point a CNAME at us and you're live. Reach out via
contact for the setup details.
What if I have more than 5 workspaces?
Reach out about Enterprise. We size to fit; no shrink-wrap rules.