Frequently asked questions
Answers Before You Commit
Everything prospects usually ask about setup, billing, client access, and data security.
General
Platform fit and workflow
What is SikaCRM?
SikaCRM is a unified platform for lead tracking, project delivery, time logging, invoicing, and client collaboration.
Who is SikaCRM built for?
Consultants, agencies, freelancers, and service teams where every client relationship becomes a deliverable project.
How is this different from a regular CRM?
Most CRMs stop after deal closure. SikaCRM keeps delivery and billing connected so you do not lose momentum post-sale.
Does it work on mobile?
Yes. The product is browser-based and responsive across modern phones and tablets.
Billing
Plans and payment
Is there really a free plan?
Yes. Try It is a permanent free tier for early exploration.
Can I change plans at any time?
Yes. Upgrade anytime and downgrade for the next billing cycle with no penalty.
What currencies and payment methods are supported?
Billing defaults to USD via Stripe card payments. Regional alternatives can be arranged by request.
What happens to my data if I downgrade?
Your data remains safe. If you exceed plan limits, you can archive items before the downgrade takes effect.
Onboarding & Security
Setup confidence
How long does setup take?
Most teams are configured within 30 minutes after adding branding, clients, and first project template.
Can I import existing client data?
Yes. CSV imports are supported for leads, clients, and project records.
Can my clients log in?
Yes. Invite clients to portal views where they can review progress, approve estimates, and download invoices.
How is data protected?
Data is stored on secure cloud infrastructure with encrypted transit, controlled access roles, and regular backups.
Still have a specific workflow question?
Send it directly and we will reply quickly with a practical recommendation.