Questions
Frequently asked
questions
Everything you need to know about Modern CRM — pricing, security, support and more.
Modern CRM is a comprehensive customer relationship management software designed for Indian businesses. It helps you manage customer data, track sales pipelines, automate workflows, and generate detailed analytics. Our cloud-based platform works seamlessly across all devices.
Yes! We offer a 14-day free trial for all our products — Modern CRM, Modern Billing, and BulkMailer Pro. No credit card required. You can explore all features and see how it transforms your business operations.
Absolutely. We use bank-level encryption, regular security audits, and comply with international data protection standards including GDPR. Your data is stored in secure Indian data centres with a 99.9% uptime guarantee.
Yes. Modern CRM integrates with popular tools like WhatsApp, Gmail, Outlook, Tally, Zoho, payment gateways, and more. We also provide REST APIs for custom integrations with your existing systems.
We offer 24/7 customer support via email, phone, and live chat. Professional and Enterprise plans include priority support and dedicated account managers. We also provide comprehensive documentation, video tutorials, and regular webinars.
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate the charges. There are no long-term contracts or cancellation fees.
We accept all major credit cards, debit cards, UPI, net banking, and digital wallets. All payments are processed securely through our payment gateway partners.
The number of users depends on your plan. Starter includes 3 users, Professional includes 10 users, and Enterprise offers unlimited users. Additional users can be added for a small fee.
Yes, you can export all your data at any time in CSV, Excel, or PDF formats. We believe your data belongs to you, and we make it easy to export whenever needed.
Yes. We provide comprehensive onboarding training, video tutorials, documentation, and regular webinars. Professional and Enterprise plans include personalised training sessions with our experts.
Still have questions?
Our team is happy to walk you through anything the FAQ didn't cover.
Mumbai-based team · replies within 2 business hours