Frequently Asked Questions
Have questions? You’re not alone!
Here’s everything you need to know about getting started with JuicyCRM, how it works, and how it can make your business life easier.
Getting Started with JuicyCRM
New to JuicyCRM? Here’s where to begin.
JuicyCRM is your Business Command Centre — an all-in-one platform that helps service-based businesses streamline operations, automate tasks, manage client relationships, and grow with confidence. I purchase the core software from a company in America, and add on my own templates, support and everything else you need to run your business. This is better than me doing it alone, as you have the assurance this is a robust piece of software, and you have me and my team at your fingertips to help with anything that’s tricky. JuicyCRM is customised and supported by real humans, right here in New Zealand.
It’s perfect for business owners who are juggling too many disconnected systems or drowning in admin.
Start by booking a free 1:1 demo. We’ll walk you through the platform, answer your questions, and help you decide if JuicyCRM is a good fit for your business.
Not at all. JuicyCRM is designed to be user-friendly, and we provide onboarding, resources, and local support to help you every step of the way.
Yes! The software itself can be used in any country, and is perfect for those of you who are digital nomads.
Pricing is currently based in NZD, however I can manually invoice you in AUD/USD and EUR. Please note that due to currency fluctuations the price will be recalculated at every invoice. To lock in the price, purchase an annual plan!
If you are based outside of New Zealand your GST will be “zero rated” which means, I do not need to charge you GST; so your plan price is what’s on the box!
Features & Functionality
What JuicyCRM can actually do for your business.
JuicyCRM includes everything you need: email marketing, landing pages, booking calendars, sales funnels, SMS/WhatsApp messaging, a phone system, client portals, AI receptionist, courses and memberships, forms and surveys, review management, automation tools, and more. Explore all JuicyCRM features.
Absolutely! You can tailor forms, email sequences, landing pages, and workflows to suit your exact business processes. Our team can help you get set up.
Yes – and that’s the goal! JuicyCRM can replace tools like Mailchimp, Calendly, ClickFunnels, Typeform, Facebook Messenger, Thinkific, Later, and more, saving you time, money, and app fatigue.
Yes! There’s a mobile app so you can manage your business on the go – perfect for checking messages, booking appointments, and replying to leads from anywhere.
It sure does. You can embed JuicyCRM forms, calendars, funnels, and more right into your existing website. Explore all JuicyCRM features.
We have done everything possible to ensure JuicyCRM is GPDR compliant – however should you need further documentation to satisfy your internal audits and standards, please let me know.
Yes. You can use your own domain for branded pages and email sending to maintain a professional, consistent experience.
JuicyCRM has built-in integrations with popular tools and can connect with thousands more via Zapier. If you’re not sure, ask we’ll help you connect what you need.
Plans, Pricing & Subscriptions
What it costs, what’s included, and how it all works.
We offer simple, transparent pricing with monthly or annual plans.
As part of our ongoing care to ensure our product is used for legitimate purposes, and that your privacy and rights are protected, as well as the privacy and rights for your customers, you will need to sign a service agreement before we start onboarding. Don’t worry, there’s nothing scary in there – mostly it sets out IP rights, Privacy rights, and what happens if there’s an issue with payments.
Yes. All subscriptions include onboarding support via email or chat, along with access to onboarding sessions, video tutorials, and resources. Extra support packages are available if you need them.
Nope. Our pricing is upfront and transparent. The only extra fees might come from third-party tools you choose to connect (like email or SMS charges, which we’ll always explain).
Sometimes businesses can go through a hard time, and cashflow becomes an issue. Here is what we can do in that situation.
- You have 7 days to pay your invoice, before your subscription is paused
- Your account is paused for up to 90 days, and you will no longer have access. In this time you will need to pay for the subscription in full, including all invoices issued within the 90days, in order to regain access.
- If your account is not paid in full after 90 days your account will be deleted. Please note, in the event of this happening, we here at Juicy are not responsible for your data. We will not back up or export any information out of your subscription
Please note, if we pause your subscription, all forms, automations, workflows etc internally and externally will cease to work until the account is reinstated.
Unfortunately not; all invoices must be paid in full for you to have continued access to your account. If we pause your subscription, all forms, automations, workflows etc internally and externally will cease to work until the account is reinstated.
Pricing is currently based in NZD, however I can manually invoice you in AUD/USD and EUR. Please note that due to currency fluctuations the price will be recalculated at every invoice. To lock in the price, purchase an annual plan!
If you are based outside of New Zealand your GST will be “zero rated” which means, I do not need to charge you GST; so your plan price is what’s on the box!
If you aren’t completely satisfied with Juicy in the first 30 days, we can have a chat and you can request a refund of your subscription fees.
Refunds do not apply to Onboarding or Additional Packages due to the nature of those services.
Support & Training
You’re never on your own with JuicyCRM.
Yes! We provide personalised onboarding to help you set up your system the right way. You’ll also get access to video tutorials, templates, and real-person support when you need it.
Of course. Our Done-With-You onboarding is designed to guide you through setup without stress, and if you want full setup services, Zesty Virtual Assistants can help too.
We’re proudly New Zealand-based and here when you need us. No overseas call centres – just helpful, jargon-free support.
I hear you! I’m very techy too, however I can guarantee with how many pieces there are to this software is, you could easily become overwhelmed.
The Onboarding Package is designed to ensure you have all of the basic functions connected correctly and give you the opportunity to quickly learn your way around the software. This means you get through the basics first, and then onto the in-depth back end, allowing you to satisfy your tech craving!
If this is you, please let me know! We can chat about best options to have Juicy easing your manual load in your day to day.
My team and I can work with you to setup up the automations you need, or do them for you for an additional fee. When we’re talking, let me know and we’ll come up with a plan.
Messaging, Phone & Automation
Smart ways to stay connected (without being chained to your phone).
Yes, JuicyCRM supports both SMS and WhatsApp messaging. You can even automate replies and send reminders to clients directly from your dashboard.
Yes. You can purchase a new business phone number or bring your own, set up phone trees (IVRs), route calls to team members, record calls, and track call history – all from inside JuicyCRM.
JuicyCRM’s Missed Call Text Back feature automatically sends a text reply when you can’t answer, so your leads don’t go cold.
Definitely. Automate lead follow-ups, onboarding sequences, booking confirmations, internal tasks, and more using powerful workflows and triggers.
Not sure if JuicyCRM is right for your business?
Book a free, no-pressure demo and we’ll walk you through it. You’ll get real answers from real people—and we’ll help you decide if JuicyCRM is the right fit.
Let’s explore how JuicyCRM can help you work smarter, not harder.
