Question 1

How does the free trial work?

Accepted Answer

Pro and Enterprise include trials (14 and 30 days). No credit card is required; your data is preserved if you downgrade to Free.

Question 2

Can I switch plans anytime?

Accepted Answer

Yes — upgrade or downgrade from the billing console. Downgrades take effect at the end of the billing cycle with prorated credits where applicable.

Question 3

What payment methods are accepted?

Accepted Answer

Major credit cards, PayPal, and bank transfer for annual Enterprise contracts. Payments are secured with 256-bit encryption.

Question 4

Is my data secure?

Accepted Answer

Yes — encryption in transit and at rest, role-based access controls, and regular security audits; enterprise plans include SSO and advanced controls.

Question 5

Can I import data from other CRMs?

Accepted Answer

Yes — import wizards for Salesforce, HubSpot, Pipedrive and CSV imports; white-glove migration is available for Enterprise.

Question 6

Do you provide API access?

Accepted Answer

Pro and Enterprise include full REST API access and webhooks; developer docs and SDKs available.

Question 7

What support is included?

Accepted Answer

Free: knowledge base & community. Pro: priority email support. Enterprise: dedicated account manager, phone/chat support, SLA.

Question 8

What happens if I exceed my contact limit?

Accepted Answer

You’ll receive alerts and can upgrade to add contacts. Data is preserved — you can archive contacts to manage limits.

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