FAQ

Yes. Go to Settings → Account to update your name, profile picture, and email address. If your company uses domain enforcement (restricting members to a specific email domain), changing to an email outside that domain will remove you from the company.

No. Your account region is set during signup and cannot be changed.

Yes. Go to Settings → Account and request deletion. Your account is deactivated immediately. After a 30-day grace period, all personal data is permanently anonymized. If you need to reactivate your account during the grace period, email support@zerulean.com.

You cannot delete your account if you are the sole owner of a company. Delete the company first or email support@zerulean.com for assistance.

Yes. A single account can create and belong to multiple organizations, each with their own companies and workspaces.

Slate currently supports English. Additional languages are planned. If you would like to request a specific language, email contact@zerulean.com.

No. The region you select during company creation is permanent and cannot be changed. Your data is stored in the selected region to comply with data residency requirements. If you need a different region, create a new company in the desired region and migrate your data using CSV export and import.

Yes. An organization can contain multiple companies, each with its own pipelines, contacts, teams, and settings. This is useful for managing separate departments, clients, or brands.

Yes. You can enable domain enforcement on a company to restrict membership to users with a specific email domain (e.g., only @yourbusiness.com). If an existing member changes their email to a domain that does not match, they are automatically removed from the company.

Yes. Organization and company names can be changed at any time by an admin from the settings page.

Ownership transfer is not currently available.

All data associated with the company is permanently deleted, including pipelines, items, contacts, tasks, automations, integrations, and team members. Compliance records (invoices, proposals, and signed documents) are retained for up to 10 years for legal obligations. For full details, see our Privacy Policy.

There is no free plan. All new companies start with a 14-day free trial. If you have a referral code, you can apply it to extend your trial to 60 days.

Billing is per company. You select a plan, number of users, and any addons (such as extra storage). Billing is available monthly or annually.

After the 14-day trial, access to your pipeline data is suspended until you select a plan. You can still log in and access billing settings to subscribe. Companies that remain unsubscribed for 30 days after the trial expires are permanently deleted.

Yes. You can switch between plans at any time from Settings → Company Settings → Billing. Upgrades are prorated immediately. Downgrades take effect at the end of the current billing period.

You can increase or decrease the number of users from Settings → Company Settings → Billing. Increasing the user count is prorated immediately. Decreasing takes effect at the end of the current billing period.

Slate supports local and international payment methods. You can select your currency on the checkout page to see the available payment options for your region.

Dodo Payments is our Merchant of Record (MoR). They handle payment processing, tax compliance, and invoicing on our behalf. Charges on your bank statement will appear from Dodo Payments. If you have questions about a charge, visit Dodo Payments Support.

Monthly plans are non-refundable. Annual plans are eligible for a refund within 14 days of purchase. To request a refund, email support@zerulean.com.

Your account data is stored in the region you select when creating your account.

Your company data (pipelines, items, contacts, documents) is stored in the region selected during company creation.

Both regions are permanent and cannot be changed after creation.

Yes. All data is encrypted in transit using TLS. Data at rest is protected by infrastructure level disk encryption. Sensitive fields such as API keys, webhook secrets, and uploaded files are additionally encrypted at the application level using AES-256.

There is no direct import from other CRM platforms. You can export your data from the other CRM as a CSV file and import it into Slate using the CSV Import feature. You can also use the API to programmatically create items and tasks.

Yes. Slate supports full data export for both companies and individual accounts.

Yes, within the retention window. Deleted items are kept for 7 days and can be restored from Settings → Company Settings → Deleted Items. After 7 days, items are permanently removed and cannot be recovered.

Limits on users, pipelines, automations, and other features depend on your plan. See the pricing page for full details. There is no limit on the number of items per pipeline.

Items belong to a specific pipeline and cannot be moved between pipelines directly. To move data, export items from one pipeline as CSV and import them into another.

Yes. You can verify your own domain for outbound email and set up inbound email forwarding for conversations. See Email Domains for setup instructions.

Yes. Slate supports inbound webhooks (to receive data from external tools) and REST hooks (for programmatic event subscriptions compatible with Zapier and Make). See Integrations for details.

Yes. Slate supports SES (Simple Electronic Signature) built in, and AES/QES (Advanced/Qualified Electronic Signature) via DocuSign with bring-your-own credentials. See Proposals for details.

Slate uses passwordless authentication exclusively. There are no passwords. Two methods are available:

Slate works on all modern browsers including Chrome, Firefox, Safari, and Edge. Passkey authentication requires a device and browser that support WebAuthn.

There is no dedicated mobile app. Slate is accessible through your mobile browser and is designed to work on smaller screens.