Organization recovery keeps encrypted copies of your data, called recovery points. If a mistake or an import damages your information, you review what would change and go back to an earlier point, with a safety backup created and verified before anything is touched.
The AgentticCRM Organization recovery screen inside Settings, with fictitious data: the plan's usage, five of ten verified points; the Recovery points card with the button to create one, where the encrypted packages are stored and the table of points, each with its data group, its Verified status, when it was created, verified and expires, and its actions; the weekly automatic points of all data; and the recovery operations with their phase, who requested them and how long they took. Among the points there is a manual CRM point taken before importing the contacts from a trade fair, and the mandatory failsafe created before restoring it when that import duplicated 212 contacts.
In Settings, open Recovery and click Preview restore on the point you want to go back to.
The preview shows, for each data group, the current records, the point's records and how many will be added, removed or kept.
Type the reason and your organization's exact name. Until you do, the restore button stays disabled.
Before changing anything, AgentticCRM saves and verifies a complete point of your current data.
While it runs, everything can be viewed but not edited. If something fails, everything returns to the safety backup on its own.
Each point saves all recoverable data or a single data group.
A restore brings your data back inside AgentticCRM. What already happened outside, such as an email sent or an online payment, stays as it is.
Each point stores the data and a copy of the files, encrypted and with an integrity check. Only a verified point can be restored.
Every restore starts with a complete point of your current state. That backup does not count toward your plan's limit and cannot be expired by hand.
If the restore does not complete, the safety backup is applied and the operation shows “Returned to failsafe”.
During a restore your team can look at information but not change it, so no edit gets lost halfway through.
You see each operation's phase, who requested it, the reason and how long it took, and you get a notice when it finishes or if it had to fall back to the backup.
Creating, restoring and scheduling points are separate permissions. By default, a Manager can create points and only the Admin can restore.
Turn on Create recovery points automatically and choose the frequency (daily, weekly or monthly), the data group and how many days to keep each point, from 1 to 365.
When a point expires, its encrypted copy and its files are deleted, but the record that it existed stays in the activity log. Points you create by hand are kept until you decide to delete them.
Yes, if your plan includes points by data group. You restore the Proposals, invoices and payments group, and the other groups stay as they are.
AgentticCRM automatically applies the safety backup it created at the start and notifies you. Your data is left as it was before the restore began.
No. Accounts, passwords and sessions are not part of the points, so everyone keeps signing in as usual. During the restore they can view information, and once it ends they can edit again.
No. Only a person with permission can create or restore points, from the Recovery screen.
Yes, with a short pause: while the data and files are copied and verified, writing stops for a few moments.
It depends on the plan. Each plan states whether it includes full points, points by data group and automatic points, and how many points you can keep at once.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.