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FAQ

Frequently Asked Questions

Quick answers to common questions about Ghost CRM.

Account & Billing

How do I upgrade my plan?

Go to Settings > Billing and select the plan you want to upgrade to. Changes take effect immediately.

Can I cancel my subscription anytime?

Yes, you can cancel anytime from your account settings. Your access continues until the end of your billing period.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, Amex) and ACH transfers for annual plans.

Do you offer refunds?

We offer a 14-day money-back guarantee for all new subscriptions. Contact support for assistance.

Getting Started

How do I import my existing data?

Use the Import tool in Settings to upload CSV files or connect directly to Salesforce, HubSpot, or other CRMs.

How do I invite team members?

Go to Settings > Team and click 'Invite Member'. Enter their email and set their permissions.

Can I customize my pipeline stages?

Yes! Go to Settings > Pipeline to add, remove, or reorder stages to match your sales process.

How long does setup take?

Most teams are up and running in under 30 minutes. Our onboarding wizard guides you through each step.

Features & Usage

How does AI lead scoring work?

Our ML model analyzes historical data to predict which leads are most likely to convert based on behavior patterns.

Can I set up automated workflows?

Yes! Use our workflow builder to automate tasks like follow-ups, stage transitions, and notifications.

How do I track email engagement?

Connect your email and we'll automatically track opens, clicks, and replies for all sent messages.

Can I use Ghost CRM on mobile?

Yes! Download our mobile app for iOS or Android to manage your pipeline on the go.

Integrations

Which email providers do you support?

We integrate with Gmail, Outlook, and any IMAP/SMTP email service.

How do I connect my calendar?

Go to Settings > Integrations and connect Google Calendar or Outlook Calendar with one click.

Do you have a Zapier integration?

Yes! Connect Ghost CRM to 5,000+ apps through Zapier to automate your workflows.

Can I build custom integrations?

Absolutely! Use our REST API to build custom integrations. View our API documentation for details.

Security & Privacy

Is my data encrypted?

Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We're SOC 2 Type II certified.

Where is my data stored?

Data is stored in secure data centers in the US and EU, depending on your account location.

Can I export my data?

Yes, you can export all your data in CSV or JSON format anytime from Settings > Data Export.

Do you comply with GDPR?

Yes, we're fully GDPR compliant and offer data processing agreements for EU customers.

Troubleshooting

Why aren't my emails syncing?

Check your email connection in Settings > Integrations. You may need to reconnect or update permissions.

I forgot my password. What do I do?

Click 'Forgot Password' on the login page and we'll send you a reset link via email.

Why is the app running slowly?

Try clearing your browser cache or using a different browser. Contact support if issues persist.

How do I report a bug?

Email support@boocrm.com with details about the issue and we'll investigate immediately.

Documentation

Detailed guides and tutorials

View Docs

API Reference

Developer documentation

View API

System Status

Check service uptime

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