Question 1

Is this really a CRM or just invoicing software?

Accepted Answer

KinectMax is a full CRM with a visual sales pipeline, contact management, deal tracking, and more. We also include invoicing, quoting, and scheduling because service businesses need all of these connected. Everything in one platform.

Question 2

How is this different from other CRMs?

Accepted Answer

Traditional CRMs are built for SaaS and tech companies. They don't include invoicing, quotes, or scheduling - you need expensive add-ons. KinectMax is built specifically for service businesses with everything included from day one.

Question 3

Is there a free trial?

Accepted Answer

Yes! All plans include a free trial so you can test KinectMax with no commitment. No credit card required to start. You'll have full access to all features during your trial.

Question 4

How does the AI quote generator work?

Accepted Answer

Describe the job in plain English (e.g., 'Pressure wash a 2,500 sq ft driveway and 2-story house'). Our AI uses your pricing catalog to generate a professional quote in about 30 seconds. You can review, edit, and send it right from KinectMax.

Question 5

Can I import my existing contacts and data?

Accepted Answer

Yes! We support CSV import for contacts, organizations, and products. Our import wizard handles duplicate detection and field mapping automatically. We can also help migrate from other CRMs.

Question 6

Is my data secure?

Accepted Answer

Absolutely. We use bank-level 256-bit SSL encryption and strict data privacy controls. Your data is never sold or shared with third parties. You own your data.

Question 7

Do you have a mobile app?

Accepted Answer

Our web app is fully responsive and works great on mobile browsers. Native iOS and Android apps are on the roadmap and will be available to all paid plans at no extra cost.

Question 8

What payment methods do you accept?

Accepted Answer

We accept all major credit cards. For Business plans, we also offer invoice billing with NET 30 terms. Your customers can pay invoices via credit card, debit card, or ACH through Stripe.

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