Cancelling your account
Before you cancel
Section titled “Before you cancel”Also worth doing:
- Note your goal and fiscal year settings — quick to write down, annoying to reconstruct.
- Export anything shaped the way you need it — a Grid view, a gifts report for the year.
- Disconnect integrations you don’t want left connected, particularly ones with two-way sync.
- Tell anyone you share with that access is ending.
Have you considered pausing?
Section titled “Have you considered pausing?”Some plans can be paused rather than cancelled — for seasonal work, a sabbatical, or a gap between assignments. A paused account keeps your data intact and ready when you come back.
Email customerservice@karani.co to ask.
Cancelling
Section titled “Cancelling”-
Go to Settings → Plan.
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Choose to cancel your subscription.
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You’ll be asked for feedback. It’s optional, and it’s read.
What happens next
Section titled “What happens next”Your subscription doesn’t renew. Access continues to the end of the period you’ve paid for.
After that your account is closed. Your data is retained for a period before removal — which is why the export matters. If you change your mind quickly, email customerservice@karani.co; the sooner you ask, the more likely your data can be restored.
Moving to another CRM
Section titled “Moving to another CRM”Your download is plain CSV — contacts, gifts, pledges, tasks, interactions, groups — which every CRM can import.
Two things worth carrying across that people forget:
- Interaction history. It’s the thing that took longest to accumulate.
- Pledge start dates. Most systems compute behind-on-giving from them, and they’re the field most often lost in a move.
If something’s wrong rather than not needed
Section titled “If something’s wrong rather than not needed”If you’re cancelling because Karani isn’t doing something you need, email support@karani.co first. It’s occasionally a setting, and it’s occasionally something they’d fix.