Frequently Asked Questions
Answers to Your AliveCRM Questions
Everything you need to know about managing leads, customers, and your team with AliveCRM.
AliveCRM is a cloud-based CRM platform that helps businesses capture, organize, and manage leads and customers in one place. It combines lead capture forms, automatic assignment, follow-up reminders, and reporting (assignment and reminders are on paid plans, Basic and above) so sales teams can track a lead from first contact through to a closed deal without relying on spreadsheets or disconnected tools.
CRM stands for customer relationship management. CRM software is a system businesses use to store customer and lead information, track sales activity, and manage follow-ups in one central place, instead of spreading that information across emails, spreadsheets, and sticky notes.
AliveCRM is built for startups, small and medium-sized businesses, sales teams, agencies, and service-based companies that need to manage leads and customers without the complexity of enterprise CRM platforms.
Yes. AliveCRM's plan structure starts with a 7-day free trial and scales up as your team, form volume, and reporting needs grow, making it accessible for small businesses that are outgrowing spreadsheets.
Yes. Lead management is a core feature of AliveCRM. You can capture leads through embeddable web forms or manual entry, assign them to team members, track their status through a pipeline, and set follow-up reminders. Auto-assignment and reminders are on paid plans (Basic and above).
Yes. Every lead record can be tracked with notes and status history, giving your team a running record of the relationship as a lead moves toward becoming a customer.
Yes. Leads move through a defined status pipeline, and AliveCRM includes a drag-and-drop Kanban board for a visual view of where every deal currently stands.
Yes. AliveCRM supports multiple users under one company account, with role-based permissions controlling what each team member can see and do.
Yes. You can set a reminder date and time on any lead, and AliveCRM will surface it on your dashboard and notify you when it's due. Reminders are available on paid plans (Basic and above).
Yes. AliveCRM includes a reporting module covering lead pipeline and funnel analysis on every plan, plus lead source performance, sales rep performance, follow-up compliance, and more on Advance and Premium.
Yes. On Advance and Premium, the Sales Rep Performance report shows leads assigned, leads won, and response times per team member, so managers can see how the team is performing.
Yes. Agencies managing inbound leads from multiple sources or campaigns can use AliveCRM to centralize those leads into one pipeline with clear ownership per lead.
Yes. Real estate teams can use AliveCRM's web forms to capture property inquiries directly from listing pages and follow up using status tracking and, on paid plans (Basic and above), reminders.
Yes. AliveCRM's automatic lead assignment (on paid plans, Basic and above) can distribute incoming prospect leads across a distributed sales team, which fits the structure many MLM and network marketing businesses use.
Yes. AliveCRM runs in the cloud and is accessed through a web browser, there's no software to install locally.
Yes. The interface is built to be responsive across screen sizes, so you can access your leads and dashboard from a phone, tablet, or desktop browser.
AliveCRM uses role-based permissions to control who on your team can access which data, so you can limit visibility by role as your team grows.
Yes. Leads can be exported to Excel, CSV, PDF, or print. Reports export to CSV or PDF, and quotations to PDF (reports and quotations are on Advance and Premium).
AliveCRM offers multiple plans, starting with a 7-day free trial, that scale based on team size and feature needs. See the pricing page for current plan details.
You can sign up directly and start with a 7-day free trial, or reach out to the team to talk through which plan fits your business before you commit.
Yes. Plans scale limits on users, projects, forms, and reporting depth, so you can start small and move to a higher tier as your lead volume and team grow.
Still have questions?
Talk to Our Team