Frequently asked questions

Getting started

Do I need to install anything? No. BoosterCRM is a web CRM that works in the browser on a computer, tablet or phone. There are no programs to download and no servers to maintain. Every section of the system has a mobile-optimised interface, so your team can work from the office, from home or on the road.

Can I try it before signing up? Yes. Open the demo account without registration using the login demo and the password demo. You can click through clients, tasks, shipments, payments, reports and other modules to see how everything works with sample data.

How do I start with my own data? Create an account on the free plan, which costs 0 € forever and includes one project with up to two employees, clients, tasks, the calendar, documents and credentials. When you need more people or modules, switch to the monthly plan at 10 € per month or the yearly plan at 100 € per year. There are no per-user fees on any plan.

Security and data storage

Where is my data stored? Data is stored on a secure server in the EU. All connections to BoosterCRM use HTTPS, so information is encrypted on its way between your browser and the server.

How are passwords protected? Employee passwords are stored encrypted. For logins and passwords to websites, mailboxes and ad accounts there is a separate Credentials module, where each record is visible only to users who have permission.

Can I limit what employees see? Yes. There are roles — administrator, moderator, employee and customer — as well as access levels and departments. For each employee you can choose which projects and which menu sections are available.

What happens to my data if I stop paying? Your account moves to the free plan and your data is kept. You can return to a paid plan at any time and continue working.

Migration from spreadsheets or another CRM

Can I move my existing clients into BoosterCRM? Yes. Many small businesses start with a spreadsheet or an older system. On the yearly plan we help with data migration and set up roles and projects for you, so the team can start working quickly with familiar data. For warehouse data, the system can import supplier price lists.

How long does it take to get used to the system? Most modules share the same structure — a list with filters and tabs, statuses and a detailed card — so once an employee learns one section, the others feel familiar. A practical approach is to start with clients and tasks and add other modules gradually.

Do I need technical skills? No. Setting up projects, employees and permissions is done through the regular interface, without code. If you prefer, the yearly plan includes help with setting up roles and projects.

Telephony and messengers

How does telephony work in BoosterCRM? Telephony is available on the monthly and yearly plans. The call log is shown directly in the client card with incoming, outgoing and missed calls. When a new number calls, it automatically becomes a lead, and new calls appear in the list without reloading the page.

Can I write to clients in messengers? Yes. From the client card you can open Telegram, Viber or WhatsApp in one click, or copy the phone number with a dedicated button. Reminders to call back in a day, a week or a month help managers follow up on every conversation.

Can I see where leads come from? Yes. The Clicks and ads module tracks advertising clicks and lead sources such as Yandex, Google and Onliner, and shows the cost per lead.

Languages and devices

Which languages are available? The interface is available in English, Russian and Polish. Each employee chooses their own language, so a mixed team can work in one system comfortably.

Can one employee use English while another uses Polish? Yes. The language is a personal setting, so changing it for one person does not affect colleagues. The data itself — client names, notes and comments — stays exactly as it was entered.

Does it work on phones? Yes. BoosterCRM adapts to the screen size, and every section has a mobile-optimised layout with readable cards and large buttons.

Plans, payment and support

• How can I pay? By card or by invoice. Prices are shown without VAT.
• What does the yearly plan add? Everything in the monthly plan, two months free (a saving of 20 €), help with data migration, setup of roles and projects, priority support, early access to new features and a fixed price for a year.
• How do I get support? The monthly plan includes e-mail support, and the yearly plan includes priority support.
• Can I run several businesses in one account? Yes. On paid plans you can create unlimited projects, each with its own clients, tasks, credentials and reports.

Did not find the answer you need? Start with the demo account — login demo, password demo — and explore the system yourself, or contact us and we will be happy to help.