Frequently Asked Questions

It’s an all-in-one business management tool designed for small business owners, coaches, consultants, and service providers. You can manage leads, clients, projects, payments, marketing campaigns, and automation all from one place.

Our CRM is built for entrepreneurs, small to midsize businesses, service providers, consultants, and coaches who want to simplify operations, improve client management, and scale with automation.

Not at all! The platform is user-friendly and comes with step-by-step onboarding. You don’t need to be tech-savvy to set up or run your business on it.

Most CRMs only handle one piece of your business. Our One CRM Platform includes automation workflows, client management, sales funnels, branded landing pages, email campaigns, texting, reporting, and more—all in one ecosystem.

Yes, you can cancel your monthly plan anytime. Annual plans can also be canceled, but refunds are not provided for unused time.

You can upgrade (or downgrade) your plan at any time to match your business needs.

Yes! All plans come with support. Higher-tier packages (Premium and Elite) include priority support and strategy sessions for faster onboarding.

Absolutely. We use industry-standard encryption, secure servers, and regular monitoring to protect your business and client data.

When you choose the annual plan, you pay upfront for the year and receive two (2) months free (that’s 12 months for the price of 10 months).

Yes! Our CRM integrates with many third-party apps and services, making it easy to connect your favorite tools without juggling multiple platforms.

Yes! Beyond just managing clients and automating workflows, you can create branded landing pages, email campaigns, and digital assets directly inside the platform.

The Platform, including software, branding, and digital assets, is owned or licensed by us. You retain ownership of your content and client data. By using the Platform, you grant us limited rights to process, host, and transmit that data to provide services.

Enhance your subscription with Done-For-You Branded Digital Assets. These services are available as an add-on and billed separately.

Your data will remain available for export before your account is closed. Please note: You may export your contacts and content only. All templates, funnels, and related assets are owned and licensed by us. Once canceled, we retain limited records for compliance but delete all active business data from the platform.

No, a free trial is not available. You’ll need to select a subscription plan to begin using the platform.

Yes. Depending on your subscription level, you can add team members, assign roles, and control access permissions.

Definitely. With automated workflows, centralized communication, and integrated tools, you can cut down on repetitive and/or manual tasks and focus on growing your business.