SotaCRM questions and answers

Usually about 15 minutes. In that time you sign up, connect a WhatsApp number and set up your first pipeline. The time also depends on third-party services such as WhatsApp.

30 days free, no bank card required, once per company. During these days the company has Pro with all modules: 30 users, 5 WhatsApp numbers, 3 AI agents and 3 500 AI credits for the whole period.

The company moves to the Free plan unless you have chosen a paid one. The end of the trial does not delete data, and everything beyond the Free plan limits works again after payment.

By QR code. Scan it with your phone, as you do for WhatsApp Web, and chats from this number go into the CRM. WhatsApp may restrict a number if it considers such a connection a breach of its rules. Details are in clause 12.5 of the Public Offer (in Russian).

The employees you have assigned to this number. Chats from the number go into the CRM, and the company itself distributes numbers between employees and AI agents.

Yes. Chats are stored in the CRM, in the customer record, and stay with the company.

Yes, one number for manual chats. AI agents and automatic messages to customers work from the Start plan.

Yes, during the hours you set, while you have AI credits. If the credits run out, customer messages go to employees until you top up or a new month starts.

The unit of AI usage. AI agents and the AI assistant use credits, and complex tasks use more. Each plan includes a monthly allowance of 300, 1 000, 3 500 or 5 000 credits. The balance is shown in the CRM.

The AI agent chats with customers in WhatsApp. The AI assistant works for your employees inside the CRM: it finds data, creates tasks and drafts texts.

Yes, with modules. With Booking it books customers for services, with Kaspi Payments it issues a Kaspi invoice. Both actions work if you have allowed them.

The main database is on servers in Kazakhstan, and we keep backups for 30 days. WhatsApp and AI work through third-party providers; details are in the Privacy Policy (in Russian).

Those you have given permissions to. Roles set access to deals, customers and projects, and the AI works with the permissions of whoever asked it. On the Business plan the audit log shows who did what and when.

Yes, at any time and on any plan, including when a payment has not arrived.

No, while you stay within the plan limit. Start costs 12 900 ₸ per month for a team of 3 and for a team of 10. Each user beyond the limit costs 1 900 ₸ per month on Start, 1 700 ₸ on Pro and 1 500 ₸ on Business.

By bank transfer against an invoice, in tenge. Access opens once the money arrives. Prices are not subject to VAT, and there is no fee for the payment method.

Yes, and get bonus months. Paying for 6 months gives 7 months of access, for 12 months 14, for 24 months 30. For example, Start for 14 months costs 154 800 ₸. The bonus also applies to additional users, numbers, AI agents and modules.

Yes, within 14 days of your first payment, once per company. We refund payments for the plan, users, numbers, AI agents, modules and branches, and the money comes back the same way within 10 business days. Services and purchased AI credits are not refundable.

For the first 7 days after the last paid day everything works. Until day 30 you can view and export data, then the company moves to the Free plan. Data is kept, and everything beyond the Free plan limits works again after payment.

No, as long as you pay without a break. The price of your plan and everything you added stays the same, even if general prices change. We review prices no more than once a year and give 60 days' notice. After a break of more than 30 days, the current price applies.

Extra features for specific business tasks, from 2 900 ₸ per month. Booking costs 6 900 ₸ per branch, Kaspi Payments 5 900 ₸, Documents and Lead forms 2 900 ₸ each, 1C:Fresh 6 900 ₸. Pro includes 2 modules, Business 5. On a paid plan any module can be tried free for 14 days, once.

Yes, with 1C:Fresh through a module for 6 900 ₸ per month. The CRM loads customers, products and prices from 1C and builds a sales report. The module cannot write data to 1C.

From 49 900 ₸. The Start package for a team of up to 10 people costs 49 900 ₸, Standard for up to 30 people 119 900 ₸, Business for up to 50 people 219 900 ₸. Launching the CRM on your own is free, and custom development costs 12 000 ₸ per hour.