Frequently Asked Questions

No. Sign up with just your email address. Your 14-day trial gives you full access to every feature. We'll remind you before it ends.

Most teams are up and running in under 15 minutes. Import your contacts from a spreadsheet, add your team members, and you're done. No configuration wizards, no mandatory calls with a sales rep.

Yes. Upload a CSV or Excel file and your contacts import in minutes. We support most common formats. If you run into any trouble, email us at hello@directcrm.app.

Yes. Your CRM activities sync with Google Calendar automatically, so your schedule lives in one place. No manual entry, no switching between apps.

Contact and company management, activity tracking (calls, emails, meetings), a sales pipeline/funnel, a follow-up calendar with reminders, quote and proposal builder, team collaboration with shared calendars, custom fields, email templates, document attachments, and reports. See the full feature list on our Features page.

Yes. Create quotes directly from a customer's record, set a status and expected close date, and track probability. Your pipeline forecast updates automatically.

Yes. There's no user limit. Each team member has their own account, and you can configure what they can see and edit. Managers get full visibility across the team.

Yes. directCRM is browser-based and works on any device — phone, tablet, or desktop. No app install required. Just open your browser and sign in.

Yes. Add custom fields to company and contact records, configure your pipeline stages, create reusable email templates, and set recurring visit reminders. Most customizations take under a minute.

$15 per user per month. If you pay annually, it's $10 per user per month (saving 33%). No setup fee. No contracts. Cancel anytime. See full details on our Pricing page.

Your account continues automatically at $15/user/month. We'll send you a reminder email 3 days before the trial ends so you're never surprised.

Yes. New users are added instantly. Remove a user and billing adjusts at the next cycle. No need to contact support — manage it all from your account settings.

No. directCRM is month-to-month. Cancel with one click from your account settings, no questions asked.

Yes. Your data is encrypted in transit and at rest. We perform continuous backups. Your data is yours — you can export it anytime. We take data privacy seriously and we never sell your data.

Yes. Export contacts, activities, and reports to Excel/CSV at any time. We don't lock you in. Your data belongs to you — always.