Delete your data

Groundbase CRM · Last updated June 2026

You can delete some or all of the data inside your Groundbase CRM account without closing the account itself. The options below let you wipe individual records, sections of data, or everything at once — your account, subscription, phone number, and connected services stay intact.

If you want to delete the whole account (not just data), see Delete your account instead.

Option 1 — Delete individual records

Every contact, company, deal, task, note, SMS message, voicemail, and email thread inside the app has a delete button on its detail screen or list row. Tap delete, confirm, and the record is removed from your account immediately.

This is the best path if you want to remove specific items — say, a stale contact, an old conversation, or a deal that's no longer relevant — while keeping everything else.

Option 2 — Reset to empty database (delete all CRM data at once)

To wipe every CRM record in one action while keeping your account, sign in at app.groundbasecrm.com → Settings → Backup & Export → Reset to empty database. You'll need to type DELETE to confirm. The action runs immediately.

What this deletes:

• All contacts, companies, deals
• All tasks, events, appointments, notes
• All addresses and tag assignments
• All custom field values
• All SMS message history and threads
• All voice call records, call and voicemail transcripts, and the links to their recordings (the recordings themselves are stored in your own Twilio account; delete them in your Twilio Console)
• All synced email messages

What this keeps:

• Your account (you stay signed in)
• Your subscription
• Your phone number(s)
• Your connected email account configuration
• Your tags, deal stages, custom field definitions, saved views, templates
• Cannot be undone — make sure you've exported anything you want to keep before confirming

Option 3 — Disconnect your email account

To remove just the email side, sign in → Settings → Email, and click the bin icon (Disconnect mailbox) beside the mailbox. This stops fetching new mail and deletes the stored password we use for IMAP/SMTP. Messages already synced stay in your Groundbase account (use Option 2 to delete them). Your mailbox at Gmail / Outlook / your IMAP provider is unaffected.

Option 4 — Export, then delete

If you want a copy before deleting anything, go to Settings → Backup & Export → Export to JSON. You'll get a full snapshot of every contact, deal, task, note, message, and call record on your account. Our server builds the file from your live data and it downloads to your computer. Useful if you want to delete the live data but keep a personal archive.

What we keep after partial deletion

For data you delete using the options above:

• The records are removed from the live application immediately and will no longer appear on any device.
• Our database backups roll over on a 90-day cycle. Deleted records may persist in backup files for up to 90 days before being overwritten, after which they're gone permanently.
• Anonymized usage logs (counts and timestamps for billing purposes, no message content) may still be retained against an internal account-id for 7 years per Canadian and U.S. tax-record requirements — separate from your CRM data.

Questions

If you need help, want confirmation that something was deleted, or want a custom data deletion request handled manually, email support@groundbasecrm.com — typical response within 24 hours.