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Transitioning to a Penny Essentials account
Transitioning to a Penny Essentials account

This article will help you with the transition to a Penny Essentials account.

Kris avatar
Written by Kris
Updated over a week ago

If you have any questions about integrated Penny availability, please reach out to your corporate organization. We want to make this transition as easy as possible and make sure your journey with Penny is a positive one.

Here are a few things to know about your account availability and the next steps...

What happens to my account?

Your Penny account is disconnected from your corporate organization’s back office and any corporate data is removed. Don’t worry, your contacts will be maintained and your account will be transitioned to Penny Essential and you can access it using the same app and credentials.

How is a Penny Essentials Account Different?

Penny Essentials is a free, non-integrated account that allows you to manage your business with ease. You’ll have access to

  • The Daily

  • Contacts Management

  • Prospecting

  • Customer Care

  • Penny+ Extension

  • Personal Content Library

  • Custom Lists

  • And More!

What Will Happen During the Transition?

Your account will no longer be associated with your corporate organization's back-office systems and cannot access corporate or customer data. That means you’ll no longer have access to

  • Your corporate organization’s Content Library

  • Team Content Library

  • Your corporate organization’s Customer Care Cycle

  • Customer Information

  • Order Information

  • Any Back Office or your corporate organization Information

Your personal contacts, prospects, and personal content will be maintained.

How can I access Penny Essential?

You don’t need to create a new account. Simply sign in using your current credentials.

For any questions, please reach out to our customer support team in the Penny app or email us at support@getpenny.com


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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