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FAQ

Frequently asked questions

Everything you need to know. Can't find your answer? Contact us.

How does the 14-day free trial work?
Sign up with your work email, no credit card required. You get full access to all Professional plan features for 14 days. At the end of the trial, you can choose a plan or your account converts to a limited free tier.
Can I import data from my current CRM?
Yes. We support one-click migration from HubSpot, Pipedrive, Copper, and other major CRMs. CSV import is also available. Our migration team helps Enterprise customers with custom data mapping.
How does AI deal scoring work?
Our AI analyzes 40+ signals per deal including email engagement, meeting patterns, deal velocity, and stakeholder involvement. It trains on your historical closed deals to predict win probability with 87% accuracy.
Is my data secure?
Absolutely. We're SOC 2 Type II certified and GDPR compliant. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We never sell your data or use it to train models for other customers.
Do you have a mobile app?
Yes, available on iOS and Android. Full pipeline management, deal updates, and AI insights on the go. Push notifications for deal activity keep you in the loop.
What integrations do you support?
50+ integrations including Gmail, Outlook, Slack, Zoom, Stripe, QuickBooks, Mailchimp, and more. We also offer a REST API and Zapier connector for custom workflows. See our integrations page for the full list.
Can I cancel anytime?
Yes. No long-term contracts on monthly plans. Cancel anytime and your access continues through the end of your billing period. Annual plans can be cancelled with a prorated refund.

Still have questions?

Our team responds within a few hours during business days.

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