FAQ | AdoptCRM

Who owns the CRM instance and all its data once it has been installed?

The CRM platform is property of the vendor, however you retain ownership of all your data. We work with all the major CRM vendors in the world.
How long will it take for my CRM instance to go live?

We can get your new CRM instance up and running within 5 business days. Any delays in this timeline will be contingent upon how swiftly you provide us with the initial questionnaire and business process information and how quickly you review our work and provide feedback.
Can I use a different CRM hosting company?

Yes, for new CRM deployments, you have the option to host your CRM on your own premises or with a hosting provider. However, we advise against hosting your own instance since maintaining hardware, backups, and keeping the CRM updated can be challenging. This is why we partner with the best to ensure your CRM instance runs smoothly. Self-hosting or using another CRM hosting provider may also be more expensive due to the complexities involved in installation and maintenance.
Can I use a different CRM platform?

Yes, we have experience with a range of platforms from various vendors. We are happy to tailor our services to the product of your choice, provided we have technical competency with your chosen product. NOTE: Costs and service offerings may vary depending on the selected CRM platform.
Can I employ my own consultant to help me changing my CRM

Yes. You are free to hire any other CRM consultant to help with your CRM.
I already have a CRM system. Can you still help me?

Yes, we should be able to assist with your existing CRM system. Please get in touch to discuss your requirements.
I am a new client. How can I expect to be billed?

New clients who do not yet have a CRM will be charged for our services and the CRM licensing and hosting costs. The exact costs will depend on the CRM platform chosen, however we will always let you know in advance what the costs will be. New clients who already have a CRM will receive just one invoice from us, covering the services we provide.
I am an existing client. How can I expect to be billed?

If you are an existing client, you will receive a single invoice from us that covers all the services we provide (if any) and the CRM licensing and hosting costs.
What are the ongoing costs to run my CRM?

Our CRM solutions are provided by a third-party partner - we work with all major CRM vendors in the world. Your ongoing costs will be based on the number of CRM users, your data storage needs, and any extra packages selected during deployment.
Do you have a contract for the CRM services?

No, our CRM services do not require a contract; however, the CRM vendor typically requires a subscription, which varies between a 6-month and a 12-month plan. We will let you know in advance what the costs will be.