If you're new or looking for answers to your questions, this guide will help you learn more about our services and their features.
1. Is there a free trial available?
Yes. You can start with a free trial and explore the platform with no obligation. You’ll have access to core features so you can see how it fits your workflow before upgrading.
2. Who is this platform best suited for?
This CRM is built for consultants, real-estate agents, mortgage and credit brokers, service providers, and small teams who want an all-in-one system to manage leads, automate follow-ups, and close more clients.
3. Can I change my plan later?
Yes. You can upgrade or downgrade your plan at any time. Your data stays the same, and changes take effect immediately or at the next billing cycle.
4. What is your cancellation policy?
There are no long-term contracts. You can cancel anytime directly from your account. You’ll keep access until the end of your current billing period.
5. How does billing work?
Billing is handled monthly (or custom for Enterprise plans). Invoices, payment methods, and billing details can be managed directly from your dashboard.
6.Can I update my account details and users?
Yes. You can update your account email, billing information, users, and permissions anytime from your dashboard.