Can I import from HubSpot or Salesforce?
Yes. A CSV export from either platform imports cleanly. Name, email and phone are matched automatically, and other columns, such as company, deal stage and owner, can become CoreCNX custom fields. Imported contacts start in your default pipeline stage. We have moved teams off both. Contact us about help moving your data.
Does it integrate with Gmail or Outlook?
No. CoreCNX sends email through SendGrid, which we manage for you, and SendGrid reports each open, click, bounce and unsubscribe to the contact's timeline. To keep a record of a conversation in your own Gmail or Outlook inbox, add it to the contact as a note.
How do I get my team set up?
Most B2B teams set themselves up in an afternoon: they import a CSV of contacts, set up three pipeline stages, send a test email and confirm the opens appear. If you want a real person to do it, we will quote white-glove setup, a 90-minute working session that leaves your pipeline ready to use.
How is this different from HubSpot?
HubSpot is software for mid-sized companies that combines marketing automation, sales outreach tools, a customer service desk and a website content system. CoreCNX is a CRM with a unified timeline: one record that shows every interaction in order. If you need automated marketing with branching rules and lifecycle scoring, choose HubSpot. If you need contacts, pipeline, email, tasks and reports that work well and share one record, choose CoreCNX.
What about data security?
Each account's data is isolated at the application layer (the software checks the account on every request), and your data is never mixed with another customer's. Encrypted backups of our databases are kept for up to 90 days for disaster recovery. Every webhook (an automatic message between systems) carries a security signature. The public REST API, which lets other software connect to CoreCNX, uses access keys that you can revoke at any time.
What's the pricing for a 10-person team?
Most likely Growth: $99/mo, with 15,000 contacts and 10 users included. With more than 10 users or 15,000 contacts, choose Pro at $199/mo (20 users, 50,000 contacts). Annual billing saves about 20%. CoreCNX has no per-user fee: Starter, Growth and Pro include 5, 10 and 20 users, and Enterprise has no user limit.
Can I export my data if I leave?
Yes. Contacts export to a CSV or XLSX file in one click, with their tags, custom fields and an optional summary of each contact's activity. We never withhold your data or charge for exports, and the files use a format any other CRM can read.
Do I need to know what an "API" is to use this?
No. The API (a connection that lets other software read and write your data) is for engineering teams and integration partners that want to send data automatically from their own systems. CoreCNX itself works like any website you sign in to: you log in, send emails and drag contacts between pipeline stages. The advanced features are optional.
