Yes, you can upgrade or downgrade between Pro, Xtreme, and Unlimited within your account. Or just let our team know when you're ready to upgrade and we'll take it from there. Reach us at [email protected]

Data charges are for Calling Texting, and Emails.

Text Messages

Text messages are charged per segment of characters sent. Without getting too complicated in explaining what that means, you can expect an average cost to be approximately $.0095 cents per outgoing and incoming text message (Just shy of a penny). That's about $10 per 1055 text message segments.

Phone Calls

Calls are $.0168 cents per minute to make calls and $.0102 cents per minute to receive calls. That's about $10 per 595 outbound phone calls or 980 Inbound calls (averaging 1 min per phone call).

Emails

Outbound emails are $.0008 cents per email. That's approximately $10 per 12,500 emails sent (super affordable!). Incoming emails are free.

Phone Numbers

Phone numbers are $1.24/month per phone number.

Average: The average CRMX client spends approximately $15-20 per month on data charges.

If you plan on sending high volume text and email campaigns each month, then be sure to account for the data charges in your outbound marketing budget.

*Fees and carrier rates are subject to change without notice.

It's really simple. Log in to your account and cancel inside the settings menu. You can also click the support chat within your app and let us know, we'll help you out. Or email [email protected] to request to cancel your trial. Be sure to request to cancel your free trial 24 hrs before your trial ends.

Yes, contact support to save 15% on our annual plans. Contact sales to get setup with Annual subscriptions: 850-273-4923

Yes, there's a mandatory setup fee. So your first payment will include the setup fee. After that, you pay monthly and cancel anytime right from within the app. Note: there are no refunds for partial months or if you choose not to use it for several months. See the pricing page for pricing details, including start up fee.

Yes, any data you add to your account is yours. We do not access, sell, or rent any data from our clients... That's illegal... And anyone that would do this should be tortured and made to eat worms for life.

Yes, we have a Zapier integration. You'll be able to connect to thousands of other applications via Zapier.

Abso-freakin-lutely! We have iOS and Android mobile apps. Search for CRMX and download it. You'll use the same login as you do with the desktop browser.

Pro Edition includes up to 2 users. Xtreme Edition includes up to 10 users. Unlimited Edition gives you unlimited users. You cannot add users for a per user cost. If you want more users than your current edition offers, you must upgrade to the next Edition. We designed the pricing this way so it saves you hundreds (if not, thousands) per month in "per user" fees.

You can also restrict sales reps to only see the contacts, sales opportunities, and calendar items assigned to their user.

We have a 24/7 live chat support team (real humans) ready to help you around the clock. You can choose from our live super fast chat support or you can submit tickets anytime of the day and we'll get back to you with an answer and solution quickly. Unlimited Edition includes VIP support where you can request a live screen share with our support team during our support hours.

Absolutely! We help you in THREE ways.

One, we have a video tutorial library that is constantly growing to help every little question or solution you're looking for.

Two, we have live trainings and webinars monthly with our expert team to show you how to do the "basics"... or "advanced" stuff you're wanting to do with your CRMX account.

Three, we have CRMX Academy. This is series of robust training courses that can train you and your team members on how to use the platform based on the role they play on your team. If they are an admin, they can go through the Administrative Course. If they are in sales, they can choose from our "Setter" or "Closer" courses to get them up to speed quickly. Plus many more courses that address the main roles inside a business.

Yep, it does. You can cancel any other funnel builder accounts and save immediate money (saves at least $1,000 per year). It also includes your website hosting, so there's another $100-200 per year saved.

If you already have a HighLevel account (the platform/backbone software we use to build CRMX), we do NOT offer to share a copy of CRMX to your existing HL account. If you want to use the extraordinary benefits of the CRMX system and community, you'll need to invest in our entire CRMX product that we've invested several years building. This is not just a copy of HL, far from it. We've completely customized HL to become CRMX and we're proud to bring it to the industry. We are constantly improving the system and adding more features on a weekly basis. Many of our clients cancel their currentHL account and transfer to CRMX because we've already done all the heavy lifting and built it for the home service industry to maximize their leads, sales, and raving fans.