General Information
Q1: What is Aalign CRM?
Aalign CRM is a B2B campaign and lead management platform designed to streamline client onboarding, campaign execution, lead tracking, and reporting across departments like Delivery, Quality, Email, and Audit.
Q2: Who is Aalign CRM intended for?
Aalign CRM is built for B2B marketing agencies, lead generation firms, and internal sales teams managing structured campaigns, data audits, email outreach, and reporting workflows.
Q3: How can I sign up for Aalign CRM?
You can request a demo or sign up through our onboarding team. Access is typically provisioned by your organization's admin or IT department.
Q4: Is training available for new users?
Yes. We provide onboarding sessions for each department and role, along with access to documentation and tutorial videos.
Q5: Can I create and manage multiple campaigns?
Yes. Campaigns can be created manually or via API/import, with task allocation for Delivery, Quality, and Audit teams.
Features & Functionality
Q6: Does Aalign support lead uploads and auditing?
Yes. Delivery agents can upload leads, and Quality teams can audit them using customizable checklists and rules.
Q7: Can I track email campaign performance?
Absolutely. The Email department can send bulk emails and track delivery, open rates, clicks, bounces, and more.
Q8: How are roles and permissions handled?
We support role-based access control across hierarchical roles (Executive, TL, SME, Assistant Manager, Manager). Each department has its own permission scope.
Q9: Can Aalign integrate with external systems?
Yes. We support API integrations for lead submission to client systems and basic webhook support for updates.
Billing & Subscriptions
Q10: Is Aalign CRM free to use?
Aalign CRM is a paid SaaS product. Pricing depends on the number of users and features activated. Contact us for a custom quote.
Q11: What payment methods are accepted?
We accept major credit/debit cards, bank transfers (INR for India), and can invoice clients with special terms.
Q12: Can I cancel my subscription anytime?
Yes, with a minimum 7-day notice before your billing cycle ends. Please review our Refund & Cancellation Policy.
Q13: Are refunds available?
Refunds are provided only under specific circumstances (e.g., duplicate payments, failure to deliver service). Full details are in our Refund Policy.
Q14: Is my data safe with Aalign CRM?
Yes. We use encryption, access controls, and secure hosting practices. You can learn more in our Privacy Policy.
Data & Security
Q14: Is my data safe with Aalign CRM?
Yes. We use encryption, access controls, and secure hosting practices. You can learn more in our Privacy Policy.
Q15: Where is my data stored?
Your data is stored in secured cloud environments with backups and access logs. For compliance queries, contact us directly.
Q16: Can I export my data?
Yes. Authorized users can export lead reports, campaign logs, and audit data in CSV/Excel formats.
Support & Troubleshooting
Q17: How do I contact support?
You can email us at support@aaligncrm.com or use the in-app support widget (if enabled for your account).
Q18: What is your support availability?
Our support team is available Monday–Friday, 10:00 AM to 6:00 PM IST. We aim to respond within 24 hours.
Q19: How do I report a bug or request a feature?
Email us at support@aaligncrm.com with a description and screenshots. Feature requests are evaluated based on demand and feasibility.
Customization & Roadmap
Q20: Can I request a custom module or integration?
Yes. We offer enterprise customization plans for workflow extensions, API integrations, and branding.
Q21: Do you have a public roadmap?
We share roadmap updates quarterly with enterprise clients. You can request access through your account manager.
User Management & Access
Q22: How do I add new users to Aalign CRM?
Administrators can add new users by navigating to the 'User Management' section in the settings. Here, you can input user details, assign roles, and set department access.
Q23: Can I assign different roles to users?
Yes, Aalign CRM supports role-based access control. You can assign roles such as Executive, Team Lead, SME, Assistant Manager, and Manager, each with specific permissions.
Q24: Is there a limit to the number of users I can add?
The number of users depends on your subscription plan. Please refer to your plan details or contact support for specific limits.
Campaign Management
Q25: How do I create a new campaign?
To create a new campaign, go to the 'Campaigns' section and click on 'Create New Campaign.' Fill in the required details, assign departments, and set timelines.
Q26: Can I duplicate an existing campaign?
Yes, you can duplicate campaigns by selecting the desired campaign and choosing the 'Duplicate' option. This is useful for recurring or similar campaigns.
Q27: How can I monitor the progress of a campaign?
Aalign CRM provides real-time dashboards and reports that display the status of each campaign, including lead progress, departmental tasks, and overall performance metrics.
Lead Management
Q28: How do I import leads into Aalign CRM?
Leads can be imported via CSV files or through API integrations. Navigate to the 'Leads' section and select 'Import Leads' to begin the process.
Q29: Can I assign leads to specific team members?
Yes, leads can be assigned manually or automatically based on predefined rules and criteria set in the system.
Q30: How does the lead auditing process work?
The Quality team can audit leads using customizable checklists and validation rules to ensure data accuracy and compliance before they proceed to the next stage.
Email Campaigns
Q31: Does Aalign CRM support bulk email sending?
Yes, the Email department can send bulk emails to leads. The system supports templates, personalization, and scheduling features.
Q32: Can I track email engagement metrics?
Absolutely. Aalign CRM provides detailed analytics on email delivery, open rates, click-through rates, bounces, and more.
Q33: Is there an option to automate email follow-ups?
Yes, you can set up automated email sequences based on lead behavior and engagement levels.
Reporting & Analytics
Q34: What types of reports can I generate?
Aalign CRM offers various reports, including campaign performance, lead conversion rates, departmental efficiency, and audit outcomes.
Q35: Can I customize reports?
Yes, reports can be customized to display specific metrics, timeframes, and data visualizations as per your requirements.
Q36: Is it possible to schedule reports?
You can schedule reports to be generated and emailed to stakeholders at regular intervals, ensuring timely insights.
Integrations
Q37: What third-party tools does Aalign CRM integrate with?
Aalign CRM integrates with various tools, including email platforms, analytics tools, and client systems via API and webhooks.
Q38: How do I set up an integration?
Integrations can be configured in the 'Integrations' section under settings. Detailed guides are available for each supported tool.
Q39: Is there support for custom integrations?
Yes, for enterprise clients, we offer support for custom integrations tailored to specific business needs.
Security & Compliance
Q40: How is data secured in Aalign CRM?
We implement industry-standard encryption protocols, secure hosting environments, and regular security audits to protect your data.
Q41: Does Aalign CRM comply with data protection regulations?
Yes, we adhere to relevant data protection laws and regulations. Our Privacy Policy outlines our commitment to data security and user privacy.
Q42: Can I set up two-factor authentication (2FA)?
Two-factor authentication is available and can be enabled in the 'Security Settings' section to add an extra layer of account protection.
Customization
Q43: Can I customize the CRM interface?
Yes, users can customize dashboards, fields, and workflows to align with their specific processes and preferences.
Q44: Is it possible to add custom fields to lead forms?
Custom fields can be added to lead forms to capture additional information relevant to your business operations.
Q45: Can I create custom workflows?
Aalign CRM allows the creation of custom workflows to automate processes, assign tasks, and manage lead progression efficiently.
Mobile Access
Q46: Is there a mobile app for Aalign CRM?
Currently, Aalign CRM is accessible via mobile browsers with a responsive design. A dedicated mobile app is in development and will be announced upon release.
Q47: Can I access all features on mobile?
Most features are accessible on mobile browsers; however, some complex functionalities may be optimized for desktop use.
Q48: Is data synced in real-time across devices?
Yes, data is synced in real-time, ensuring consistency and up-to-date information across all devices.
Advanced Features
Q49: Does Aalign CRM support workflow automation?
Yes, Aalign CRM allows users to automate repetitive tasks and processes through customizable workflow rules, enhancing efficiency and consistency.
Q50: Can I set up custom notifications and alerts?
Absolutely. Users can configure notifications for various events, such as lead assignments, campaign milestones, or audit completions, ensuring timely updates.
Q51: Is there a feature for document management?
Yes, Aalign CRM includes a document management system where users can upload, store, and share files related to leads, campaigns, and audits securely.
Technical Aspects
Q52: What are the system requirements for Aalign CRM?
Aalign CRM is a cloud-based platform accessible via modern web browsers like Chrome, Firefox, Safari, and Edge. No additional installations are necessary.
Q53: Does Aalign CRM offer API access?
Yes, Aalign CRM provides API endpoints for integration with external systems, allowing for data synchronization and custom functionality.
Q54: How is data backed up in Aalign CRM?
Data is backed up regularly using secure, redundant storage solutions to prevent data loss and ensure business continuity.
Best Practices
Q55: How can I ensure data quality in Aalign CRM?
Implementing validation rules, regular audits, and user training can help maintain high data quality within the CRM.
Q56: What strategies can I use for effective lead management?
Segmenting leads, setting clear follow-up schedules, and utilizing scoring models can enhance lead management efficiency.
Q57: How do I optimize campaign performance?
Regularly analyze campaign metrics, A/B test different approaches, and adjust strategies based on data-driven insights for optimal performance.