Good questions. Straight answers.

Crittiks is a business platform that combines Sales (CRM), Projects, Communications, Finance, Admin (documents and e-signature), and AI into one workspace, sold in flat-priced tiers rather than per-seat, per-feature pricing.

No. Every account starts with a 14-day free trial of the Platinum tier, giving full access to every suite at Platinum’s full capacity, so you can properly evaluate the platform before choosing a paid tier.

Yes. A valid card is required to activate the 14-day trial, but no charge is made during those 14 days. You’ll see the exact plan you’ll move to and the exact date of your first charge before your card is used for anything.

The plan you picked when you signed up (Pro, Platinum or Diamond) starts, and your first charge is taken then. Change plan or cancel any time during the 14 days. Cancel before the trial ends and nothing is ever charged. For Enterprise, talk to us.

Trial extensions aren’t offered as standard. If you need more time to evaluate before committing, contact hello@crittiks.com.

No — the card used to activate your trial is the same card charged once you select a paid tier, unless you update your payment method beforehand.

Pro at $99.95/month (8 seats), Platinum at $139.95/month (15 seats), Diamond at $179.95/month (30 seats, plus a meeting note-taker, QR codes, digital business cards and website-connected forms), and Enterprise at custom pricing for more than 40 people.

Both include every suite — Sales, Projects, Communications, Finance, Admin, and AI. The difference is capacity: Pro includes 8 seats, 3 connected mailboxes, and 500 AI credits per month. Platinum includes 15 seats, 8 connected mailboxes, 2,000 AI credits per month, and custom access roles, which Pro doesn’t offer. Diamond includes 30 seats, 9 connected mailboxes and 3,200 AI credits, and adds the meeting note-taker, QR codes, digital business cards and website-connected forms.

Yes. Every paid tier (Pro, Platinum, Diamond and Enterprise) includes all six suites. You never pay extra to unlock a suite. Tiers differ in capacity, and Diamond adds four extra tools.

Enterprise is for teams of more than 40 people, or with needs the other tiers don’t cover. It includes everything in Diamond, mailboxes and AI credits sized to your team, unlimited signature envelopes and a dedicated account manager. Pricing is custom: talk to us and we’ll size it with you.

Yes. Annual billing saves 20% against the monthly rate on Pro, Platinum and Diamond.

No, on any tier.

No. Every business — regardless of industry — chooses from the same Pro, Platinum, Diamond or Enterprise structure.

Yes — the savings calculator on our homepage and pricing page lets you enter your team size and see an estimated cost comparison and time-savings estimate before you commit to anything.

Each tier takes add-on seats at $8/month each, up to a cap: Pro up to 10 seats, Platinum up to 19, Diamond up to 40. Past 40, Enterprise is the right fit.

On Pro, add up to 2 extra mailboxes at $5/month each (5 total). Platinum includes 8 and Diamond includes 9. Enterprise mailboxes are sized to your team.

Add AI credits at $10 per 1,000: up to 1,000 extra on Pro (1,500 total) and Platinum (3,000 total), and up to 2,000 extra on Diamond (5,200 total). Enterprise credits are sized to your team.

The cap exists so add-ons stay a genuine top-up rather than a way to quietly rebuild Platinum’s capacity piece by piece at a worse price. Once your needs approach Platinum’s actual allowances, upgrading is the better value — the cap makes sure that happens rather than letting you overpay for add-ons indefinitely.

Add-ons are specific to the tier you’re on. When you upgrade from Pro to Platinum, Platinum’s included allowance applies first; any add-ons you were paying for on Pro are removed and you can add on again from Platinum’s baseline if you still need more.

Yes: 50 a month on Pro, 250 on Platinum, 500 on Diamond and unlimited on Enterprise. Envelopes beyond your allowance are $0.35 each.

Crittiks doesn’t aim to lock your files into its own storage. Connections to your own Google Drive, OneDrive and Dropbox are coming soon, so storage will be governed by your own plan with those providers.

Through Stripe, either monthly or annually depending on your choice at signup. Your card is charged automatically at the start of each billing cycle.

Major credit and debit cards, processed securely through Stripe. Crittiks does not see or store your full card number.

Yes — you can switch between monthly and annual billing from your account settings. Switching to annual applies the 20% discount from your next billing cycle.

We’ll notify you and attempt to process the payment again. If the amount remains unpaid after a reasonable grace period, your workspace may be suspended until payment is resolved.

Yes — we provide at least 30 days’ notice before any price change takes effect, and it applies from your next renewal after that notice period, not retroactively.

Yes — invoices for your Crittiks subscription are available in your billing settings and are also emailed automatically each billing cycle.

For customers billed with an Australian billing address, GST is added to the listed price in accordance with Australian tax law. For customers outside Australia, listed prices are exclusive of any local taxes, which remain the customer’s responsibility.

Cancel any time from your account billing settings. No need to contact support unless you’d prefer to.

Your access continues until the end of your current paid billing period. You are not cut off immediately, and you will not be charged again after cancelling.

Yes — cancelling during the trial means you’re simply not charged when the trial ends, since no charge occurs during the trial regardless.

Not immediately. You can export all of your workspace’s data before or after cancelling. If you delete your workspace entirely, it enters a 14-day grace period during which it can still be restored, after which it’s permanently deleted.

A formal pause feature isn’t currently offered. If you need temporary downtime, cancelling and later reactivating (with a fresh trial or direct tier selection) is the available option — contact support@crittiks.com to discuss your specific situation.

No — fees already paid are non-refundable for the current billing period, except where a refund is required by law (such as the Australian Consumer Law) or other applicable consumer protection law that cannot be excluded.

Contact support@crittiks.com immediately with your account details — billing errors are investigated and corrected promptly.

No — annual subscriptions follow the same non-refundable policy as monthly ones for the period already paid, except where required by law.

There’s nothing to refund during the trial — no charge occurs during the 14 days, so cancelling during that window simply means you’re never charged.

Contacts, companies, deals, custom pipelines, lead capture forms, quotes with e-signature, and email tracking across any connected mailbox.

Projects with milestones and budgets, tasks (board, list, or timeline view), subtasks and dependencies, and client approvals with a full audit trail.

Real-time channels, direct messages, threads, one-click video huddles, calendar sync (Google Calendar or Outlook), and client-facing channels.

E-signature with full audit trail and Certificate of Completion, a documents hub, a subscriptions register, and an encrypted credentials vault.

Branded invoices, automatic payment reminders, online payment via your own connected Stripe account, and two-way sync with Xero or QuickBooks.

A daily briefing summarizing what needs attention across your business, one-click task generation from a project brief, and automatic lead grading based on transparent rules.

Yes, included on every tier. Clients see a filtered view of their own projects, invoices, quotes, agreements, documents, and a channel to message your team — nothing else in your workspace.

Documents you upload, such as agreements, are kept in your Crittiks workspace. Connections to your own Google Drive, OneDrive and Dropbox are coming soon.

Yes — directly from a deal in Sales or from Admin. Every signed document includes a full audit trail (signer name, email, IP address, device, timestamp) and a Certificate of Completion.

They’re standard electronic signatures, accepted for ordinary commercial contracts in most jurisdictions, with a full audit trail. They don’t verify signer identity and aren’t certified or qualified digital signatures — for documents requiring that level of assurance, a different signing method may be required.

Yes, both ways — invoices, customers, and payments stay current in both systems automatically.

Yes, by card, directly through your own connected Stripe account. Crittiks takes no transaction fee.

Not at launch. Estimates, budgets, and hourly rates are included in Projects today; live timers and detailed timesheets are on the post-launch roadmap.

Not yet. Marketing (content calendar, social publishing) is on the roadmap after launch and is never presented as available before it actually ships.

Not yet. HR & Workforce (timesheets, attendance, leave, payroll) is on the post-launch roadmap.

No — Crittiks is a responsive web app that works in any phone browser, so there’s nothing separate to install.

Not currently offered.

Not at this time — AI features run on Crittiks’ built-in AI credit system.

Yes, for free — HubSpot, Pipedrive, Zoho CRM, Asana, ClickUp, monday.com, Trello, and Jira are all supported migration sources.

Connect your existing account, preview what will be imported, run a small sample batch first to check it looks right, then complete the full migration. If something doesn’t look right, the import can be undone.

The preview-and-sample process is designed to catch problems before a full migration commits. Custom automations or workflows specific to your old tool’s structure don’t transfer automatically and would need to be rebuilt in Crittiks.

Contact support@crittiks.com to discuss your specific situation — some migrations outside the standard list may be possible on a case-by-case basis.

Yes. Data is encrypted in transit (TLS/HTTPS) and at rest (AES-256-GCM for secrets and credentials), every workspace is isolated at the database level, and two-factor authentication is available on every account. See our full Security Policy for details.

Only members you’ve invited to your workspace, according to the access roles you set. Crittiks staff do not access your data except for support purposes you’ve requested, or as required by law — and any such access is logged in the audit trail.

No, never, under any circumstances.

No. AI features send only the specific request context needed to our AI provider (Anthropic), which processes it under a commercial agreement that excludes using it for model training.

You can export everything before closing. After closing, your workspace enters a 14-day grace period during which it can be restored, after which it’s permanently deleted except where retention is legally required.

Crittiks supports EU/UK customers as part of its global service, with the relevant provisions (legal basis, data subject rights, transfer mechanisms, breach notification timelines) built into our Privacy Policy and Data Processing Addendum. See our GDPR/UK GDPR summary page for details.

Contact support@crittiks.com. Requests are handled within 30 days.

Email support@crittiks.com, or chat live with support directly inside your workspace.

Support is provided on a best-efforts basis via email and live chat; a formal service level agreement isn’t currently offered.

Yes. Save a seat at our weekly Q&A webinar at crittiks.com/webinar, or send us a message from the Contact page.

Use the form on our Contact page or email hello@crittiks.com.

Use the suggestion box on our Contact page — every note goes directly to the team building the product, not into a general queue.

Support is by email (support@crittiks.com) and live chat inside the platform, on a best-efforts basis. We don’t offer a formal service level agreement yet. Independent uptime monitoring checks that the background services that send emails, signing requests and reminders are running.

Yes. You can export your workspace’s data before or after cancelling. If you close the workspace, it stays restorable for 14 days before it’s deleted.

Free guided migration covers HubSpot, Pipedrive, monday.com, Zoho CRM, Salesforce, Asana, ClickUp, Trello, Jira and spreadsheets. You preview the import before anything moves and can undo it. Each migration guide lists exactly which records move and any limits.

The application and database run on DigitalOcean in Bangalore, India. Files, signed agreements and attachments are stored on DigitalOcean Spaces in Singapore. The full list of providers is on our Subprocessors page.

Not at this stage. Our Security Policy describes the controls we run: workspace isolation at the database level, encryption in transit, AES-256-GCM encryption for stored secrets, two-factor authentication and a full audit trail.

See our side-by-side comparisons on the blog at crittiks.com/blog/compare, grouped by the tool you’re replacing.