Common questions, straight answers.
Pricing, payments, data security, migration, what happens when Aimee gets things wrong. If you have a question we haven't answered here, email feedback@aimeecrm.com and we'll get back to you.
The basics.
I've never used a CRM before. Is Free actually useful for me?
Yes — that's exactly who Free is built for. If you're currently keeping client information in a spreadsheet, in Outlook contacts, in a notebook, or in your head, Free gives you a single searchable home for all of it. Names, contact details, notes, history, follow-ups, deal status. No forms to fill out, no fields to map, no setup wizard. Just a place to put your clients that doesn't lose them.
What's the difference between Free, Pro, and Pro Plus?
Free is a place to keep your contacts and ask Aimee questions about them. Pro is when Aimee starts doing the work for you — she trains herself on your inbox, her own email address gets activated, the Meeting Wizard turns audio into CRM updates, automation rules run in the background, and your whole team shares one workspace. Pro Plus adds the money side — nine payment gateways, the Complete Order pipeline, accounting integration with seven providers, the Cases support system, customer 360, campaigns, and the right to deploy Virtual Employee or Agent Triage add-ons. Full feature comparison →
How long does setup take?
Less than 15 minutes for the basics. Your tenant admin signs up, connects Aimee's mailbox (Gmail or Outlook, your call), invites your team, picks an industry preset for the pipeline stages, and you're in. Each individual team member then takes 5 minutes to connect their own Gmail/Outlook + calendar during their first sign-in. Aimee starts working immediately — by week one, she's already trained on your inbox.
Can I migrate my data from HubSpot, Salesforce, Pipedrive, Zoho?
Yes. Export your contacts, accounts, opportunities, or products as CSV from your current tool. Drop the CSV into Aimee. She maps the columns automatically, deduplicates against any existing records, and tells you exactly what landed and what needs your review. No third-party migration consultant required. We've never charged a customer to import data.
Taking the money.
Does Aimee actually charge customer cards?
Yes — on Pro Plus, via your tenant's selected payment gateway. You pick one of nine providers (Stripe, Authorize.net, PayPal, Braintree, Airwallex, Checkout.com, Adyen, Worldpay, Shopify Payments), connect your account during setup, and the "Complete Order" button on a quote charges the customer through your provider. Aimee never sees the card number — tokenisation happens client-side or via the provider's hosted payment page.
Does aimee.crm take a cut of payments?
No. We charge a flat subscription fee and don't touch your transactions. The payment provider takes their normal processing fee (typically 1.7–2.9% + a fixed amount per transaction, depending on the provider and the region). The money flows from your customer's card to your bank account, through your chosen processor, exactly as it does today. We just make it happen inside the CRM instead of in a separate tab.
What if my customer doesn't want to pay by card?
The PO path. Aimee captures the customer's PO number, converts the quote to an order with status "awaiting external payment," and pushes a tax-compliant Net 30 invoice into your accounting system. When the money lands — by wire transfer, cheque, or however your customer pays — you click "Mark as paid," enter the reference, and Aimee syncs the status everywhere. She also nudges you proactively if the payment is overdue.
Does Aimee charge my card without asking?
Never. Every money-moving action — charging a card, sending an invoice, processing a refund — runs through an explicit confirmation gate. If you email Aimee "charge the Henderson card", she replies with a summary and a one-click authorise button. She never executes money movement on her own initiative. Same goes for destructive actions like deleting a contact or sending a quote to a customer.
What about PCI compliance?
For the link-based and redirect-based payment modes, the customer enters their card on the payment provider's hosted page. PCI scope sits on the provider, not you. For direct-charge modes (where customers don't leave the app), client-side tokenisation via Stripe Elements, Braintree Hosted Fields, etc., ensures the card data never touches our servers. You carry the same PCI scope you'd have with any direct-charge integration — we're transparent about which mode puts the scope where.
The Virtual Employee and Agent Triage.
What exactly is the Virtual Employee?
Aimee deployed on a phone number or a website voice widget. She answers inbound calls, knows your products, books meetings on real calendars, queries your order system, charges cards through your payment provider, and resolves problems before the customer hangs up. $800/month per agent, includes 1,000 voice minutes (~16 hours of calls). Hear example calls →
Can I deploy multiple agents?
Yes. Each agent handles one channel — one phone number, or one website voice widget, or (for Agent Triage) one channel queue. Many tenants start with one Virtual Employee on their main inbound line, and add more for separate sales / support / partner lanes. Add or remove any month.
What if she gets it wrong on a call?
Every call is transcribed and logged against the customer record automatically. If Aimee gets a fact wrong, you see it the next time anyone opens that account. You can flag it to her — she remembers corrections, and the same kind of mistake won't happen twice on that account. For genuinely high-stakes calls she's unsure about, she warm-transfers to a real person or takes a detailed message — she never bluffs.
Does the customer know they're talking to AI?
That's your call. Most of our customers introduce her by name — "Hi, this is Aimee from Henderson Industries" — and don't proactively disclose. She sounds like a competent human. If a customer directly asks whether they're talking to a person, she's instructed to answer honestly. In some jurisdictions (parts of the US, California specifically) disclosure is legally required; we make this configurable per-tenant.
Will she leave my office sounding like an answering machine?
No. The whole point is that she doesn't deflect. She solves problems. The single biggest piece of feedback we get from customers piloting Virtual Employee is that their customers don't realise anything has changed — only that calls are now answered every time and resolved on the call.
Your data, your business, your control.
Do you train AI models on my data?
No. Your conversations, files, customer data, transcripts, and emails are never used to train AI models. Not ours, not anyone else's. We use general-purpose foundation models (Gemini, GPT) via API — your prompts go in, the response comes back, and the provider commits contractually not to use your data for training. We pass that commitment through.
Do you sell or share my data?
No. No analytics partnerships, no marketing data brokers, no "anonymised" data products. Your business stays your business.
Where is my data stored?
On Google Cloud's Firestore in the asia-southeast1 region by default. We can deploy customer data to other regions (US, EU, AU) for tenants that require it — contact us if you have data residency requirements.
What about backups?
Daily encrypted backups, stored independently in a separate region. Firestore point-in-time recovery is enabled, so we can restore your tenant's state to any moment in the past 7 days. Beyond that, we keep monthly snapshots for 12 months. If something goes wrong on our side, your data is recoverable.
How is sensitive data (OAuth tokens, payment provider keys) protected?
All third-party API tokens — Gmail/Outlook OAuth, accounting provider credentials, payment processor keys — are encrypted at rest using AES-256-GCM with a per-deployment encryption key. They're decrypted only at the moment of use, never returned to the client, never logged.
What if I want to leave?
You walk out with everything. One-click export of every entity — contacts, accounts, opportunities, orders, quotes, invoices, cases, notes, attachments, emails, transcripts — to standard CSV/JSON formats, any time. We don't believe in data lock-in. We'd rather you leave easily and tell us why, so we can fix what's broken.
What happens when Aimee makes a mistake.
How do I know what she's about to do?
For anything that could harm your business — sending an email to a customer, charging a card, processing a refund, deleting data — Aimee never executes on her own. She drafts the action, shows you exactly what she's going to do, and waits for your one-click confirmation. For high-risk actions like money movement, the confirmation requires you to click through to a separate authorise page (not just reply "yes" in a thread). She'll never surprise you with what she's done.
What if she gets a fact wrong about a customer?
Tell her in plain English. She remembers corrections per-customer, per-team, and per-tenant. The same kind of mistake won't happen twice. For factual claims sourced from your CRM data, she cites the source — if she says "the Henderson order is overdue," she'll link to the actual order, and you can spot a hallucination immediately.
Does she ever just refuse?
If she doesn't have the data to answer something, she says so — she doesn't make it up. If you ask her to do something that requires permissions you don't have (e.g., a regular user asking to see all-company financials), she tells you to ask an admin. If you ask her to do something destructive, she gates it behind a confirm step.
What you actually pay.
Why $1/month for two months?
Most SaaS sales tactics try to extract a credit card upfront and bank on you forgetting. We do the opposite. The 30-day free trial requires no card. Months 2 and 3 cost $1 each — symbolic, just to confirm your billing details work — and full freight only kicks in from month 4. By that point you've had 90 days to decide whether Aimee is worth keeping.
"Pricing locked for life" — what does that actually mean?
The price you sign up at, you keep. When we raise standard prices for new customers — and we will, as the product gets richer — you don't move. We treat existing customers' prices as a permanent commitment. The only thing that changes for you is the feature list, which gets longer.
Can I downgrade?
Yes, any time. Drop from Pro Plus to Pro, or from Pro to Free, in your billing settings. Effective the next billing cycle. You won't lose data — features specific to the higher tier just become unavailable until you upgrade back. (E.g., dropping from Pro Plus to Pro keeps your customer 360 records, but you can't take new payments through the platform until you re-upgrade.)
What's the money-back guarantee, exactly?
If you decide Aimee isn't right for you within the first 30 days of being a paid customer (i.e., month 4 — your first non-trial billing cycle), email us and we'll refund that month in full. No interrogation, no exit interview. We part as friends.
Are there setup fees? Onboarding fees? Implementation consultants?
No. Aimee onboards herself — point her at your inbox and she trains. We don't sell consulting hours, and we'd rather you spent that money on your own business.
Who we are.
Who builds aimee.crm?
Mango Dog Pty Ltd, an Australian-registered company. Built and supported from Australia. We pay Australian taxes. We follow Australian privacy and consumer law. More about the company →
Are you venture-funded?
No. We've chosen not to take outside investment. We grow at the pace our customers' trust grows, not at the pace someone else's spreadsheet demands. Small company, one product, long time horizon.
How do I get support?
Email support@aimeecrm.com. Real people. We aim for replies within one business day on Free, four hours on Pro, and one hour on Pro Plus (Australian business hours; rolling 24/7 for Virtual Employee outage incidents).
Still have questions? Try her.
30 days free, no credit card. The fastest way to find out if Aimee is right for your business is to use her for a week.
Start Your 30-Day Free Trial →