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FAQ

Questions? Good. Here are straight answers.

Everything you need to know before you switch. Still curious? Talk to our team.

How long does setup take?

You can be set up in under 30 minutes. Import your contacts, invite reps, and your browser softphone is ready — no installs, no phone system to provision. A guided setup walks you through numbers, roles, and your first pipeline.

Can I migrate from my current CRM?

Yes — bring your companies and contacts over with a CSV import, and a HubSpot company export works as-is. You see a preview before anything is written, including every company it will create, and you can untick the ones you don't want. Existing companies are matched by domain, website, name, and phone; a match only fills in blank fields and never overwrites what you already have, and a row that could belong to more than one company is skipped and reported instead of guessed. Re-importing the same file won't create duplicates, and the notes, emails, meetings, and tickets listed in a HubSpot export are added to the company's activity history. It's a file import, not a live sync: export from your old CRM, then import here.

Is it compliant and secure?

Compliance is built in, not bolted on. Maxwelo enforces TCPA calling hours by time zone and handles two-party recording consent automatically. For regulated teams, we offer 42 CFR Part 2-aware controls so healthcare data stays walled off. Multi-tenant isolation, role-based access, encrypted data, and full audit trails come standard.

Am I locked into a contract?

No long-term lock-in. Go month-to-month and cancel anytime — no penalty, no hostage-taking your data. Prefer an annual plan for a better rate? That's your call, not a requirement. If Maxwelo isn't lifting your connect rates and close rates, you shouldn't be paying for it.

What kind of support do I get?

Real humans who know sales, not a ticket black hole. Every plan includes onboarding help, email and chat support from our own team, and a full knowledge base. Growing teams get a dedicated onboarding specialist to configure numbers, roles, campaigns, and compliance rules with you — so your reps are productive from the first dial, not the second week.

Do reps need special hardware or a phone system?

None. Maxwelo runs entirely in the browser — the softphone, the texting, the pipeline, the dashboards, all on one screen. A laptop and a headset is the whole kit. Reps can dial from home, the office, or the road, and every call, text, and email auto-logs to the contact automatically. No desk phones, no PBX, no IT project.

Do I need my own data provider for Prospecting?

Yes. Prospecting works with your organization's own B2B data-provider account: an admin connects it once in Maxwelo, and everyone with Prospecting access uses that connection. The credits used to reveal contact details — and to page through company search results — are drawn from that provider account. Prospecting is included on every plan.

Stop stitching. Start closing.

Dial, text, email, and close from one screen — with every touch auto-logged and compliance built in. Your team could be making calls this afternoon.

Free trial. No credit card. Live today.