Welcome to our FAQ page! Here you’ll find answers to the most common questions we receive. If you can’t find what you’re looking for, feel free to send your inquiry through contact form.
Our CRM is designed to be user-friendly with a quick setup process. We have a comprehensive knowledge base with documentation, guides, and one-to-one video calls to help you get started. A support agent will be assigned to assist and guide you in setting up your automation workflow through a video call.
Yes! We offer a 14-day free trial so you can explore all the features of our CRM before committing to a subscription.
Yes, we offer a free live demo consultation to help you understand how our CRM system can meet your business needs. During the demo, you’ll get a real-time walkthrough, demonstrate the features of our platform, we will discuss your requirements, see how it can streamline your business processes, and answer any questions you may have.
Yes, We offer No Questions Asked 30-Day Money-Back Guarantee refund policy if you’re unsatisfied with our plans/services.
We accept all major credit cards and payments via Stripe.
Our CRM pricing is designed to be flexible, catering to businesses of all sizes. We offer 2 subscription plans (Starter Plan & Professional Plan), with varying features to suit your needs. For detailed information, please check out our pricing page.
Yes, we offer comprehensive support to ensure you have the best experience with our CRM system. You can contact our customer support team by email at support@example.com, by phone at [Your Phone Number], or through our contact page.
Our CRM is fully customizable and can integrate with various third-party APIs and other tools. Please contact support to know additional charges for Third-Party APIs and other tools integrations.
We take your privacy seriously. Your data is encrypted and securely stored with Stripe utmost reliability and industry-leading security standards.
To create an account, you’ve to “Sign Up” to one of our service plans. You’ll receive a confirmation email and receipt for your purchase. A support agent will be assigned to assist you in setting up your automation workflow through a video call. You can check a brief description of our plans/services by visiting our pricing page.
Yes, our CRM allows multiple users to collaborate within a single account. You can easily manage user permissions and roles from the admin panel.
If you’ve forgotten your password, click the “Forgot Password” link on the login page. Enter your registered email, and we’ll send you instructions to reset your password.
Absolutely! You can upgrade, downgrade, or cancel your subscription at any time by accessing the “Billing” section in your account settings. If you need any help, contact our support.
If you cancel your CRM account, your data will be stored for 30 days, during which you can request a copy of your data. After this period, the data will be permanently deleted from our system.
We take data security very seriously. All customer data is encrypted both in transit and at rest using advanced encryption standards. We also employ multi-factor authentication and regular security audits to ensure your data is safe.
Only authorized users within your organization will have access to your CRM data. Our team members only access your account for troubleshooting or support purposes, and only with your explicit consent.
No, we do not share or sell your data to any third parties. Your data is stored securely, and we comply with all relevant data protection laws, including GDPR.
We perform regular, automated backups of all CRM data. These backups are stored securely and can be restored in the event of an emergency or data loss.
Yes, you can request a copy of your data at any time. Your data will be provided in SQL, CSV or other formats.
If you would like to request the deletion of your personal data, please contact our support team. We will process your request in accordance with data protection regulations.
Yes, we are fully compliant with GDPR and other major data privacy regulations. We prioritize your data privacy and ensure all personal information is handled according to the highest legal standards.
We offer No Questions Asked 30-Day Money-Back Guarantee refund policy if you’re unsatisfied with our plans/services.
To request a refund, please contact us via email with your purchased plan/service details, and we’ll process your refund within 5-7 business days.
Once we receive your request, refunds are typically processed within 5-7 business days. The amount will be credited back to your original payment method. Depending on your bank or payment provider, it may take up to 10 business days for the funds to appear in your account.
Yes, we offer a full refund within the return period, except setup fee.
You will receive an email confirmation once your refund has been approved. If there are any issues, we’ll reach out to you directly.
You can contact our customer support team by email at support@example.com, by phone at [Your Phone Number], or by using our Contact Form.
Our support team is available to assist you during our business hours, Monday to Friday. If you reach out outside of these hours, we’ll respond as soon as possible on the next business day.
Yes, we offer live chat support during our regular business hours. Look for the chat icon at the bottom of our website to start a conversation with a support representative.
To update your payment information, log in to your account, go to the “Billing” section, and follow the prompts to update your credit card or payment details.
Yes! You’ll receive a confirmation email and receipt for your purchase.
We have a comprehensive knowledge base with documentation, guides, and one-to-one video calls to help you get started. A support agent will be assigned to assist you in setting up your automation workflow through a video call. If you need further assistance, our support team is happy to help!
Yes, we offer personalized onboarding for our clients. A support agent will be assigned to assist you in setting up your automation workflow through a video call.
If you experience any issues with a product/service, please contact us immediately via [support@example.com] or our Contact Form, and we’ll work to resolve the issue as soon as possible.
If you’re having technical issues, try refreshing your browser or clearing your cache first. If the problem persists, please contact our technical support team at [techsupport@example.com] with a detailed description of the issue.
If you encounter a bug or glitch, please report it by emailing [support@example.com]. Include details about the issue, such as screenshots, device information, and steps to reproduce the problem.
If your account is locked, you can click the “Forgot Password” link on the login page to reset your password. If you’re still having trouble, please contact our support team, and we’ll help you regain access to your account.
Our CRM is fully customizable and can integrate with various third-party APIs and other tools. Please contact support to know additional charges for Third-Party APIs and other tools integrations.
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