Feature · Export

Your CRM exports as one zip. Anytime. Forever.

Account-synced only means something if leaving is easy. Orty's export is the promise kept: one click produces a single zip of your entire workspace — every lead, note, stage, setting, and log — ready to archive, migrate, or inspect.

API keys are deliberately never included in the export, so backups can live anywhere without becoming a security liability.

What's inside the zip

  • The whole CRM — all leads, stages, scores, reasoning, budgets, notes, and follow-up history.
  • Settings & profiles — portfolios, rate cards, wins, goals — everything that makes a new install feel like home.
  • Logs & cache — diagnostics history and Self-Healing logs, useful when emailing support about an issue.
  • Not included: keys — Provider keys are per-request and never stored server-side long-term — so they're never in an export either. Re-add them after importing elsewhere.

Migration in two clicks

Log in with Whop on any device, choose Import Workspace, point at the zip, re-enter any provider keys if you use them — done. Your pipeline picks up exactly where it left off, including every historical score that makes your Insights meaningful.

The deeper point

Subscription CRMs hold your client history hostage: cancel and the relationship record vanishes behind a paywall. Orty inverts that — the workspace was always yours, synced per Whop account with a local cache, in a zip you can carry away. Leaving never requires permission.

Frequently asked questions

Where exactly does my data live?
Encrypted per your Whop account (Supabase) with a local browser cache — and the whole thing zip-exports anytime, so "trust us" is never required. Delete your account and the rows go with it on request.
Can I import leads from another CRM?
Standard CSV imports are auto-matched into the pipeline (names, handles, statuses, notes). For whole-workspace moves between machines, use the zip export/import pair.
If Orty disappeared tomorrow, do I lose my clients?
No. Export today and the zip contains your complete business development history in readable form. That guarantee is the product, not fine print.