Answers for your next CRM decision
Check the cost, plan your setup and explore the parts of SMBcrm your team needs. Each answer links to the details.
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23 answers across 5 topics.
Getting Started
How do I get started with SMBcrm?
Explore the product tour or compare plans, then choose one workflow to set up first. Prepare your contacts, connect the tools you need and test the handoff with your team. Setup time depends on your data, integrations and communication channels.
Link to this answerDo I need technical skills to use SMBcrm?
Visual builders help you create pages, forms and routine workflows. Domain configuration, imports and custom connections can need more preparation. Use the onboarding guides or bring the setup you have in mind to a demo.
Link to this answerCan I import my existing contacts?
Yes. Prepare a CSV export, map the fields and test a small sample before importing the full list. A data import does not recreate every automation, integration or historical relationship. The migration guides explain what to review for your current platform, including the supported HubSpot import route.
Link to this answerDo you offer a money-back guarantee?
A 60-day money-back offer is available for eligible new subscriptions. The terms explain which subscription fees are covered and which charges are excluded. Review the offer shown at checkout and the refund terms before purchasing.
Link to this answerPricing & Billing
What payment methods do you accept?
We accept major credit cards, including Visa, Mastercard, American Express and Discover. ACH bank transfers are available for annual plans, and Enterprise customers can pay by invoice. Review the payment options shown for your purchase at checkout.
Link to this answerCan I change my plan later?
You can upgrade or downgrade your plan. Upgrades provide access to the new features immediately; downgrades take effect at the start of your next billing cycle. Check the billing details for your account before making the change.
Link to this answerIs there a contract or commitment?
Monthly plans are billed monthly and annual plans are billed yearly. Subscriptions renew unless canceled under the applicable terms. Review the billing period and cancellation terms before choosing a plan.
Link to this answerHow do I request a refund?
Contact support to request a refund under the offer that applies to your purchase. The standard 60-day guarantee covers eligible initial subscription fees; usage charges, add-ons and other exclusions are explained in the terms.
Link to this answerWhat costs should I plan for beyond the subscription?
Plan for the CRM subscription, any optional AI coverage and separately billed usage. Your plan’s included usage credit offsets eligible services; additional usage is billed at the published rates. Phone, messaging, email delivery and some workflow or AI services can add costs. The usage page explains the estimator’s scope and the rate table.
Link to this answerFeatures & Functionality
What features are included in each plan?
All plans include the core CRM, lead capture, communication and workflow tools. Access to a tool does not mean its sending or AI usage is included without limits. Professional adds features such as memberships, communities and WordPress hosting; Enterprise adds priority support and a dedicated account manager. Use the comparison table to check your requirements.
Link to this answerCan I use my own domain for landing pages?
Yes. You can connect your own domain for websites and funnels. Domain setup requires access to your DNS records, so have the person who manages your domain available during setup.
Link to this answerDoes SMBcrm integrate with other tools?
SMBcrm offers direct and workflow connections, a private Zapier app and API options for custom work. Supported records, sync direction and timing vary by app. Find your tool in the directory, then check the connection against the workflow you need.
Link to this answerHow do I connect SMBcrm to Zapier?
Accept the SMBcrm app invite before searching for it inside Zapier. Then connect your account and check the triggers and actions available for both apps. Zapier’s plan limits and charges are separate from your SMBcrm subscription.
Link to this answerIs there a mobile app?
Yes. The SMBcrm mobile app is available for iOS and Android. Use it to work with contacts, conversations and your pipeline while away from your desk.
Link to this answerDo I need AI to use SMBcrm?
No. You can manage contacts, conversations, bookings and rule-based follow-up without adding an AI step. Add AI for a specific task when it helps, such as drafting a reply or answering routine questions. Choose what it may do and when your team takes over.
Link to this answerSecurity & Privacy
Is my data secure?
Platform data is encrypted at rest using AES-256 and in transit using TLS 1.2 or higher. Administrators can enforce two-factor authentication and assign role-based permissions. Visit the Trust Center for platform assurance and security details.
Link to this answerWhat should I review for GDPR and privacy?
Our privacy and GDPR information describes data handling, the respective roles of SMBcrm and customers, and available request processes. Review those documents and any applicable data processing agreement against your organization’s requirements.
Link to this answerWhere is my data processed?
The platform uses U.S. cloud infrastructure and international service providers. If your organization has specific data residency requirements, confirm them with SMBcrm before choosing a plan or importing data.
Link to this answerCan I export my data?
Plan which records, files and history you need to keep, then check the export options for each area of your account. Confirm the supported fields and formats before a move; do not assume one export contains every record and relationship.
Link to this answerSupport & Training
What kind of support do you offer?
All plans include support through in-app chat and tickets, with scheduled Zoom calls for help that needs screen sharing. You also get onboarding resources and group training. Enterprise adds priority support and a dedicated account manager.
Link to this answerDo you offer onboarding help?
All plans include group training, setup videos and onboarding resources. Professional and Enterprise include four one-on-one sessions covering technical setup, implementation and two optimization rounds. Startup customers can add one-on-one onboarding at signup.
Link to this answerIs there training available?
Group training follows a rotating 10-week topic cycle, with recordings available in the onboarding portal. Setup guides and videos let your team work through a topic again when needed.
Link to this answerWhat are your support hours?
Chat and ticket support are available 24/7. Zoom help is scheduled. Enterprise includes priority support; review the published support terms for response targets and service details.
Link to this answerNo matching answers
Try a shorter search or choose a topic above. For help choosing a workflow, schedule a demo. For help with an existing account, use the support center.