Cycle CRM

Can I change my plan or the number of users?

Yes, you can upgrade or take away from your initial plan. No need to re enter your data.

Can I Import my current customers to CYCLE CRM?

Yes, we have a powerful built-in import process with custom mapping of over 200 fields.

Can I control employees access to portions of the CYCLE CRM?

CYCLE CRM has exceptional user security roles set-up options. Many of our clients are in the security industry therefore, the CRM was developed with security and privacy tools to protect customer information, even from employees, that have no need to have full access.

Can I use the CYCLE CRM for paperless contracts?

Yes. You can easily create your own contract that will automatically fill in your customers data. Similar to a mail merge document that can be signed by your customer on a mobile device. When signed and completed it automatically creates a PDF that automatically emails your customer and then saves a copy to your customers file in the CRM data base.

Do we need to have a company website to use all the options?

A basic website is needed for the mailjet verification plug-in used for all emails sent out and to host images and videos used for text messages and emails.