FAQ

Accounts and billing

Is there a free plan?

There's a 14-day free trial of the full platform, no credit card required. After that you pick a paid plan. We don't offer a permanent free tier — if the product isn't paying for itself after two weeks, it probably isn't solving a real problem for you.

Can I change plans later?

Yes, any time. Upgrades take effect immediately and we prorate the difference. Downgrades take effect at the end of your current billing period.

Do you charge per user?

Yes. Kaliun is priced per active user per month. Deactivated users don't count.

How do I cancel?

Settings → Billing → Cancel Subscription. Your workspace stays active through the end of your paid period, then moves to read-only. Data is retained for 60 days after cancellation in case you change your mind.

Do you offer annual billing?

Yes, with a 2-month discount vs. paying monthly.

Data and security

Where is my data stored?

In AWS us-east-1 by default. Enterprise plans can request specific regions (EU, Canada, Australia).

Is my data encrypted?

Yes. At rest via AES-256 (AWS RDS encryption), in transit via TLS 1.3, and field-level encryption on sensitive fields (API keys, OAuth tokens, webhook secrets).

Can I export my data?

Yes. Settings → Data Export → Export All. You get a ZIP of CSV files covering every table in your workspace. No lock-in.

What about GDPR?

Kaliun is GDPR-compliant. EU clients can request data deletion via the client portal (/privacy/delete-me), which cascades through Kaliun. Workspace owners can also process deletion requests from Settings → Privacy → Deletion Requests.

Do you train AI models on my data?

No. Full stop. Our AI features (proposal generation, summarization) send data to Anthropic Claude per-request with a zero-retention agreement. Nothing from your workspace is used for model training.

Technical

What's the API uptime SLA?

99.9% on Pro plans, 99.99% on Enterprise. Historical uptime is on status.kaliun.com.

How fresh is the API data?

Real-time. Every write is immediately visible to reads. No caching delays.

Can I white-label the client portal?

On the Agency plan you can host the portal on your own subdomain and remove the "Powered by Kaliun" footer. You can also customize the branding (logo, colors) on any plan.

What integrations are supported?

QuickBooks, Xero, Gmail, Google Calendar, Outlook, Twilio, Stripe, Documenso, Slack, Zapier, and more. See the Integrations index for the full list.

Is there a mobile app?

Yes, iOS and Android. Feature parity with the web app for everything you'd do in the field: view proposals, log activities, mark tasks complete, take photos, update project status. See Mobile App (coming soon).

Features

Can I customize the pipeline stages?

Yes. Every pipeline has fully customizable stages you can add, remove, reorder, rename, and color.

Can I have multiple pipelines?

Yes, as many as you want. Common setups: sales pipeline, onboarding pipeline, warranty tickets, service requests.

Can I track hours / timesheets?

Basic time tracking is coming in Q2. For now, use tasks with a hoursSpent custom field or integrate a time tracking tool via webhooks.

Does Kaliun do material takeoffs?

No. Kaliun is for pricing, contracts, and project management. For takeoffs you'd use PlanSwift, Bluebeam, or similar and import the line items as a CSV.

Can clients approve change orders in the portal?

Yes. Create a new Contract with the change order details and send it through the portal signing flow. Once signed, Kaliun adds the new line items to the project budget.

Workflows and automation

How many workflows can I have?

Unlimited on paid plans. Each workflow can have unlimited steps.

Is there a workflow templates library?

Yes — Settings → Workflows → Browse Templates has dozens of pre-built recipes you can clone and customize.

Can workflows call external APIs?

Yes, via the Webhook action. It POSTs to any URL with your payload and waits for a response.

Can I schedule workflows to run at specific times?

Yes, Scheduled triggers support cron expressions and relative time (e.g. "every Monday 9am" or "3 days after person was created").

Support

How do I get help?

• In-app chat — click the chat bubble in the bottom-right
• Email — support@kaliun.com
• Priority support — included on Business and Enterprise plans, 4-hour response SLA

Is there a community?

Yes — Discord server for Kaliun users to share workflow recipes, tips, and feedback. Link in the in-app help menu.

Can I suggest features?

Absolutely. Help → Feature Requests takes you to a public roadmap board where you can upvote and comment on proposed features.