Yes, all subscriptions renew automatically but at different rates. For example, if you pay for Oomph CRM monthly, it will renew each month. If you're on the annual payment plan, then it will renew annually on the same date from when you started your subscription.
You have full access to everything in our free trial - every feature, every setting, and all functionality.
No, Oomph will recognise the duplicate records and will not import these twice. All other non-duplicates will be imported as normal.
The amount of users you can have using Oomph depends on your price plan. The Small Business Plan allows up to 5 users, the Medium Business Plan allows up to 10 users, and the Large Business Plan allows up to 50 users.
Yes. The example CSV template is available to download from the Import page which you can find by going into Settings and then clicking onto the Import tab at the top of the page.
Watch our YouTube tutorial on this here
Yes. Most areas in Oomph have a 'View Deleted' filter at the top of the page (usually next to 'Quick Search'). By switching this on, you can view all of your deleted items in that section. Deleted items can be restored by selecting all of the items (by clicking on all of the boxes that apply down the left hand side) and then clicking the restore button (the bin with an arrow) in the top right hand corner.
Watch our YouTube tutorial on this here
Click on the 'handshake' icon in the very top right hand corner. Select 'Create New Ticket' to create a new support ticket. You can also view your other support tickets here to monitor their status.
Watch our YouTube tutorial on this here
Click on your initials which are located in the top right hand corner and select 'Edit Profile'. Here, you can update your name, email address and phone number.
Watch our YouTube tutorial on this here
Click on your initials which are located in the top right hand corner and select 'Edit Profile'. Here, you can update your name, email address and phone number.
Watch our YouTube tutorial on this here
Click on the very top right icon (you should see your initials displayed here) and click 'change password'
Watch our YouTube tutorial on this here
You can import customer data, supplier data and product data into Oomph via a CSV file. We recommend using our templates to make the process as easy as possible. These are available in the Import tab within Settings.
No, there are zero card details required in order to start the Oomph free trial and at no point during the trial do we ask for these. At the end of the trial period we will notify you that the trial has now ended and in order to continue using Oomph your card details will need to be entered.
No, there isn't any downloading or installation required as Oomph is directly accessible via any internet browser. Oomph is a multi tenanted system which means that when you register a new account, you will create a unique domain/URL which will be your organisation's unique Oomph tenant domain.
It's important to note this down as this is what you will need to enter into your web browser in order to login. A great tip is to bookmark this unique domain address in your browser for quick and easy access to this in the future.
Take a few moments to have a nosey around the system to get familiar with how it works - you will quickly see a pattern emerge throughout. This makes Oomph easy to pick up as most of the areas work in similar ways.
You will notice that in most of the areas, there are ‘Setup’ pages (for example in Customers, there is a Customers Setup page). These pages are simply where you can add in data relevant to your business which then appears in drop-downs when entering data in that section. For example, in Customers Setup, you can create your Custom Fields here and they will appear in the form when adding a new customer.
Whilst it's great to start populating the setup pages to suit your preferences, it isn't entirely essential as there is also a shortcut to add these items when entering the data for the first time - simply type in the field on a standard page (ie. Customers) as normal, but click ‘add & save’. This will add the value into your field but also save it into your Customer Setup for future use.
Yes, you can completely change the appearance of Oomph to suit your company branding. Select primary, secondary and overlay colours as well as adding in your own company logo which will appear in the top left of the system, as well as on any exported documents (invoices, quotes, reports, etc.).
We take data security seriously and implement the best practices to keep your data safe at all times. Our databases are password protected, backed up daily and use data encryption where required. On top of this, we also have two-factor authentication in operation for users when logging in to prevent unauthorised logins.
Yes, you can cancel your subscription at any point by going into Settings > Subscriptions.
It costs one email credit to send one email to one customer. One email credit costs just £0.0005, so if you sent an email marketing campaign to 100 people, this would cost a total of £0.05 (100 email credits) in total. Credits can be purchased within Oomph with a minimum order quantity of 10,000 credits per order which is a total cost of £5 + VAT.