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FAQS

❓ Frequently Asked Questions (FAQ)

1. I’m using other tools — can I migrate everything to Sorian CRM?

Yes. We support importing data from platforms like Mailchimp, Hubspot, GetResponse, Google Sheets, and more.
You just need to send your list or account details - the Sorian technical team will help you migrate everything for free.

2. Which tools can Sorian CRM replace?

Sorian CRM comes with all the essential features so you no longer need multiple separate tools. Specifically, it can replace:

- Mailchimp / GetResponse (Email Marketing)

- Calendly (Appointment Booking)

Hubspot / Google Sheets (CRM & Customer Management)

- ManyChat / Zalo OA (Chatbot & Customer Support)

- WordPress (Landing Pages & Website Builder)

- Google Data Studio (Revenue & Customer Behavior Reports)

3. Will I get support after signing up?

Yes! When you sign up, you’ll receive:

- 1–1 setup guidance via Zoom (during the first 14 days)

- Vietnamese tutorial videos that are simple and easy to follow

- Access to our Zalo support group for technical help & strategy

- Industry-specific implementation consulting (spa, education, real estate, online sales, etc.)

4. Can I cancel the service at any time?

Yes. Sorian CRM’s monthly plan has no contractual commitment. You can cancel or upgrade anytime.
If you choose the annual plan, you’ll receive additional technical support benefits and extra campaign templates.

5. Can I use Sorian CRM to offer services to my clients?

Absolutely! You can use the White-label CRM feature to create a fully branded system under your own name and resell it to your clients. It’s perfect for agencies, marketing consultants, coaches, and sales experts.

6. My team only has 1–2 people. Is Sorian still suitable?

Perfectly suitable! Sorian CRM helps you automate most of your marketing and customer-care tasks, so you don’t need a big team. Many of our users run everything smoothly with just one person (sometimes the business owner themselves) - yet the system still operates like a professional full-scale team.

7. Is my customer data secure?

Absolutely, Sorian CRM follows strict security standards - all data is encrypted and stored on a highly secure infrastructure. You have full control over your information, and no one can access it unless you grant permission.

8. Can Sorian integrate with other software?

Yes. Sorian CRM supports integration through Webhook, API, and comes with built-in connections to platforms like Facebook, Zalo OA, Google Calendar, VNPAY, Zapier, and more. If you need a custom integration, our technical team can help set it up for you.