Frequently asked questions
Pricing, trial, data, WhatsApp, refunds and support — answered. Still stuck? Contact us.
What is CRM Pro?
CRM Pro is a standalone CRM web app: contacts, companies, deals, marketing, sales, support, invoicing and AI in one place. It is built as a complete alternative to buying six separate tools.
Is there really a free plan?
Yes. The Free plan costs $0 forever and includes up to 100 contacts, leads and deals, email templates and basic reporting. No credit card is required to start.
How does yearly billing work?
Yearly billing gives you 2 months free: you pay 10× the monthly price for 12 months. Free is $0, Starter is $190/year, Professional is $490/year and Enterprise is $990/year.
Can I change or cancel my plan?
Yes. You can upgrade, downgrade or cancel at any time. Downgrades and cancellations apply from the end of your current billing period, and you keep access until then.
What is your refund policy?
Paid plans come with a 14-day refund window from the date of payment. Setup fees, where charged, are non-refundable. See the Refund Policy page for the full terms.
Do you offer a trial?
The Free plan is the trial — it never expires. Paid plans can be started monthly, so you can try Professional for one month and cancel if it is not for you.
Can I import my contacts from another CRM?
Yes. CRM Pro imports leads and contacts from CSV files, and you can export them again at any time. Your data is yours.
Does CRM Pro connect to WhatsApp?
Yes. CRM Pro includes WhatsApp-friendly workflows: the shared inbox, ticket replies and meeting links work alongside WhatsApp, and you can reach our support team on WhatsApp at +92 314 4916432.
Where is my data stored?
Your CRM data lives in your own CRM Pro database on our server. We do not sell your data, and you can export it at any time. See the Privacy Policy for details.
What support do you offer?
Free users get community support. Starter users get email support at support@codelist.top. Professional and Enterprise users get priority support, and Enterprise includes dedicated onboarding.
Can I use CRM Pro on my phone?
Yes. CRM Pro is a web app and works in any modern mobile browser — the layout adapts to small screens, so you can check deals and tickets on the go.
Do you have an API?
Yes. CRM Pro has a REST API with scoped API keys, an MCP-shaped endpoint for AI tools, and OAuth2 client-credentials flow for server integrations. See the in-app Docs once you sign in.