Are there any limits to the free version? Can it be used long-term?
Free can be used forever, with no time limits. The main restrictions include: up to 3 users, 50 AI Assistant calls per month, 1 GB of storage, and it doesn’t support advanced features like SmartRoute Planning and Voice Interaction. Suitable for individual sales reps or very small teams to experience the core features.
Do I need to link a credit card for the 14-day Free Trial?
No, you don’t. The 14-day Professional Free Trial doesn’t require any payment method—just sign up to use all Professional features. After the trial ends, the system will automatically downgrade you to Free, and no charges will be incurred. You can choose to upgrade to a paid plan anytime during the trial.
How are Users calculated? Can I add or remove them anytime?
Billed based on active users, meaning the number of members who have a system Sign In account. You can add or remove users anytime in the backend, and the cost is prorated based on actual usage days. Professional plan has no user limit, while Enterprise starts from 20 users.
What's the difference between Annual and Monthly? Can I switch?
Annual offers a 20% discount compared to Monthly. You can switch from Monthly to Annual anytime, and the system will prorate the difference based on remaining days. After Annual expires, you can switch to Monthly. Enterprise supports signing annual contracts and can issue VAT invoices.
How does Data's Sekuriti guarantee it? Suportsprivat de Ploimente?
All versions use bank-grade Data Encryption (transmitting TLS 1.3 to store AES-256) and are certified to ISO 27001 and Level 3 Security. Data is backed up daily with auto backup, with one-click recovery. The Enterprise Supports Private Deployment option can be deployed on your own server or in a private cloud environment (Medium), giving you full control over your data.
Can data be migrated from other CRM systems?
yes. Prof.S. offers standard Excel/CSV import tools, with SupportsClient, contacts, business opportunities, and other data imported in bulk. Enterprise is assisted by a dedicated client success manager with data migration, while Supports integrates and migrates from mainstream systems such as Salesfor, Fenxiang Xiaoke, Saleseasy, and DingTalk CRM to ensure a smooth data transition.
Still have questions? Contact our sales consultants
Our product experts will recommend the most suitable solutions and provide customized quotes based on your team size and business scenario.