FAQ

Default solution folder, feel free to edit or delete it.

Is the free plan really free?
 Yes, totally free – no catches. You don’t even need a credit card to install and use SOTA CRM, and it’s not a trial so you can use it for as long as yo...
Mon, Nov 16, 2015 at 9:38 PM
Can I upgrade from the free plan to a paid plan?
  Yes, you can easily upgrade to a paid plan within the app itself after signing up.
Mon, Nov 16, 2015 at 9:39 PM
With paid plans, when will I be billed?
 If you choose monthly billing, your credit card will be charged each month starting on the day you upgrade to a paid plan and until you cancel. If you ...
Mon, Nov 16, 2015 at 9:39 PM
What payment methods do you accept?
 For paid plans SOTA CRM accepts Visa, MasterCard, American Express and Discover Card, and you will be billed in US Dollars. SOTA CRM does not accept ch...
Mon, Nov 16, 2015 at 9:40 PM
Do I have to sign a fixed term contract?
 No, you have the option of paying monthly or annually. If you pay monthly your credit card will be billed each month. If you pay annually your credit c...
Mon, Nov 16, 2015 at 9:40 PM
Are there any cancellation fees or set up fees?
 No. You can cancel your account at any time and we do not charge any set up fees.
Mon, Nov 16, 2015 at 9:41 PM
What happens to my data after my trial ends?
 If you choose to trial a paid plan and decide that SOTA CRM is not for you, there is no requirement to purchase an SOTA CRM paid subscription. If you w...
Mon, Nov 16, 2015 at 9:42 PM
Is my data safe and backed up?
 Absolutely. Our servers are housed in a SSAE 16 type II audited data center with 24 hour monitored security, redundant power and cooling, active fire d...
Mon, Nov 16, 2015 at 9:43 PM