FAQ

Questions answered.

Everything you need to know about Zeptonic CRM — honest answers, no fluff.

How much does Zeptonic CRM cost?
Two plans: Essential at $497/mo and Complete at $797/mo. Both are month-to-month with no contracts. Both include done-for-you Standard Setup at no extra cost. Usage charges (SMS, email, calls) are billed separately based on actual activity — most businesses budget $50–$100/mo in usage. See full pricing at services page.
Can I cancel anytime?
Yes. No long-term contracts. Cancel anytime with 30 days written notice to hello@zeptonic.com. You keep access until the end of your notice period. We don't need to lock you in — the results keep clients around.
What is the 30-day results guarantee?
If Zeptonic CRM doesn't reduce your no-shows and save your team time within 30 days of going live, we'll refund your first month's subscription. No questions asked. This applies once per client and excludes setup fees and usage charges. In practice, most clients see measurable results within the first week.
How do usage charges work?
Usage is billed based on what you actually send — SMS, emails, calls, and WhatsApp messages. Rates are: SMS out $0.0158/msg · SMS in $0.0104/msg · Email $0.00135/send · Calls out $0.028/min · Calls in $0.017/min · WhatsApp $0.0588/msg. Most active businesses budget $50–$100/mo. Every invoice includes a full itemised breakdown — no surprises.
Can I upgrade from Essential to Complete later?
Yes, anytime. The price difference is prorated for the remainder of your billing month. Many clients start on Essential and upgrade once they see the platform working and want to unlock invoicing, project management, and the monthly strategy call.
Do you offer multi-location pricing?
Yes. Multi-location pricing is custom and not published — it depends on the number of locations, shared vs separate configurations, and setup complexity. Book a demo call and we'll put together a custom quote for your business.
How long does it take to go live?
Standard Setup: 5–7 business days. Custom Setup: 7–10 business days. Here's the Standard timeline: Day 1–2 we do your onboarding call and map your workflows. Day 2–4 we build pipelines, booking system, automations, and inbox. Day 5–6 we test everything end to end. Day 7 you go live.
What's the difference between Standard and Custom Setup?
Standard Setup is included free — pre-built industry templates configured for your business. Most single-location service businesses are well served by this. Custom Setup (Essential +$299 / Complete +$499) is for businesses with complex workflows, data migration needs, or multiple locations. We'll recommend the right option on your demo call.
Can you migrate my existing client data?
Yes — data migration is included in Custom Setup. We can import contacts, client history, and booking records from most CRM tools, spreadsheets, and booking platforms. If you're unsure whether your current system is supported, mention it on your demo call and we'll confirm.
What do I need to provide to get started?
Very little. After signing up we'll schedule your onboarding call where we'll collect: your services list and pricing, your team members and roles, your booking availability, and any existing client data you want imported. You don't need to configure anything — we handle all of that.
Do I need to be technical to use Zeptonic CRM?
No. We configure everything for you before you go live. Day-to-day use is designed to be simple — your team books appointments, responds to messages in the inbox, and checks the dashboard. We also provide a full training walkthrough and video library so your team can get up to speed quickly.
What tools does Zeptonic CRM replace?
Typically Zeptonic CRM replaces: a booking/scheduling tool, a CRM, an SMS platform, an email marketing tool, a review management tool, a social media scheduler, a GMB management tool, an invoicing tool, an estimates tool, a contracts tool, a project management tool, and a reporting dashboard. That's 12+ separate subscriptions replaced by one.
How does the booking system work?
Clients book online 24/7 through a booking widget on your website, Google profile, or social bio. When a booking is made, confirmation goes to the client instantly. Then automated reminders fire at 48hrs, 24hrs, and 2hrs before the appointment. If a client no-shows, a rebooking sequence triggers automatically.
What channels does the unified inbox cover?
SMS, email, WhatsApp, Instagram DMs, Facebook Messenger, Google Business Messages, and website chat — all in one inbox. Your team responds to every client from one place, regardless of which channel they used to contact you.
How does review automation work?
After every completed appointment, a review request is automatically sent to the client — typically 2 hours post-visit when satisfaction is highest. Requests go to Google and/or Facebook. You can customise the timing and message. Most clients see their review count double within 60 days of going live.
What does the Complete plan's project management include?
Complete plan includes: job/project tracking boards, estimates and proposals with digital approval, invoicing with payment collection via Stripe/PayPal, digital contract signing, automated payment reminders for overdue invoices, and QuickBooks sync to keep your accounts up to date automatically.
Is there a mobile app?
Yes. iOS and Android apps are included on both plans. Your team can manage the inbox, check the calendar, update client records, and respond to leads from anywhere — no need to be at a desktop.
What is Zeptonic CRM built on?
Zeptonic CRM is built on enterprise-grade infrastructure designed for scale, reliability, and performance. We don't publish the underlying technology stack to protect our competitive configuration — what matters is that it works, it scales, and it's backed by serious uptime guarantees.
How reliable is the platform?
We target 99.9% uptime. Our infrastructure is monitored 24/7. Planned maintenance is communicated in advance. You can check current system status at support.html. Critical issues are escalated immediately regardless of time zone.
What integrations are available?
Complete plan includes QuickBooks and Zapier integrations (Zapier connects to 2,000+ apps). Both plans include native Google Calendar sync, Google Business Profile, Facebook, Instagram, and WhatsApp Business. Payment processing via Stripe and PayPal is available on the Complete plan.
Who owns my client data?
You own your data. We access it only to provide support or as required by law. Upon cancellation, you can export all your data for 30 days before it's deleted. We never sell your data or use it for advertising. See our Privacy Policy for full details.
What support do I get?
All clients get email and ticket support, a video training library, and a team walkthrough at go-live. Response times: Critical issues within 2 hours, high priority within 4 hours, general issues within 1 business day. Complete plan clients get priority queue placement and a monthly strategy call.
What is the monthly strategy call on the Complete plan?
A monthly 30-minute call with our team where we review your platform performance, identify any automations that could be improved, and fine-tune Zeptonic to your current business needs. It's not a sales call — it's us making sure the platform keeps delivering results as your business evolves.
How do I train my team on the platform?
At go-live we conduct a full team walkthrough covering everything your staff needs to use the platform day-to-day. We also provide access to a video training library with step-by-step walkthroughs for every feature. For most service businesses, the team is comfortable within 2–3 days.
What happens if something isn't working correctly?
Submit a support ticket at support.html or email hello@zeptonic.com. For urgent issues call 1-877-ZEPTONI directly. We prioritise by severity — critical platform issues are responded to within 2 hours. We don't disappear after launch.

Still have questions?

Book a free demo call and ask us anything. Honest answers, no sales pressure.