FAQ
Frequently Asked Questions
Find answers to common questions about SaltCRM.
General 4
SaltCRM is a purpose-built practice management platform for architecture and interior design firms. It helps you manage projects, quotations, invoices, vendors, timesheets, and team collaboration u2014 all in one place.
SaltCRM is built specifically for architects, interior designers, and design firms of all sizes. Whether you are a solo practitioner or a multi-location firm, SaltCRM adapts to your workflow.
Simply register for a free account, set up your firm profile, and start adding your projects and team members. Our onboarding wizard will guide you through the initial setup.
SaltCRM is fully responsive and works great on mobile browsers. You can manage your projects, log timesheets, and track site visits right from your phone.
Pricing & Billing 4
We offer flexible plans to suit firms of all sizes, including a free plan to get started. Visit our pricing page for detailed plan comparisons and feature breakdowns.
We accept all major credit and debit cards, UPI, and net banking through our secure Razorpay payment gateway. All transactions are encrypted and PCI-DSS compliant.
Yes, you can upgrade or downgrade your plan at any time from your subscription settings. Changes take effect immediately, and billing is prorated.
Yes! Annual plans offer significant savings compared to monthly billing. Check our pricing page for current annual discounts.
Features 4
SaltCRM includes project tracking with phases, task management with subtasks and multiple assignees, Gantt charts, file management with versioning, site visit scheduling, and budget tracking.
You can maintain a vendor directory with categories, send material requirements for quotes, compare vendor prices side by side, create work orders, and track vendor payments u2014 all from one place.
Yes! Our timesheet module lets team members log hours against projects, tasks, or drawings. Admins can view team reports, project-wise hour breakdowns, and enforce daily entry requirements.
Yes, you can create a gallery of project images, documents, and videos. Organize items into albums, tag them, and share curated collections with clients using password-protected links.
Account & Security 4
All data is encrypted in transit using TLS/SSL. Passwords are hashed with industry-standard algorithms. We perform regular security audits and maintain encrypted backups.
Yes, depending on your plan, you can invite team members with customizable roles and permissions. Control exactly what each team member can access.
Absolutely. You can export project reports, payment records, quotations, and other business data at any time. Your data always belongs to you.
You can request account deletion by contacting our support team. We will remove all your personal data within 30 days as outlined in our privacy policy.
Support 3
You can reach our support team through the contact page, email, or phone. We typically respond within 24 hours on business days.
Yes, we offer guided onboarding for new firms. Our team will help you set up your account, import existing data, and train your team on using the platform effectively.
We provide documentation, video tutorials, and live training sessions for teams. Premium plans include dedicated onboarding and priority support.
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