FAQ
Frequently asked questions
Everything you need to know before you start. Can't find your answer? We're happy to help.
Who is Zyrft for?
Small businesses and small sales teams that have outgrown spreadsheets: business owners, sales managers and salespeople who want one clear view of their leads, deals and expected revenue.
Is there a free plan or a free trial?
Both. Every workspace starts on the Free Forever plan for 1 user, with no card needed. When you upgrade to Pro for the first time you get a 14-day free trial. You enter a card in Stripe's secure checkout and aren't charged until the trial ends.
How much does Pro cost as my team grows?
Pro is $5 per month for the workspace plus $8 per user per month, so each extra person always adds the same $8. There are no tiers to jump between: 3 users cost $29 and 4 users cost $37 per month. Prices exclude VAT.
Can my whole team use it?
Yes. Invite admins, sales managers and salespeople. Salespeople see their own deals, managers see their team, and admins see the whole company. The Free plan is for 1 user; Pro has no user limit.
How is my data kept secure?
Each company's workspace is isolated at the database level, so one customer can never see another's records. Access follows each person's role, sign-in requires a confirmed email address, and passwords are checked against known data breaches. Payments are handled by Stripe; we never see or store card numbers.
Can I customize my pipeline?
Yes. Add, rename, reorder and retire stages, and set each stage's default win probability and color. Retiring a stage never deletes deals: you choose where its open deals move.
Can I import my existing information?
Yes. Upload Excel or CSV files, or start from a blank template. You see a preview before anything is saved, and an import never deletes existing records. Free imports up to 200 rows at a time; Pro up to 20,000.
How do subscriptions work?
Pro is billed monthly through Stripe. Workspace admins can add or remove users, update the card, download invoices or cancel in the billing portal. If a subscription ends, the workspace returns to the Free plan and nothing is deleted.
What happens to my data if I cancel?
It stays. The workspace moves to the Free plan, and if your team is larger than Free allows it becomes read-only until you remove users or subscribe again. Admins can export all workspace data to Excel or CSV at any time.
Does Zyrft work on a phone?
Yes. Zyrft runs in any modern browser on a computer, tablet or phone; there is nothing to install.
Which currencies are supported?
Each workspace chooses its currency for deal values. Zyrft's own subscription is billed in US dollars.
Still have a question? Contact us
Your next deal deserves a clearer pipeline.
Start on the Free Forever plan today, and try Pro free for 14 days when your team is ready.