30-Day guarantee is a satisfaction guarantee. We guarantee you'll be 100% satisfied with the platform or else we do not want to keep your money. Within 30-days of purchase, you can cancel your account and ask for a refund for any reason (or no reason at all) and we'll happily oblige. it's as simple as sending an email to [email protected] and asking for it.

Most likely yes! As long as you're using The CRM to run your business and help get you more clients, all The CRM charges are 100% tax-deductible. However, we do recommend you speak to a tax professional before deducting The CRM charges on your taxes because we do not know your situation 100%.

The CRM Starter and Standard plans are 99% the same. They include all of the same features except on the standard plan you get access to her sales funnel AI and you have the ability to create your own affiliate or referral program. Also, on the standard plan you're limited to one user and 500 contacts in your address book.

The "above standard use" charges exist because we're small and are NOT taking any Silicon Valley money. We use third party services to facilitate the communication and AI functions of Emma and we directly incur those costs. However, we do provide you with what we've seen as "normal" usage limits so 99% of the time you will not incur any additional costs. You'll only incur nominal additional charges if you see a big spike in activity. (However, this usually means you made money so it's covered anyway.)

Cancelling The CRM is actually easier than opening your account. Inside the settings menu there is a clear "cancel" button and it's simply one-click (two if you count the "are you sure?" click) to cancel your account. We'll hold your data for 6 months post-cancellation in case you change your mind and decide to come back.

Yes! If you hit the limits of the Starter plan and decide to upgrade, there is a button inside your settings menu that allows you to upgrade to the standard plan. Upon upgrading, all new features will be unlocked and limits on users & contacts will be removed.

Not from us! While you will incur payment processing fees from whichever payment provider you choose (we integrate directly with Stripe & Square, but can handle any processor through the API) those charges will come directly from the processor, not us.

No problem! If you already have a website, CRM's elements can easily be embedded into your existing pages and will work as if they're on an CRM-built website. However, if you do not have a website or feel it's janky, The CRM has a built in drag-and-drop website editor and every account comes pre-loaded with some website templates ready to go.