Frequently asked questions
The things people want to know before they hand a CRM their client list.
The product
How long does it take to set up?
An afternoon, and mostly that is your import. There is no configuration project: the stages, the roles and the notification defaults all work out of the box, and you change the ones that do not suit you.
Do I have to rebuild my quotations inside ClientZapp?
No, and that is deliberate. You attach the document you already produce — PDF, Word or a spreadsheet — and ClientZapp handles the sending, the tracking, the versions and the expiry.
Does it send marketing emails?
No. ClientZapp sends transactional email only: invitations, password resets, quotation links, overdue alerts and your digest. Campaigns are a different product and a different set of rules.
Is there a mobile app?
Not a native one. The application works in a phone browser for looking things up and clearing follow-ups; the heavy screens — the pipeline board especially — are built for a laptop.
Does it integrate with my email or calendar?
Integrations and API access are part of the Business plan and are being built out. If a specific integration decides your purchase, tell us which — that is how the order gets decided.
What does the AI actually do?
Two things, on the plans that include them: it summarises a client relationship in plain English with a suggested next step, and it drafts text you were going to write anyway. It never sends anything, and it never changes a record on its own.
Billing
Is there a free trial, and does it need a card?
14 days on any plan, no card. At the end you pick a plan; your data is not touched while you decide.
Can I cancel whenever I want?
Yes. Cancelling stops the next renewal and you keep access until the end of the period you have paid for. Export your data before or after — the export does not switch off with the subscription.
What happens if I add someone mid-month?
Seats are prorated for the remainder of the period. Removing someone frees the seat immediately and credits the balance at the next renewal.
Do you offer a discount for annual billing?
Yes — annual works out at roughly ten months for twelve. The exact figures are on the pricing page.
Your data
Who can see my data?
The people you invite, and nobody else. Each workspace is isolated at the database query itself, so a request carrying another workspace's record id gets a "not found", not a peek. Our own support staff need a recorded, time-limited reason to access a workspace, and every such access is audited.
Where is it stored?
In United States data centres, on managed database and object storage. Details are on the security page.
Do you train AI models on my data?
No. Your client data is not used to train any model, ours or anyone else's. When you ask for an AI summary, the relevant text is sent to the model provider to produce that answer and for nothing else.
What happens to my data if I leave?
It stays available to export for thirty days after cancellation, then it is deleted on the schedule in the Privacy Policy. You can also ask us to delete it sooner.
Can a client see that I opened their record?
No. Tracking runs one way only: you can see that a quotation link you sent was opened. Nothing about your workspace is visible to the recipient beyond the quotation you sent them.
Still unanswered? Ask us directly — and if it is a good question, it usually ends up on this page.