Question 1

What is Streamline Sales CRM?

Accepted Answer

Streamline Sales CRM is an AI-enhanced customer relationship management platform designed to help sales teams manage contacts, track deals, and close more revenue. Our system uses intelligent lead scoring, sales forecasting, and deal intelligence to help you prioritize your efforts and maximize results.

Question 2

How much does it cost?

Accepted Answer

We offer three pricing tiers: Starter at $29/user/month for small teams, Professional at $79/user/month with advanced AI features, and custom Enterprise pricing for large organizations. All plans include a 14-day free trial with no credit card required.

Question 3

Is there a free trial?

Accepted Answer

Yes! We offer a 14-day free trial on all plans. No credit card is required to start your trial, and you'll have full access to all features in your chosen plan. You can cancel anytime during the trial period without being charged.

Question 4

How do I import my existing contacts?

Accepted Answer

You can easily import contacts from CSV files, Excel spreadsheets, or directly from other CRM systems. Our import wizard guides you through mapping your fields and validates data before importing. We support bulk imports of contacts, companies, deals, and activities.

Question 5

Is my data secure?

Accepted Answer

Absolutely. We use enterprise-grade security including AES-256 encryption for data at rest, TLS 1.3 for data in transit, and SOC 2 compliant infrastructure. Your data is backed up daily, and we maintain strict access controls. We never share your data with third parties.

Question 6

Can I integrate with other tools?

Accepted Answer

Yes, Streamline Sales integrates with popular tools including email platforms (Gmail, Outlook), calendar apps, marketing automation systems, and accounting software. Professional and Enterprise plans include API access for custom integrations. Our integration marketplace is constantly growing.

Question 7

What support is available?

Accepted Answer

Starter plans include standard email support with 24-hour response times. Professional plans get priority support with faster response times and live chat. Enterprise customers receive dedicated account management, phone support, and custom SLA guarantees.

Question 8

How do I cancel my subscription?

Accepted Answer

You can cancel your subscription anytime from your account settings. There are no cancellation fees or long-term contracts. If you cancel, you'll retain access until the end of your current billing period. You can also export all your data before canceling.

Question 9

Do you offer team and enterprise plans?

Accepted Answer

Yes! Our Professional plan supports unlimited users and is perfect for growing teams. For large organizations with custom requirements, we offer Enterprise plans with advanced features like custom integrations, dedicated infrastructure, on-premise deployment options, and tailored onboarding.

Question 10

Can I export my data?

Accepted Answer

Yes, you can export all your data at any time in standard formats (CSV, Excel, JSON). This includes contacts, companies, deals, activities, and all custom fields. Data portability is important to us - your data belongs to you, and we make it easy to take it with you.

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