{"id":15,"date":"2026-11-11T11:25:32","date_gmt":"2026-11-11T11:25:32","guid":{"rendered":"https:\/\/mixcommerce.co\/mixcrm\/?page_id=15"},"modified":"2026-11-12T13:48:37","modified_gmt":"2026-11-12T13:48:37","slug":"home","status":"publish","type":"page","link":"https:\/\/mixcommerce.co\/mixcrm\/","title":{"rendered":"Free CRM for Business"},"content":{"rendered":"\t\t
\n\t\t\t\t
\n
\n \t\t\t\n\t\tMixCRM\n\t<\/a><\/span>\n\t\t
\n \t\t\t\n\t\tFeatures\n\t<\/a><\/span>\n\t\t\t\t\t\n\t\tIndustries\n\t<\/a><\/span>\n\t\t\t\t\t\n\t\tIntegrations\n\t<\/a><\/span>\n\t\t\t\t\t\n\t\tPricing\n\t<\/a><\/span>\n\t\t\t\t\t\n\t\tBlog\n\t<\/a><\/span>\n\t\t\t\t\t\n\t\tContact\n\t<\/a><\/span>\n\t\t\n<\/div>\n
\n \t\t\t\n\t\tLog in\n\t<\/a><\/span>\n\t\t\t\t\t\n\tStart Free\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/header>\n
\n
\n
\n \t\t\t

Free CRM for Business <\/h2>\n\t\t\t\t\t

MixCRM is a free CRM for business. Manage leads, customers, deals, proposals, agreements and invoices in one easy place. Now with MixAI.<\/p>\n\t\t

\n \t\t\t\n\tStart Free\n<\/a>\n\t\t\t\t\t\n\tSee How It Works\n<\/a>\n\t\t\n<\/div>\n\t\t\t

No credit card needed. Ready in minutes.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/stop><\/stop><\/linearGradient><\/feDropShadow><\/filter><\/feDropShadow><\/filter><\/defs>
\n \t\t\t

A CRM For Today<\/h2>\n\t\t\t\t\t

MixCRM is a free CRM for small business teams that want one tool for customers, calls, proposals, agreements and invoices. It is simple enough to learn in minutes and powerful enough to grow with you.<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\t \t\n\t\t\n\t<\/video>\n\t\t\n<\/div>\n
\n \t\t\t

See MixCRM in one minute<\/h2>\n\t\t\t\t\t

A quick tour of leads, deals, proposals, invoices, tasks and email, all in one place.<\/p>\n\t\t\t\t\t

Watch it first. Start free when you are ready.<\/p>\n\t\t\t\t\t\n\tStart Free\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\tHighlights<\/span>\n\t\t\t\t\t

Three things that set MixCRM apart<\/h2>\n\t\t\t\t\t

On top of all the features you already saw.<\/p>\n\t\t\n<\/div>\n\t\t\t

<\/stop><\/stop><\/stop><\/linearGradient><\/defs>
\n
\n
\n
\n \t\t\t01 Call Intelligence<\/span>\n\t\t\t\t\t

Know what was said on every call<\/h2>\n\t\t\t\t\t

MixCRM turns your sales calls into clear notes, so you spend less time typing and more time talking to customers.<\/p>\n\t\t

\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Calls saved and written out<\/h3>\n\t\t\t\t\t

Every call is kept with a full written copy you can search.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Short call summaries<\/h3>\n\t\t\t\t\t

See the key points of each call in a few simple lines.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Follow ups made for you<\/h3>\n\t\t\t\t\t

Promises made on a call turn into tasks with a due date.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Talk time and topics<\/h3>\n\t\t\t\t\t

See who spoke more and what your customers asked about.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/stop><\/stop><\/linearGradient><\/feDropShadow><\/filter><\/feDropShadow><\/filter><\/defs>
\n
\n
\n
\n \t\t\t
<\/stop><\/stop><\/linearGradient><\/feDropShadow><\/filter><\/feDropShadow><\/filter><\/defs>
\n \t\t\t02 MixAI<\/span>\n\t\t\t\t\t

A helpful assistant inside MixCRM<\/h2>\n\t\t\t\t\t

Ask in plain words. MixAI reads your notes and deals, then helps you decide what to do next. You stay in control and review everything before it goes out.<\/p>\n\t\t

\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Ask and get answers<\/h3>\n\t\t\t\t\t

Ask which deals need attention and get a clear list.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Write emails faster<\/h3>\n\t\t\t\t\t

Get a draft reply based on what you already know about the customer.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Customer story in one click<\/h3>\n\t\t\t\t\t

See the full history of any customer in a few short lines.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Know your next step<\/h3>\n\t\t\t\t\t

Find out who to call or email today.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n
\n
\n
\n \t\t\t03 All in one<\/span>\n\t\t\t\t\t

Proposal, agreement and invoice in one place<\/h2>\n\t\t\t\t\t

Send a proposal, get it signed and bill your customer without leaving MixCRM.<\/p>\n\t\t

\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

All in one place<\/h3>\n\t\t\t\t\t

Everything about a deal stays together, from first offer to final payment.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

One tool for many jobs<\/h3>\n\t\t\t\t\t

No more jumping between separate tools for offers, signatures and bills.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Lower cost<\/h3>\n\t\t\t\t\t

Pay for one tool instead of many, and keep more of what you earn.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/feDropShadow><\/filter><\/stop><\/stop><\/linearGradient><\/defs>
\n \t\t\t

Common features<\/h2>\n\t\t\t\t\t

Simple tools to keep every customer and every deal in order.<\/p>\n\t\t

\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Leads<\/h3>\n\t\t\t\t\t

Never lose track of a new inquiry.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Contacts<\/h3>\n\t\t\t\t\t

Every customer in one simple list.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Accounts<\/h3>\n\t\t\t\t\t

See the company behind every contact.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Deals Pipeline<\/h3>\n\t\t\t\t\t

See every deal and where it stands.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Proposals<\/h3>\n\t\t\t\t\t

Send proposals customers accept online.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Agreements<\/h3>\n\t\t\t\t\t

Get contracts signed inside MixCRM.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Invoices<\/h3>\n\t\t\t\t\t

Turn won deals into paid invoices.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Tasks<\/h3>\n\t\t\t\t\t

Never miss the next step.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Calendar<\/h3>\n\t\t\t\t\t

Meetings and reminders beside the deal.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Email Inbox<\/h3>\n\t\t\t\t\t

Your inbox wired into every deal.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Campaigns<\/h3>\n\t\t\t\t\t

Send follow-ups that run on time.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Workflows<\/h3>\n\t\t\t\t\t

Let MixCRM handle repeat work.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Reports<\/h3>\n\t\t\t\t\t

See leads, sales and team at a glance.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Roles and Permissions<\/h3>\n\t\t\t\t\t

Choose who sees what.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Mobile App<\/h3>\n\t\t\t\t\t

Your CRM on iOS and Android.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Tickets<\/h3>\n\t\t\t\t\t

Keep every support promise.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Forms<\/h3>\n\t\t\t\t\t

Turn website visitors into leads.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Custom Fields<\/h3>\n\t\t\t\t\t

Store the details that matter.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Integrations<\/h3>\n\t\t\t\t\t

Connect the tools you already use.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Import and Export<\/h3>\n\t\t\t\t\t

Move your data in and out safely.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n \t\t\t

Advanced features<\/h2>\n\t\t\t\t\t

MixAI and smart insights that suggest the next step.<\/p>\n\t\t

\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI Assistant<\/h3>\n\t\t\t\t\t

Ask your CRM anything about your data.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI Email<\/h3>\n\t\t\t\t\t

Draft with MixAI, send when you say.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI Tasks<\/h3>\n\t\t\t\t\t

Turn a sentence into a task.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI Notes<\/h3>\n\t\t\t\t\t

Say it once. MixAI remembers for you.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI Invoices<\/h3>\n\t\t\t\t\t

Ask who owes you and get the answer.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI Deals<\/h3>\n\t\t\t\t\t

Manage deals by talking about them.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Deals at Risk<\/h3>\n\t\t\t\t\t

Spot deals that need you early.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

What to Do Today<\/h3>\n\t\t\t\t\t

Start your day knowing what matters.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Where Am I Lacking<\/h3>\n\t\t\t\t\t

An honest look at what needs attention.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Call Intelligence<\/h3>\n\t\t\t\t\t

Summaries and action items from calls.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Meeting Assistant<\/h3>\n\t\t\t\t\t

Meeting outcomes on the right record.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Customer Journey<\/h3>\n\t\t\t\t\t

See what customers do before they call.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Engagement Score<\/h3>\n\t\t\t\t\t

A score you can explain.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

AI Badges<\/h3>\n\t\t\t\t\t

Always see what AI created.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixCRM MCP<\/h3>\n\t\t\t\t\t

Coming soon: connect your own AI tools.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\tWhy switch<\/span>\n\t\t\t\t\t

Spreadsheets and old CRMs did the basics. MixCRM does the rest.<\/h2>\n\t\t\t\t\t

Less clicking. More closing.<\/p>\n\t\t\n<\/div>\n

\n \t\t\tSpreadsheets and old CRMs<\/span>\n\t\t\t\t\tMixCRM<\/span>\n\t\t
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Scattered tools<\/h3>\n\t\t\t\t\t

Leads in a sheet, mail in an inbox, bills in another app.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

One place for it all<\/h3>\n\t\t\t\t\t

Leads, deals, proposals, agreements and invoices stay linked to one customer.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Notes nobody can find<\/h3>\n\t\t\t\t\t

Call details live in people's heads and phones.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Calls written for you<\/h3>\n\t\t\t\t\t

Call Intelligence turns calls into summaries and tasks you approve.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Slow to start<\/h3>\n\t\t\t\t\t

Long setup before anyone can sell.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t
\n \t\t\t

Ready in minutes<\/h3>\n\t\t\t\t\t

Create a free account, import your contacts and start.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n \t\t\t

Built for control and trust<\/h2>\n\t\t\t\t\t

You decide who sees what, and every change leaves a trail.<\/p>\n\t\t

\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Roles and permissions<\/h3>\n\t\t\t\t\t

Choose who sees and edits each record.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Two-step sign in<\/h3>\n\t\t\t\t\t

Protect accounts with an authenticator app.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Activity log<\/h3>\n\t\t\t\t\t

See who changed what, and when.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Privacy tools<\/h3>\n\t\t\t\t\t

Track consent and handle data requests.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

Your data stays yours<\/h3>\n\t\t\t\t\t

Export your records to CSV or Excel any time.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\t\t\t

MixAI with approvals<\/h3>\n\t\t\t\t\t

MixAI reads only what you may see. You confirm every change.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t\n\tStart Free\n<\/a>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t

Start free. Know your limits.<\/h2>\n\t\t\t\t\t

The Free plan is made for a small team. Here is exactly what it includes.<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \t\t\t

On the Free plan<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

You get<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Contacts<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Up to 500<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Users<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

2<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Deals<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Up to 50<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Workflows<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

3<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Proposals<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Up to 25<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Invoices<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Up to 25<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Custom objects<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

1<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Client portal<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Included<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

MixAI<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Limited<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

Paid plans raise these limits, add API access and give full MixAI. Details are coming soon.<\/p>\n\t\t

\n \t\t\t\n\tStart Free\n<\/a>\n\t\t\t\t\t\n\tSee Pricing\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n \t\t\t

Start in Three Easy Steps<\/h2>\n\t\t
\n
\n \t\t\t
1<\/span>\n\t\t\t\t\t

Create your free account<\/h3>\n\t\t\t\t\t

It takes about a minute.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
2<\/span>\n\t\t\t\t\t

Add your contacts<\/h3>\n\t\t\t\t\t

Import a list or add them one by one.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t
3<\/span>\n\t\t\t\t\t

Start selling<\/h3>\n\t\t\t\t\t

Track deals, set reminders and watch your pipeline grow.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n \t\t\t

Frequently Asked Questions<\/h2>\n\t\t
\n
\n \n \n \t\t\t

Is MixCRM really free?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Yes. You can start free with no credit card and manage your contacts, deals and tasks. You only pay if you choose a paid plan later.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

What does the Free plan include?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Up to 500 contacts, 2 users, up to 50 deals, 3 workflows, up to 25 proposals and 25 invoices, 1 custom object, the client portal and limited MixAI.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

When do I have to pay?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Only if you need more than the Free plan gives you. Paid plans raise the limits, add API access and give full MixAI. The Free plan stays available.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Is it good for a small business?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Yes. A small team gets leads, deals, proposals, agreements and invoices in one place, and the tools grow with you.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Can my team use it too?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Yes. Invite your team, set roles and permissions, share notes and assign tasks. The Free plan includes 2 users.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Can I move my old contacts over?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Yes. Import them from a spreadsheet, match the columns and review everything before it is added.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Can I export my data?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Yes. Export contacts, leads and other records to CSV or Excel from any list. Exports follow the permissions of the person exporting.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

How does MixAI use my data?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

MixAI reads only what the signed-in person is allowed to see. It proposes changes and emails, and nothing is sent or changed until you confirm. Records MixAI creates are marked.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Is my data safe?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

You control who sees what with roles and permissions, two-step sign in and an activity log of changes. MixCRM also supports consent records and data requests.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

What support and setup help do I get?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

A guided Get started page and short Academy lessons are built into the app, plus the Help Center and support tickets.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Is there a mobile app?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

Yes. Use your contacts, leads, deals and tasks on your phone, and play call summaries. It uses the same permissions as the web.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n

\n \n \n \t\t\t

Do I need tech skills?<\/h3>\n\t\t\n<\/span>\n
\n \t\t\t
<\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n
\n \t\t\t

No. If you can use email, you can use MixCRM.<\/p>\n\t\t\n<\/div>\n\n<\/details>\n\n<\/div>\n