Frequently Asked Questions

Yes! You can cancel anytime if you are not satisfied with our services. Although, we know you're gonna love us!

The monthly subscription covers your access to the platform and allows for you to have unlimited users within it. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $10 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns that much is sufficient for most small businesses.

We have a complete white glove onboarding process. After signing up you have a calendar to book two one-hour sessions with our team. The first is a tech onboarding call to get the background systems, domain and phone systems up and running for you. Then the second call in an onboarding call customized to show you how to navigate the system and find your way around.If that's not enough we also have a full searchable video library that we are adding to every day and 24/7 online chat support. And to ensure you have more than enough we offer multiple office hours every week for you to hop on and get additional help or just learn from other peoples questions.

YES! We provide you with help docs, video how to tutorials, step-by-step guides, interactive user guides, and even Live Chat tech support. You will have all the help you need to be fully successful!

We want to make sure you are set up for success, so help you get set up and train you on how to use Cycl Sales on a day-to-day basis. You'll be greeted with a hour long training session and an hour long technical set up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.

Unfortunately we don't offer refunds as this is a digital product, but we would be happy to work with you to ensure you know how to navigate and are thrilled with the services.

Yes! We offer data migration support to help you bring your contacts, opportunities, and pipeline data into Cycl Sales. Whether you're coming from another CRM or a spreadsheet, we’ll make the transition as smooth as possible.

Cycl Sales is built for:

• Real Estate Investors
• Real Estate Agents
• Mergers & Acquisitions Professionals
• Coaches & Consultants
• Small Business Owners
• We also offer a flexible build for any business looking to automate and centralize their operations.

Nope! Cycl Sales is 100% web-based. You can access it from any browser, anywhere in the world—no downloads, no installations. Just log in and start growing.

Yes. You can add team members, assign permissions, and collaborate inside Cycl Sales. Whether it’s VAs, sales reps, or your full team, we make it easy to work together without stepping on each other’s toes.

We combine automation, AI, and done-for-you support in one platform. Unlike other CRMs, Cycl Sales gives you:

• AI-powered lead follow-up
• Custom web pages and landing pages
• Omnichannel communication (text, email, social DMs, calls)
• A website builder with premium templates
• Industry-specific automation workflows
• 1-on-1 onboarding, live support, and even a gamified client community All with no tech headaches

You’ll get instant access to the platform, plus a guided onboarding call with our team. We’ll help you set up your system, customize it to your business, and make sure you’re fully equipped to win.

Yes! You can manage your leads, respond to messages, and run your business from anywhere using the Cycl Sales mobile app experience. Available on both iOS and Android.

Absolutely. Cycl Sales works globally and supports international users. Just keep in mind that support hours are based on U.S. time zones, but we always aim to respond as quickly as possible.