FAQ
Questions reps ask.
- Why not Salesforce or HubSpot?
- Those are platforms someone has to configure and maintain. IronVail is a tool: sign up, import your book, and start working it the same afternoon.
- Can I cancel anytime?
- Yes. Billing is monthly per seat through Stripe with no contracts. Cancel from Settings → Billing and you keep access through the period you've paid for.
- What if I want to leave?
- One click, and it keeps working after you cancel. Export any list as CSV, or the whole workspace as a zip with every record's IDs and relationships intact, re-importable here or anywhere else. A locked workspace gets the same export from a button on the paywall screen itself — you never have to resubscribe to retrieve your own data. No charge, no limit, no window that closes.
- Do you have tiers or add-ons?
- No. One plan, every feature, billed per seat. We're not going to make you upgrade to do your job.
- Will my data be safe?
- Every workspace is isolated at the database level with row-level security. Your data is never mixed with another customer's, and the database itself enforces that on every query. Nobody at IronVail can look inside your workspace unless an Admin opens a time-limited window for support — no window, no access, and every visit is logged where you can read it.
- Can my team use it?
- Yes. Email invites, two roles plus four switches that decide exactly what a User can do, deal ownership, assigned tasks and per-rep reporting. Type @ and a colleague's name in a note on any record and they get a notification linking straight to it, with an inbox of their own — no chat, no channels, and none planned.
- Does it do email?
- Campaigns and multi-step sequences are built in, right next to your records. Connect a Microsoft 365 mailbox and you send from your real address; when someone answers, their sequence pauses. IronVail is Microsoft 365-only today — Gmail isn't supported, and we'd rather say so than sell you a date.
- Is there a calendar?
- Yes. Schedule meetings with real start and end times, drop tasks on any day, and link each one to the contact or opportunity it's about. Next-step and close dates from your open deals show up there too, so one view is your whole week. Two-way Google and Microsoft calendar sync is on the roadmap.
- Is there marketing or AI built in?
- Yes. An AI assistant drafts outreach and content against your workspace's own business and ICP context, and a marketing asset library keeps your one-pagers, decks and case studies in one place — ready to attach to a campaign or an opportunity without leaving the CRM. The AI runs on your own Anthropic API key (paste it once in Settings) — we never mark up or meter your AI usage.
- How good is the reporting?
- You build your own dashboard by pinning from a library of 21 reports across pipeline, conversion, activity, support load and leads. Switching on a module adds its own — six for recurring revenue, five for the revenue breakdown, three for channel partners — so the list grows with what you actually use rather than starting full of charts about things you do not sell. Every chart drills into the records behind it and filters by rep and by 30 days, quarter or year, so a number is always one click from the deals that produced it.
- Is there a mobile app?
- Not a native one. The web app is built for a phone — install it to your home screen and it opens like an app, including with no connection. Notes, calls, LinkedIn touches and tasks can be written with no signal at all: they're saved on the device and file themselves the moment you reconnect, against the right record and the day you wrote them. Browsing and editing existing records still needs a connection, and the morning digest emails you the day's queue either way.
- Does it know anything about how I actually sell?
- Once you have history in it, yes — and not before. After 20 decided opportunities (and 12 that reached a given stage) inside the last two years, IronVail works out your real win rate per stage, how long your deals typically sit in each one, and what counts as a large deal for you, then uses those instead of the defaults we shipped. Every figure is shown with the number of deals behind it. Below that threshold it shows our defaults and says they're ours, because a win rate off six deals is not a win rate.
- Does it post to LinkedIn for me?
- No, and nothing that says it does is doing it safely. LinkedIn has no API that lets an outside tool publish on your behalf — the products that claim to are driving a browser or using unofficial endpoints, and the penalty is the loss of the account you sell from. So the content queue stops one click short: your post on the clipboard and the composer already open. What it does instead is the part a scheduling tool can't — it shows you where LinkedIn will fold the post behind “see more” before you publish, and it turns whoever comments into a contact with the post on their timeline. It's an optional module, off until an owner switches it on.
- Can it track recurring revenue?
- Yes, as an optional mode. Switch a workspace to subscription revenue and won deals become subscriptions with normalised MRR, renewal dates, expansion, contraction and churn, plus MRR-movement and net-revenue-retention reports. It tracks your customers' subscriptions — it has nothing to do with how we bill you.
- What if the data I bring over is a mess?
- There's a cleanse pass for that. It scans the whole workspace for duplicates, formatting problems and missing details, and fixes them in bulk. When you merge two records you choose which one wins each field rather than the survivor silently taking everything — and notes and tags are combined instead of one overwriting the other.
- Do you have a built-in dialer?
- No. IronVail is built for email-outbound reps. If power-dialing is the center of your motion, a calling-first tool will fit you better, and your data exports any time if you switch.
- Is there annual billing or a volume discount?
- Monthly only, for now. The $12 founding price already locks in for life, which beats most annual discounts without asking you for a year up front.
- Will the price go up?
- Not for you. Whatever price you subscribe at is yours for life. New signups from 2027 pay $25 per user/month, so the $12 door closes with 2026.
- Can I bring my data from my current CRM?
- Yes. Upload the CSVs Salesforce or HubSpot exported (accounts, contacts, opportunities, notes) and the importer maps the columns and stages, links everything together, and lets you undo the whole import with one click. Re-running the same files never creates duplicates.
- What happens when my trial ends?
- Nothing is deleted. The workspace locks until an owner subscribes, and everything is exactly where you left it.
- Is my email data private?
- Connecting your mailbox grants the scopes needed to send your outreach and to record the replies to it — including what a reply says, so the conversation lives on the customer record. Read only: we cannot modify, move or delete anything in your mailbox. Tokens are encrypted at rest, and disconnecting removes access immediately.
Put more outreach out. Drop none of it.
Import your book this afternoon and start working it the same day.