Delete your account

This page explains how to delete your ShineCRM account, what happens when you do, and how long it takes.

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What gets deleted

Deleting your organization removes it and everything in it:

• Contacts, jobs, estimates, invoices, recurring services, and messages
• Every stored file: service and job photos, your business logo, contact photos, text and email attachments, and call recordings
• Any stored backups of your data
• Your phone number, released back to the carrier and available for reuse after a short period
• Your login, once the rest has finished

This cannot be undone.

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When it happens

Two different things happen at two different times, and it’s worth being precise about both. Immediately, when you confirm. Your organization is locked for deletion. It stops accepting new uploads: no new photos, no new files, and no attachments on incoming texts or emails. In the background, after that. The files and records themselves are erased. This usually finishes within a few minutes, and our target is the same day. It runs in a fixed order, and each step has to finish before the next one starts: If a step can’t finish on its own, say the phone carrier is having an outage, the process holds there instead of reporting a finish it didn’t reach. That raises an alert on our side. We complete it by hand and email you to confirm when it’s done. So treat “a few minutes” as what normally happens, not as a guarantee for every case. You’ll be signed out when you confirm. You don’t need to stay on the page or keep the app open.

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What is kept

Some records aren’t ShineCRM’s to delete. Your payment provider’s records. Payments you processed are held by Stripe or Square under their own retention rules, for tax and financial-compliance reasons. Deleting your ShineCRM account does not delete those. Financial and audit records at ShineCRM. We retain billing, payment, consent, and audit records tied to money that moved or to consent you or your customers gave. These exist to answer tax, chargeback, and regulatory questions, so they are kept rather than deleted.

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If deletion is blocked

Because of the records above, self-service deletion is currently refused whenever an organization still has any record at all in the retained set. That set is broader than most people expect, so here it is plainly:

• Any invoice, whatever its status, including a draft you never sent
• Any payment or refund
• Any subscription or billing-customer record, including a cancelled one
• Any usage, metering, or billing-ledger entry, which most active accounts have
• Any consent record or regulatory-onboarding record
• Any audit-log or safety-control entry
• Any estimate carrying a deposit that was paid or refunded
• Any estimate with a deposit checkout link that was created and never paid or cancelled

In practice this means most accounts that have done real work cannot delete themselves yet. That’s a deliberate refusal, not a bug: these are exactly the records we’re required to be able to produce later. If you hit it, nothing is changed and you’ll see a message saying which category applies. Email support@shinecx.com and we’ll close those records out and finish the deletion for you. The workflow that lets you do this yourself (closing and anonymizing retained records instead of blocking) is not built yet.

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How to delete your account

You can delete your organization from the web dashboard. (The mobile app also has a delete-account option.) The full controls live on the web.

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Can’t sign in?

If you’ve lost access and can’t reach the deletion controls, email support@shinecx.com from the address on your account, with your business name and a request to delete the account. We’ll verify it’s you and take care of it.

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Deleting just some data

You don’t have to close your whole account to remove specific records. See Delete some of your data.