1. Can I export my data if I stop using DocuProjects CRM?
Yes.
- You need to give a 1-month notice via official email to cancel
- Before cancellation, you can download all your data in Excel from the Reports section
- Data will be automatically deleted after 12 months of inactivity
- If you want immediate deletion, send an email from the Super Admin account
In simple terms:
You can take all your data anytime before leaving, and it will be deleted securely after cancellation.
2. Who is DocuProjects CRM designed for? Is it only for businesses or can individuals use it as well?
DocuProjects CRM is primarily designed for businesses (SMEs) that manage quotations, invoices, and client transactions. However, it is not limited to registered companies alone.
The platform is equally suitable for individual professionals, including:
- Freelancers
- Independent consultants
- Service providers
Any professional who needs to create quotations, send invoices, and manage client payments can effectively use DocuProjects CRM.
3. What is your support SLA and mode of support?
Our standard support SLA is 48 hours, and we primarily offer support via email to ensure timely and structured assistance for your queries. You can find our support email address via the support icon on the top right of the application, available on all pages.
We also offer online live support for more immediate assistance, which may be available at an additional cost depending on your requirements.
4. Is DocuProjects a cloud-based system or is an on-premise option available?
DocuProjects is a 100% cloud-based platform, and on-premise deployment is not available. This allows you to access the system securely from anywhere without managing infrastructure.
- It operates on a flexible prepaid, pay-as-you-go model, giving you the freedom to use advanced features as needed without being tied to a fixed monthly subscription.
5. Which cloud does DocuProjects use and is my data secure?
DocuProjects is hosted on Amazon Web Services (AWS). Data transmitted between users and the platform is protected using HTTPS encryption. We apply reasonable technical and operational safeguards and maintain backups to support service recovery. No online platform can guarantee absolute security or uninterrupted availability.
6. Can I export my data if I stop using DocuProjects CRM and DocuProjects Attendance and Project Costing?
Yes.
- You need to give a 1-month notice via official email to cancel
- Before cancellation, you can download all your data in Excel from the Reports section
- Data will be automatically deleted after 12 months of inactivity
- If you want immediate deletion, send an email from the Super Admin account
In simple terms:
You can take all your data anytime before leaving, and it will be deleted securely after cancellation.