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FAQ

Frequently asked questions

How many capabilities does SquadCRM cover?
Our public catalog lists 385 capabilities across 24 hubs — sales, marketing, service, WhatsApp, finance, field ops, automation, AI, and platform. Browse the full list on Features.
How long does onboarding take?
Most teams go live in 3–7 business days after contact import, pipeline setup, and rep training.
Can we migrate from Excel or another CRM?
Yes — CSV import with field mapping for contacts, companies, and deals, plus onboarding support.
Does SquadCRM include marketing automation?
Growth and Scale plans include email sequences, lists, campaigns, and landing pages.
Is WhatsApp supported?
Yes on Growth and Scale — connect WhatsApp Business for templates and outbound messaging.
Is our data secure?
Role-based access, encrypted connections, audit logs on Scale, and tenant isolation.
How do I see the product?
Book a guided demo tailored to your team — pipeline, automation, and service desk. Or browse the full Features catalog.