Get your data back if something goes wrong, and delete it when you decide
Organization recovery keeps encrypted copies of your data, called recovery points, so you can go back to an earlier state if an import or a mistake damages your information. And when you delete something for good, AgentticCRM also removes its files from storage and checks that they are gone.
- Encrypted points, manual or automatic
- A failsafe copy before every restore
- Deletion that is checked down to the last file
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.
What protects your data from a mistake
-
Encrypted, verified copies
Every point keeps your data and a copy of your files, encrypted and with an integrity check. Only a verified point can be restored.
-
Automatic points
Schedule daily, weekly or monthly points and decide how many days each one is kept, from 1 to 365.
-
Everything, or a single group
Depending on your plan, you save and restore all the data or just one group, such as Proposals, invoices and payments, without touching the rest.
-
Mandatory failsafe
Before restoring, AgentticCRM saves and verifies a complete point of your current state. If the restore fails, everything returns to that point on its own.
-
Only people with permission
Creating, scheduling and restoring points are separate permissions. By default, the Manager creates points and only the Admin restores.
-
Every operation, with its history
You see who asked for each restore, the reason, how long it took and how it ended, and all of it lands in the Activity log.
What to do if someone deletes or damages data by mistake
-
If a connected agent did it
Open Agent activity and undo that change, one by one, without touching anything else.
-
If the damage is wider
In Settings, open Recovery and click Preview restore on a verified point from before the problem.
-
Check what will change
The preview shows, for each data group, how many records will be added, removed or kept.
-
Confirm and let it run
Type the reason and your organization's name. While it runs, your team can look things up but not edit, and you get a notice when it finishes.
How data is deleted for good
Archiving a client or a project takes it off your lists without losing anything, and you restore it whenever you like. Delete permanently is a different thing: AgentticCRM asks you to type the client's name to confirm it, because that step cannot be reversed.
When you delete, that record's files are removed from storage too, with every version, and the platform checks that they are gone. If storage does not respond, the deletion stays pending and is retried until it is confirmed, so no file is left forgotten halfway.
Copies already inside a recovery point are removed when that point expires or when you delete it.
Questions about backups, recovery and deletion
Does my team lose access during a restore?
No. Accounts, passwords and sessions are not part of the points, so everyone keeps signing in. During the restore they can look things up, and once it finishes they can edit again.
What never changes when you restore a point?
Your subscription and plan, users with their passwords and sessions, the Activity log, privacy and deletion requests, AI and email credentials, and the notices and emails already sent.
Can I restore only the invoices without touching the projects?
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.
Does what I delete stay in a recovery point?
Only until that point expires or you delete it. Then its encrypted copy and its files are removed, and the Activity log keeps a record that it existed.
What happens if a restore fails halfway?
AgentticCRM applies on its own the failsafe it created at the start, your data stays as it was and the operation shows as Returned to failsafe.
Can the Assistant or a connected agent restore a point?
No. Creating and restoring points is only done by a person with permission, from the Recovery screen.
More on recovery and security
- Organization recoveryInside the Recovery screen: points, schedules and operations.
- Activity and auditEvery point created, every restore and every return to the failsafe is recorded.
- How we protect your dataThe security overview: separate data, permissions, accounts, AI and recovery.
- Separate data and permissionsHow your organization is kept apart from the others and what each person on your team sees.
- AI, approvals and change historyWhat AI can change with each person's permissions, and where it is reviewed.
- Terms of ServiceThe published terms for using AgentticCRM.
Rehearse a restore before you need one
In a demo we create a point, change something on purpose and go back together, with the preview and the failsafe in plain view.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.
Create your organization online and try it for 14 days, no card required.