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Quick answers to common questions
Navigate to Settings > Integrations and click 'Add Integration'. Select your CRM (Salesforce, HubSpot, or Pipedrive) and follow the OAuth authentication flow. The process takes about 5 minutes.
After connecting your CRM, initial data sync takes 5-15 minutes depending on your data size. Overlaps with existing partners appear immediately after sync completion.
We store hashed identifiers and metadata only. Raw CRM data like contact details, deal amounts, and personal information never leave your systems. We're SOC 2 compliant and GDPR ready.
Yes, you have complete control. Use our privacy controls to set visibility rules, whitelist specific partners, and determine which data fields are included in overlap matching.
Yes, plan changes take effect immediately. Upgrades are prorated for the current billing period. Downgrades take effect at your next billing cycle.
We offer a 30-day money-back guarantee for annual plans. Monthly subscriptions can be cancelled anytime without penalty.