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FAQ

Everything You Need to Know

Have questions? We have answers. Explore our frequently asked questions to learn more about how Zaris CRM works, what’s included in each plan, and how we support your business every step of the way.

Frequently Asked Questions

Here are answers to the most common questions about starting with Zaris CRM, migrating your data, and understanding our pricing. Click on a question to see the answer.

FAQ

How Can I Start?

Simply click the Get Started button on our homepage, fill in the signup form, and your account will be ready in minutes.

No, Zaris CRM is designed to be beginner-friendly with simple setup, step-by-step onboarding, and an intuitive interface.

Yes, we offer a free trial so you can explore all features before committing.

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Absolutely. You can add team members during setup or anytime later from your dashboard.

Zaris works on any modern browser, plus we have Android and iOS mobile apps for on-the-go access.

Can I Start Without a Credit Card?

No, you can start your free trial without providing credit card information.

Yes, you’ll get full access to explore our All-in-One CRM/ERP without restrictions.

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You’ll be prompted to choose a paid plan, but you can export your data if you decide not to continue.

Yes, you can upgrade to a paid plan at any point with just a few clicks.

Your data remains securely stored for a grace period so you can subscribe without losing your work.

How to Migrate?

Yes, we provide migration tools and support to import your data from other CRMs or spreadsheets.

Contacts, leads, deals, notes, tasks, support tickets, and more can be transferred securely.

Absolutely. Our support team can guide you through the migration process step-by-step.

No, our process ensures your data remains intact and secure throughout the transfer.

It depends on your data size, but most migrations are completed within 24–72 hours.

Pricing

We offer flexible monthly and yearly plans to suit startups, SMBs, and enterprises.

Currently, we provide a free trial, after which you can select a paid plan.

Yes, annual plans come with cost savings compared to monthly billing.

Yes, you can upgrade, downgrade, or switch plans anytime from your account settings.

No hidden charges all pricing is transparent and available on our pricing page.

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