Frequently asked questions

Manage the whole customer journey from one platform: conversations (email, SMS, WhatsApp and social), sales with CRM and sales pipelines, marketing campaigns and funnels, automation with AI agents, calendars and bookings, reporting. Explore all features.

Yes. Email and SMS are built in, and the dedicated integration also covers WhatsApp — all from a single inbox shared with your team, together with website chat and social messages. See how omnichannel conversations work.

AI agents answer incoming conversations, qualify contacts and carry out actions inside your automations — booking an appointment or updating a sales pipeline, for example. The support center has a guide to the AI agent action in workflows.

Yes: with the website builder you build websites and landing pages, with the funnel builder complete sales journeys, and with forms and surveys the forms you need for quotation requests, event registrations and lead generation.

Yes. Add multiple users with different roles and permissions, assign tasks and activities and work on the same conversations without stepping on each other.

Yes: from the platform you ask customers for reviews after a purchase and monitor the replies, so your online reputation keeps growing.

No. The interface is designed for people running a business, not for developers: most tasks take a few clicks. And when you need a hand, you have the step-by-step guides in the support center and our own support included.

Each of those tools covers one part of the journey — the CRM, email marketing, calendars — so to have everything you end up paying for and connecting several of them. Futuria CRM is all-in-one by design: conversations, sales pipelines, automation, funnels and reporting in a single platform, with onboarding and support included and pricing built for small and medium-sized businesses. Compare the features or book a demo.

All your data in one place: fewer mistakes, less time lost copying information between tools, one learning curve and a single subscription to manage. And marketing and sales finally work from the same numbers. Our customer stories show the before and after.

Yes. You import contacts and opportunities from CSV or Excel files — so from any system that lets you export. There are step-by-step guides on importing contacts and importing contacts and opportunities from CSV, and during the free onboarding we help you make the move.

Yes: alongside the native integrations — Google Ads, calendars, centralized email — you have APIs and webhooks to connect practically any external system.

Most likely yes: Futuria CRM is used by professional practices, e-commerce businesses, local businesses and service companies. The quickest way to find out is to read our customer stories: real cases, sector by sector, with the results achieved.

The trial lasts 14 days and includes every feature of the plan you choose, with your real data: CRM, automation, campaigns, calendars. So you decide from experience, not from a brochure.

When the 14 days are up, the plan chosen at sign-up starts automatically, with no interruption to the service. You can cancel at any time, including during the trial.

You can pay month by month or choose the annual plan, which includes two months free. Up-to-date prices and details are always in the pricing section.

No, the CRM trial is free. If you want, you can activate some paid extras during the trial (such as the WhatsApp integration): the cost is always shown clearly before activation.

Because not everyone needs everything: rather than inflating the base price, the services that create real running costs — such as AI agent messages, billed by token usage, or the WhatsApp integration — are paid for only if you use them. The full list with current costs is in the pricing section.

Yes, straight from the platform, at any time: cancellation is immediate, with no penalty, and the service stays active until the end of the period you have already paid for. Your data remains exportable (see Privacy and security).

Yes, every transaction automatically generates an electronic invoice.

Yes: email and WhatsApp support included in every plan, for configuration, everyday use and operational questions. You also have the support center with step-by-step guides on email, calendars, sales pipelines, imports and much more.

Yes, free for every new customer: we guide you through the first steps — configuration, contact import, first campaign — so you are up and running straight away, according to what you need.

Yes: guides and tutorials kept up to date, regular webinars and events and direct support from the team when the guides are not enough.

Yes, you can sign in from computer, tablet and smartphone without limits.

Yes, you can create users with different permissions to manage internal work securely.

Yes. You can create users with different permissions and decide exactly which sections of the platform they can view or edit. That way each person only accesses the information relevant to their role.

Yes, Futuria CRM is developed in line with the GDPR and the main data protection laws: the details are in our privacy policy, in Italian. For the day-to-day management of marketing and profiling consent for your contacts there is a dedicated guide in the support center.

Only the authorized members of your team, according to the permissions you set. We never share data with third parties without consent.

Access is protected by secure credentials and encrypted protocols that safeguard both data and communications.

It stays yours: you can export contacts and information to CSV before closing the account, and after cancellation the data is handled according to the privacy policy, in Italian. Nothing keeps you locked in.

Both. Futuria CRM is the platform built by Futuria Marketing, an Italian marketing agency: as well as the software, the team runs advertising, website and digital strategy projects. That is the advantage of a CRM made by people who practice marketing every day, not only code it.

Yes: advertising campaigns, funnels, websites and strategy — we can work alongside you wherever it helps, with the CRM as the operating base. Book a demo and let's talk it through, or see what we have done for other customers.