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Frequently Asked Questions

Quick answers to our most common support inquiries

How do I import my existing customer data into GreenCRM24?

You can import customer data through our CSV import tool. Navigate to Settings > Data Import, download our template file, fill in your data, and upload it. Our system will guide you through matching fields and verifying the data before import.

What security measures does GreenCRM24 have in place?

We use 256-bit SSL encryption for all data transfers, store data in SOC 2 compliant data centers, perform regular security audits, and offer two-factor authentication. All data is backed up daily with 30-day retention.

Can I customize fields and workflows in GreenCRM24?

Yes! GreenCRM24 offers extensive customization options. You can add custom fields to any module, create custom views, design tailored workflows, and automate processes without any coding knowledge through our visual workflow builder.

How does GreenCRM24 support sustainability?

Our platform runs on 100% renewable energy, we offset all carbon emissions from our operations, and our paperless CRM solutions help clients reduce their environmental impact. We also plant trees for every new customer onboarded.

What integrations does GreenCRM24 support?

We integrate with popular tools including Gmail, Outlook, Mailchimp, Slack, Zoom, QuickBooks, Xero, and Zapier for custom integrations. Our API also allows for custom connections with any system.

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Email Support

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Phone Support

Monday-Friday, 8am-8pm EST

+1 312-248-7566

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