FAQ
Frequently Asked Questions
Everything you need to know about DealTrako plans, billing, security and support.
Demo & support
Yes. Visit the Demo Center to open a live demo with sample data, watch a walkthrough, or request a personalised demo with our team.
Free plans get community and email support, Starter gets email support, Professional gets priority support and Enterprise customers get a dedicated success manager.
Getting started
Yes. The Free plan includes lead and contact management, basic tasks and a basic dashboard for up to 3 users, with no credit card required. You can upgrade whenever your team grows.
Most teams are up and running in under 15 minutes. Choose your industry CRM, invite your team and import your existing data from Excel.
Yes. Your workspace data is retained and you can change your CRM edition when you change plans. Our team can help migrate custom fields.
Pricing & billing
Starter and Professional plans are priced per user per billing period. Quarterly, half-yearly and annual billing include discounts. Enterprise pricing is customised to your requirements.
Payments are processed securely by Razorpay. You can pay with UPI, credit and debit cards, net banking and popular wallets.
Prices shown are exclusive of GST. Applicable GST is calculated at checkout and shown on your receipt.
One-time plans run for the period you purchase and you will receive a reminder before expiry to renew. Auto-renewing subscriptions are available where enabled and can be cancelled anytime.
Your data stays safe. Your workspace returns to Free plan limits until you renew, so additional users beyond the Free limit cannot sign in to new seats.
Security
Each customer has an isolated workspace. Data is encrypted in transit, passwords are hashed, access is role-based and important activity is recorded in audit logs.
No. Every record is scoped to your workspace and access is checked on every request.