Frequently Asked Questions

Yes — ZeroAI CRM is self-hosted, meaning your data lives on your server, not ours. We never have access to your customer data. Unlike HubSpot or Salesforce, there is no third-party cloud infrastructure to breach. Your data is encrypted at rest and in transit, and you control every aspect of access, backups, and retention.

Nothing — because your data is on your own server. If ZeroAI ceased to exist tomorrow, your CRM would keep running. There is no "shutdown clause" that locks you out or deletes your records. You own the software installation and all data inside it. Export everything to CSV or via API in one click at any time.

Yes. ZeroAI supports CSV import for contacts, leads, companies, and deals. If you are on a Pro or Enterprise plan, white-glove migration is included — give us your export file and we will import and map your data within 24 hours. Kate can also help you re-create pipelines, custom fields, and workflows based on what you had before.

ZeroAI has a free forever plan — not a time-limited trial. No credit card is required to start. The free plan includes unlimited contacts, full Kate AI access, all core CRM features, and no expiry date. You only upgrade when your business needs more team members or payment integrations.

Yes. Because ZeroAI runs on your own server and your data never leaves your infrastructure, ZeroAI CRM is architecturally HIPAA-ready. There is no Business Associate Agreement required with us (since we do not store or process your patient data). You control the server security, access controls, and audit logs. Healthcare practices in regulated jurisdictions use ZeroAI for exactly this reason.

ZeroAI includes 30+ integrations across payments, marketing, social media, and communication: Stripe, PayPal, Meta (Facebook & Instagram), LinkedIn, Google, Mailgun, Twilio, WebArmor, QuickBooks-compatible invoicing, and more. Integrations are modular — install only what your business needs. New integrations are added regularly.

Kate is ZeroAI's built-in AI business manager. She sets up your CRM by asking about your business in plain English — no configuration menus required. Once set up, Kate manages your leads, drafts follow-up emails, schedules reminders, answers your team's questions, and runs automations based on your workflows. She is included on every plan at no extra cost (unlike Salesforce Einstein, which is a paid add-on).

It is yours forever. When you cancel, your data stays on your server. You can export everything — contacts, leads, invoices, projects, notes — to CSV or JSON via the built-in export tool in under 30 seconds. We do not delete, lock, or charge for data retrieval after cancellation.

Yes. The free plan supports 1 team member. Starter and above support multiple users with role-based permissions — you control who can view, edit, or delete records. Team plan users get full role and permission group management, so managers see different dashboards than sales reps or support staff.

It depends on your priorities. ZeroAI is better for: data sovereignty (self-hosted), cost (free plan vs HubSpot's $50–$800/mo), AI-first setup (Kate vs manual configuration), and businesses that need HIPAA or GDPR-native architecture. HubSpot may suit large enterprise teams with existing Salesforce ecosystems. See the full ZeroAI vs HubSpot comparison →

Yes — extensively. ZeroAI supports unlimited custom fields, custom pipelines, custom workflows, and custom automations on all paid plans. Kate can reconfigure your CRM layout based on your industry (e.g., law firm, real estate agency, clinic) in a single conversation. The platform also supports custom integrations via the open API.

All plans include Kate AI support — she can answer questions, troubleshoot issues, and walk you through features 24/7. Email support is available for all users at [email protected]. Pro and Enterprise plans receive priority response and access to our white-glove onboarding service. Enterprise plans include a dedicated account manager.