Frequently asked questions
Do I need a credit card for the free trial?
No. The trial is free for 14 days without any payment details, and nothing is ever charged automatically.
What happens when the trial ends?
You choose a plan and pay to continue. If you do not, you get 3 days of grace, then the workspace becomes read-only with your data kept, and your forms keep collecting leads for 30 days.
How is pricing calculated?
Per user on your team, per month. Yearly billing charges only 10 months. You can add users at any time and pay only for the time left.
Can I pay by bank transfer or InstaPay?
Yes. Besides cards and mobile wallets through Paymob, you can pay by bank transfer or InstaPay; we activate your subscription as soon as the transfer is confirmed and send you an invoice.
Does ClientOS work on phones?
Yes. It works in any browser and installs as an app on Android and iPhone, so new leads reach you as notifications.
Can I move my leads from an Excel sheet?
Yes. Upload an Excel or CSV file, match its columns to fields, and review the rows before importing. Older Arabic files are supported too.
How do leads from Facebook and Instagram ads arrive?
Put a ClientOS form link in your ad or landing page, and each lead arrives with its campaign source. Any other tool can connect through the API. A direct Facebook lead form integration is on our roadmap.
Can reps see each other’s leads?
No. Reps see the leads assigned to them, managers see their team’s leads, and owners and admins see everything.
Is my data safe?
Each company’s data is isolated in the database itself, with encrypted daily backups, two-step verification and an audit log. You can export your data at any time.
Can I cancel?
There is no lock-in contract. If you do not renew, your subscription stops at the end of the paid period, and you can export your data before then.