Yes — we offer a free 30-minute personalised demo for all plans. We show you your actual industry workflows, not a generic product tour. No credit card required.
Can I change plans later?+
Absolutely. Upgrade or downgrade at any time. When upgrading, you only pay the difference pro-rated for the remaining period.
What's included in data migration?+
Our team migrates all your existing client data — from Salesforce, Zoho, HubSpot, Excel, or any other system. Zero data loss, zero downtime, completely free on all plans.
Are there any setup or onboarding fees?+
No. Setup, data migration, configuration, and team training are all included at no extra cost. The monthly/annual plan price is the only charge.
Do prices vary by industry?+
No — the pricing above applies to all industry editions. Wealth Management, Real Estate, Healthcare, and Insurance are all priced identically.