Question 1

How difficult is it to migrate from my current CRM?

Accepted Answer

Most migrations complete in 1-3 days depending on data volume. We provide CSV import templates for contacts, deals, and notes. Common CRMs (Salesforce, HubSpot, Pipedrive, Zoho) have direct integrations for one-click migration. Our team handles the technical work—you review imported data for accuracy. We run parallel systems during transition so nothing is lost. Most businesses fully transition within a week.

Question 2

Can the CRM integrate with my accounting software?

Accepted Answer

Yes. Native integrations with Xero, MYOB, QuickBooks, and FreshBooks sync invoices, payments, and customer data automatically. When a deal closes in your CRM, create invoices in your accounting software with one click. Payment status updates sync back to the CRM. Eliminates double data entry and keeps financial records accurate across both systems.

Question 3

How many team members can use the CRM?

Accepted Answer

Unlimited team members on all plans. No per-user pricing traps. Invite your entire team (sales, service, admin, contractors) with role-based permissions. Admins see everything, salespeople see their deals and team deals, service staff see support tickets, and contractors see only their assigned work. Mobile app access included for everyone.

Question 4

What happens to my data if I stop using the CRM?

Accepted Answer

You own your data, always. Export everything (contacts, deals, conversations, notes, attachments) as CSV files anytime with one click. No export fees, no data held hostage. If you leave, you leave with everything. We also provide weekly automatic backups stored on Australian servers. Download backups anytime for your own records. Your data belongs to you—not us.

Question 5

How does automation work without requiring technical skills?

Accepted Answer

Visual automation builder works like drawing a flowchart: drag triggers ("new contact added", "deal moves to stage"), add conditions ("if contact is in Melbourne"), and select actions ("send SMS", "assign to Sarah"). No coding required. Pre-built automation templates for common workflows (welcome sequences, abandoned cart follow-ups, appointment reminders). Most teams build their first automation in under 10 minutes.

CRM & Automation System

Core Capabilities

Contact Registry

Communication Hub

Calendar Scheduling

Team & Pipeline Management

Opportunity Management

Mobile App Access

See It In Action

Common Questions

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August 2026

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