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Documentation Index

Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt

Use this file to discover all available pages before exploring further.

This page explains how to delete your ShineCRM account and what happens to your data when you do.

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What gets deleted

When you delete your account, the following are permanently removed from ShineCRM:
  • Your organization, including all contacts, jobs, estimates, invoices, and service plans
  • All messages (SMS, email) sent and received through your organization
  • All call recordings and voicemails
  • Photos, files, and attachments uploaded to your organization
  • Your user profile and login credentials
  • Team members associated with your organization

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What is retained

The following may be retained for legal or financial-compliance reasons after deletion:
  • Financial transaction records — kept for up to 7 years to meet tax and accounting requirements
  • Audit and security logs — kept for up to 90 days
  • Aggregate, anonymized usage statistics — retained indefinitely with no link to your identity

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How to delete your account

You can delete your account at any time from the operator dashboard.
1

Sign in to the dashboard

Go to app.shinecx.com and sign in with your ShineCRM email and password.
2

Open Organization settings

From the dashboard, navigate to Settings then Organization.
3

Scroll to the Danger zone

At the bottom of the Organization settings page, find the Danger zone section.
4

Confirm and delete

Type your business name into the confirmation field, then click Delete organization. This action cannot be undone.
Once you confirm, your organization and all associated data are deleted immediately. Any active subscription is cancelled. Phone numbers provisioned through ShineCRM are released back to Twilio and become available for re-use within a few days.

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Can’t sign in?

If you’ve lost access to your account and can’t reach the deletion page yourself, email support@shinecx.com from the address on file with your account. We’ll verify your identity and process the deletion within 14 days. Include the following in your email:
  • The business name and email on the account
  • Confirmation that you want the account permanently deleted

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Deleting individual data without closing your account

You don’t have to delete your whole account to remove specific information. From within the ShineCRM app, you can delete individual contacts, jobs, invoices, messages, and call recordings at any time. Each record’s delete option is available from its detail screen.

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Questions

If you have any questions about deletion or data retention, contact us at support@shinecx.com.