Frequently Asked Questions

Do you build the CRM for me?

Yes — we set up your CRM, integrate key tools, and customize it to your business so you don’t have to mess with settings.

How fast can I get started?

Once you sign up, onboarding usually takes under a week. We’ll have your CRM account, workflows, and key automations ready so you can hit the ground running.

Can I use my own domain or email?

Absolutely. We can connect your domain and email so everything is branded under your business.

Do I need to know code or tech stuff?

Nope. The platform is fully no‑code. Our team handles the heavy lifting so you can focus on running your business.

What’s included in the free trial?

You get full access to all features, automation tools, and support — no limitations. If you cancel before the trial ends, you won’t be billed.

What happens if I cancel?

Your subscription will stop at the end of your billing cycle. You can export your data before closing your account.

Can I add more users later?

Yes. You can upgrade your plan anytime to add more users, phone numbers, or features.

Is my data secure?

Yes. We use SSL encryption, secure hosting, and industry‑standard security protocols to protect your information.

Do you offer training?

We provide onboarding calls, video tutorials, and a support knowledge base. Higher-tier plans also include live team training.

Can you import my existing contacts and data?

Yes — we can help migrate your current contacts, leads, and workflows into your new system.

Do you offer customer support?

Yes. We offer chat and email support on all plans, with priority support for higher-tier customers.

Will it work for my industry?

Our CRM is flexible and works for real estate, mortgage, insurance, home services, and other service-based businesses.

“Let us show you what a fully automated business feels like.”

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