Frequently Asked Questions
Everything you need to know about Modern CRM
What is Modern CRM and how does it work?
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.
Do you offer a free trial?
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.
Is my data secure with Modern CRM?
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 centers with 99.9% uptime guarantee.
Can I integrate Modern CRM with other tools?
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.
What kind of support do you provide?
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.
Can I upgrade or downgrade my plan anytime?
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.
What payment methods do you accept?
We accept all major credit cards, debit cards, UPI, net banking, and digital wallets. All payments are processed securely through our payment gateway partners.
How many users can I add to my account?
The number of users depends on your plan. Starter plan includes 3 users, Professional plan includes 10 users, and Enterprise plan offers unlimited users. Additional users can be added for a small fee.
Can I export my data?
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.
Do you provide training for new users?
Yes! We provide comprehensive onboarding training, video tutorials, documentation, and regular webinars. Professional and Enterprise plans include personalized training sessions with our experts.