Frequently Asked Questions

Quick answers. Zero fluff. Just like the CRM.

What is AHA CRM?

The next-gen follow-up CRM. AI-native. No bloat, no complex pipelines. Just your leads, their temperature (Cold, Warm, Hot), and AI that tells you exactly what to say and when. Built for people who sell — not people who manage software.

How does lead temperature work?

Every lead is Cold, Warm, or Hot. That's it. No deal stages, no Kanban boards, no confusion. You change the temperature as the relationship moves. Your entire pipeline — one glance.

What does the AI actually do?

After 3 follow-ups, AHA's AI reads your conversation history and tells you: what to discuss next, when to follow up, and whether the lead temperature should change. It's like having a senior rep on every deal — 24/7.

Is there a free plan?

Yes. Free forever — not a trial. 1 user, 25 leads, follow-up reminders, lead temperature, AI suggestions. No credit card. No expiry. Just start.

What does "unlimited users" mean?

Team and Business plans — add your whole sales team. 5 people, 50 people, doesn't matter. One flat price. No per-seat fees. Ever.

Can I transfer leads between team members?

Yes. One click. Both the previous and new owner get notified. Full history stays with the lead. No leads get lost.

How do follow-up reminders work?

Every open lead has a follow-up date. Log in — your dashboard shows who's due today, who's overdue, who's coming up. AI can also suggest the optimal date based on your conversation context.

Can I cancel anytime?

Yes. No lock-in. No contracts. Cancel whenever. You keep access until your billing period ends. We also offer a 30-day refund — just email us.

What billing cycles are available?

Monthly, Yearly (20% off), and 3-Year (40% off). Switch anytime from your account. No penalties.

How long does setup take?

2 minutes. Sign up, add a contact, create a lead, set a follow-up date. Done. If you can use email, you can use AHA.

Is my data secure?

Yes. HTTPS everywhere. Data encrypted. You own your data — we never sell or share it. Period.

What happens when a lead goes cold?

AHA keeps nudging you. Mark it Lost or Dead if it's truly over — but the system encourages persistence. 80% of sales happen after the 5th follow-up. AI will even suggest re-engagement tactics.

Can I use AHA on mobile?

Yes. Fully responsive. Phone, tablet, desktop — any device, any browser. No app to install. Just open and go.

Do I need to install anything?

Nothing. Web-based. Sign up, log in, start. Chrome, Safari, Firefox, Edge — works everywhere.

Can I import existing leads?

Leads are added manually — keeps data clean. Got a large dataset? Contact us. We'll help you migrate.

What's the difference between a contact and a lead?

Contact = a person. Lead = a deal opportunity linked to that person. One contact, multiple leads — e.g., selling them different products over time.

What are the lead statuses?

Open (active, being followed up), Won (closed successfully), Lost (didn't work out), Dead (no longer viable). Simple. Open leads need a follow-up date. Lost leads need a reason.

How does the dashboard work?

One screen. All your leads — Open, Won, Lost, Dead. Today's follow-ups highlighted. Overdue leads flagged. Admins see the whole team. That's the dashboard.

What user roles are available?

Three: Super Admin (full control), Admin (manage users, transfer leads, see team data), User (own contacts and leads). Clean and clear.

Can I track deal values?

Yes. Every lead has a value field. Track what each deal is worth. See total pipeline value on the dashboard. Update as negotiations progress.

Is there an activity timeline?

Yes. Every lead — full history. Follow-ups, temperature changes, value changes, comments. Timestamped. Who did what, when. Your complete record.

What are quick comments?

Pre-written phrases. Type "/" when logging a follow-up — pick from categories like Initial Contact, Discovery, Proposal, Follow-up. One click. Saves time on repetitive notes.

Does AHA integrate with other tools?

API access on Team and Business plans. Connect AHA to your workflow. We keep the core simple — integrations are there if you need them, not forced on you.

What happens if I downgrade?

Your existing leads stay. You just can't add new ones beyond the limit. No data deleted. Ever.

How do I upgrade?

Free plan — upgrade link right on your Leads page. Already paid — email us at [email] and we'll sort it.

How do I get support?

Email [email]. We usually reply in 2 minutes. No ticket systems. No chatbots. A real person, fast.