Question 1

Do I need a credit card to start the free trial?

Accepted Answer

No, you do not need a credit card to start your 30-day free trial. Simply sign up and start exploring all features immediately.

Question 2

What happens after the 30-day trial ends?

Accepted Answer

After your trial ends, you can choose to upgrade to a paid plan to continue using premium features. Your data remains intact, and you'll still have access to core features. Simply upgrade through your billing page when you're ready.

Question 3

Can I upgrade or downgrade my plan later?

Accepted Answer

Yes! You can change your plan at any time. Upgrades take effect immediately, and downgrades will apply at the start of your next billing cycle. Any differences are prorated accordingly.

Question 4

Will my data be deleted if I don't upgrade after the trial?

Accepted Answer

No, your data will never be deleted. After the trial expires, premium features become inaccessible, but your data remains safely stored. You can upgrade at any time to regain access to all features.

Question 5

How secure is my data?

Accepted Answer

We take security seriously. All data is encrypted in transit and at rest. We use industry-standard security practices, role-based access controls, and maintain comprehensive audit logs. Your data is stored in secure, compliant data centers.

Question 6

Can multiple team members use the platform?

Accepted Answer

Yes! You can invite unlimited team members to your organisation. Each user can be assigned specific roles (Admin, Program Manager, Field Worker, Finance Officer, M&E Officer, etc.) with granular page-level permissions based on their responsibilities.

Question 7

What is the Data Capture module?

Accepted Answer

Data Capture lets you build dynamic forms with branching logic, validation rules, calculated fields, and public survey links. It supports longitudinal studies with multiple timepoints and maps directly to your M&E indicators for automatic reporting.

Question 8

What is Program Management?

Accepted Answer

The Program Management hub lets you manage participants, timesheets, service plans, teams, budgets, payment escalations, and MPT monitoring, all in one centralised location with role-based access.

Question 9

Can I track partner organisations?

Accepted Answer

Yes, the NGOs / Partners module acts as a CRM where you can manage partner organisations, track their operational challenges and wishlists, record engagement statuses, and map them to their respective projects and provinces.

Question 10

How does Community Intelligence work?

Accepted Answer

Community Intelligence turns recorded community sessions, interviews and documents into evidence. It builds themes, sentiment, needs, assets and recommendations, removes names and identifiers automatically, and links every insight back to its source.

Question 11

Can I choose which features my organisation uses?

Accepted Answer

Yes! During onboarding, you select which modules to enable. You can update your feature selection anytime from Settings. Only enabled modules appear in your navigation, keeping the interface clean and relevant.

Question 12

Do you offer training or support?

Accepted Answer

Yes, we offer a comprehensive in-app tutorial, guided tours, an in-app assistant, video tutorials (coming soon), and email support for all plans. Enterprise customers receive priority support and optional onboarding assistance.

Question 13

Can I export my data?

Accepted Answer

Absolutely. You can export data in CSV, PDF, DOCX, and Excel formats from most modules. smart report generation creates professional board reports and M&E summaries with one click.

Question 14

Is there a mobile app?

Accepted Answer

Our platform is fully responsive and works great on mobile devices through your web browser. Field workers can access the system on tablets and smartphones without needing a separate app.

Question 15

What payment methods do you accept?

Accepted Answer

We accept credit/debit cards and EFT (bank transfer) via PayFast. Enterprise customers can also arrange for invoice-based billing.

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