Frequently Asked Questions

Getting started is easy! Sign up for a free trial, and our onboarding wizard will guide you through setting up your account, importing contacts, and configuring your first automation. Most users are up and running within 30 minutes.

Not at all! SMBcrm is designed for busy business owners, not tech experts. Our drag-and-drop builders, pre-built templates, and intuitive interface make it easy for anyone to create powerful marketing campaigns and automations.

Yes! You can import contacts from CSV files, Excel spreadsheets, or directly from other CRMs like Salesforce, HubSpot, and Mailchimp. Our import wizard handles field mapping automatically.

Our free trial lasts 14 days and includes full access to all features. No credit card required. You can upgrade to a paid plan anytime during or after the trial.

We accept all major credit cards (Visa, Mastercard, American Express, Discover) and ACH bank transfers for annual plans. Enterprise customers can also pay by invoice.

Yes! You can upgrade or downgrade your plan at any time. Upgrades take effect immediately, and downgrades take effect at the start of your next billing cycle. We'll prorate any differences.

No long-term contracts required! Monthly plans are billed month-to-month and can be canceled anytime. Annual plans offer a discount and are billed yearly.

We offer a 30-day money-back guarantee for new customers. If you're not satisfied within the first 30 days, contact support for a full refund.

We'll notify you when you're approaching your limit. You can either upgrade to a higher plan or remove inactive contacts. We won't suspend your account without warning.

All plans include core CRM features, email marketing, SMS messaging, and basic automation. Higher plans add advanced features like AI content generation, custom reporting, priority support, and white-labeling. See our pricing page for full details.

Yes! You can connect your own domain to host landing pages, forms, and funnels. This is available on all paid plans with easy DNS setup instructions.

Absolutely! We integrate with 100+ popular tools including Google Workspace, Outlook, Zapier, QuickBooks, Stripe, Facebook, and many more. Plus, our API allows custom integrations.

Yes! Our mobile app is available for both iOS and Android. Manage contacts, respond to messages, view your pipeline, and even take payments on the go.

Our AI is powered by advanced language models that help you write emails, SMS messages, and content in seconds. It can also analyze your data to provide insights, score leads, and suggest optimal send times.

Security is our top priority. We use bank-level 256-bit SSL encryption, SOC 2 Type II certified data centers, and regular security audits. Your data is encrypted both in transit and at rest.

Yes! We're fully GDPR compliant and provide tools to help you manage consent, honor data deletion requests, and maintain compliance. We also offer a Data Processing Agreement (DPA) for EU customers.

Your data is stored in SOC 2 Type II certified data centers in the United States. EU customers can request data storage in European data centers for GDPR compliance.

Yes, you can export all your data at any time. We support exports to CSV, Excel, and JSON formats. Your data belongs to you, and we make it easy to take it with you.

We offer email support for all plans, with live chat and phone support available on Pro and Enterprise plans. We also have an extensive knowledge base, video tutorials, and weekly live training webinars.

Yes! All new customers get access to our self-guided onboarding. Pro and Enterprise customers receive dedicated onboarding calls with our success team to ensure you're set up for success.

We offer multiple training resources including video tutorials, documentation, a community forum, and live weekly webinars. Enterprise customers also get access to custom training sessions.

Email support is monitored 24/7. Live chat and phone support are available Monday-Friday, 8am-8pm ET. Enterprise customers have access to 24/7 priority support.