Frequently asked questions.

CRM stands for Customer Relationship Management. It's software that helps you manage all your interactions with customers and prospects in one place - contacts, deals, emails, calls, projects, and more.

If you'd like to learn more, take a look at our guide: What is a CRM?

Clockwork CRM is a genuine all-in-one platform. Where most CRMs make you buy separate tools for email marketing, project management, telephony, and case management, Clockwork CRM includes all of them in every plan at no extra cost.

It's also UK-built, UK-hosted, and UK-supported - with no outsourced call centres or chatbots.

Clockwork CRM is built for small to mid-sized businesses across any industry - software companies, agencies, recruiters, property firms, professional services, and more. If you manage customers, deals, or projects, Clockwork CRM fits.

See how it works for your industry on our industries page.

There is no limit on the number of contacts, companies, cases, sales, or projects you can create. Storage is included at 100GB (Professional) or 150GB (Business), with additional storage available at £1 per 10GB/month.

None. You get full access to every feature during the 14-day trial. Invite as many users as you like - no credit card required to start.

You'll be prompted to add a payment method to continue. If none is provided, the instance is suspended and then deleted one calendar month later. Your data is not accessible while suspended, but you can reactivate at any point during that month and get everything back intact. We email reminders at 14, 7, 3 and 1 days before deletion.

All major credit and debit cards via Stripe. Payments are processed securely - we never see or store your card details.

Go to Administration Tools > Subscription Information inside Clockwork CRM. You can upgrade, downgrade, or cancel at any time - no lock-in contracts.

If you cancel, billing stops and you keep full access until the end of the period you've already paid for. After that the instance is suspended for one calendar month, during which you can reactivate and pick up exactly where you left off, and is then deleted. Export before your paid period ends, or ask us for a full extract.

Automation credits are consumed when automations run actions (one credit per action), when marketing sequences process a stage, or when form submissions create contacts. Credits reset monthly. Professional gets 2,000/month, Business gets 10,000/month.

The telephony features (power dialer, call recording, SMS, AI transcription) are included in every plan, but call and SMS charges are billed separately based on usage - similar to a phone bill. There are no hidden platform fees.

On Microsoft Azure in the United Kingdom. Your database, your file storage, your backups, call transcription and system email are all UK-hosted, and you get a separate database with its own credentials rather than sharing tables with other customers.

A small number of supporting services sit outside the UK, such as error monitoring in the EU and the optional AI features in the US. We list every one of them, and where they are, on our sub-processor page.

Yes. All data is encrypted at rest in both the database and file storage, and all communication is encrypted in transit with TLS 1.2 or 1.3. User passwords are hashed with Argon2id, the memory-hard algorithm recommended by OWASP, with a random per-password salt, and are never stored in readable form. Two-factor authentication is available to every user. Full detail, including our known limitations, is on our security page.

Yes. You can export contacts, companies, sales, cases, projects, products, marketing data and analytics from within the application, in CSV, Excel, TSV, JSON, XML, HTML or PDF. The REST API gives full programmatic access, including attachments and call recordings.

If you ever need everything at once, we'll produce a complete extract free of charge within 5 working days: a full database dump plus an archive of all your files. It's your data and we don't hold it hostage.

We're a UK company, hosting in the UK, and we provide everything you need for your own UK GDPR and Data Protection Act 2018 obligations.

For the data you hold in Clockwork CRM, you are the data controller and we are the data processor. That relationship is governed by our Data Processing Agreement, published in full, which covers breach notification, sub-processors, international transfers, your data subject rights obligations, and deletion or return of your data. We hold Cyber Essentials certification, and we're happy to complete your security questionnaire.

Yes. Every feature is available on every plan - contacts, sales, cases, projects, email marketing, telephony, calendar, automations, sequences, file browser, knowledge base, and more. The difference between plans is the level of support, automation credits, and storage.

Yes. Clockwork CRM supports custom fields on every entity, configurable workflows, white-label branding (your logo, colours, and domain), and a full plugin platform for building custom functionality. We also offer bespoke plugin development.

Yes - campaigns, sequences with visual drag-and-drop editors, landing pages with A/B testing, forms, and full UTM attribution tracking. All included in every plan.

Yes. Clockwork CRM includes a power dialer for outbound calls, in-browser calling, dual-channel recording, AI-powered transcription with word-level playback, and SMS messaging. See Telephony Services.

Yes - a comprehensive REST API with over 100 endpoints covering every module. Full OpenAPI documentation is available at your-subdomain.clockworkcrm.com/api. See API & Webhooks.

Yes - over 80 webhook event types across every module. Webhooks fire instantly when records are created, updated, or deleted. Deliveries include HMAC-SHA256 signatures and retry automatically on failure.

Yes. The Clockwork CRM Zapier integration includes 88 triggers, 24 actions, and 6 searches - connecting your CRM to 7,000+ apps. Triggers are instant (webhook-powered, not polling). See Zapier Integration.

Yes. Clockwork CRM has an MCP server that connects to Claude, ChatGPT, Cursor, and other AI tools. Your AI can search contacts, create cases, manage deals, and more - using your existing API permissions. See AI Integration.

Yes. The plugin platform supports custom endpoints, database tables, UI injection, and marketplace-ready billing. You can build your own or we can build bespoke plugins for your business. See Plugins.

Email support is included on all plans. Business plan users also get telephone support. Visit our support page for details.

No. All support is provided in-house by the team that built Clockwork CRM. No chatbots, no overseas call centres. When you contact us, you speak to someone who knows the product inside out.

Yes. We have an in-app knowledge base packed with step-by-step guides and tutorials, and our UK-based support team is on hand to help you get set up and make the most of Clockwork CRM.

Open the Help category in the app menu to access the knowledge base, raise support tickets, and browse FAQs - all without leaving the application.