Question 1

What is CRMax?

Accepted Answer

CRMax is an all-in-one sales and marketing platform: CRM, pipelines, unified inbox, email and SMS campaigns, automation workflows, funnel and form builders, booking calendars, review management, courses, invoicing and reporting — in one login.

Question 2

Is there a free plan?

Accepted Answer

Yes. The Free forever plan includes the core CRM and marketing tools with 5 marketing emails per hour and 10 MB of storage, no card required. You can also start a 14-day free trial with higher limits and every feature unlocked.

Question 3

Can I send email and SMS campaigns?

Accepted Answer

Yes. Email campaigns send out of the box with open tracking and unsubscribe handling; SMS campaigns send through your own Twilio account once you add your credentials in Settings.

Question 4

Does CRMax take a cut of my payments?

Accepted Answer

No. Payments go straight to your own Stripe account using your API keys — CRMax never touches the money.

Question 5

Can my clients book appointments online?

Accepted Answer

Yes. Each booking calendar gets a public link with live availability; bookings create contacts, send confirmations with calendar invites, and can trigger automations.

Question 6

Is there an API?

Accepted Answer

Yes. Every account can generate an API token in Settings for reading and writing contacts and opportunities and triggering workflows.

Question 7

Can I build landing pages and funnels?

Accepted Answer

Yes. The funnel builder publishes multi-step landing pages with built-in lead-capture forms at your own share links, with view and conversion stats.

Question 8

How does the AI assistant work?

Accepted Answer

Add your Anthropic API key in Settings and CRMax drafts campaign copy, inbox replies and funnel page copy for you using Claude.

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