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Frequently asked questions about product?

How to Get Started with Conversion Funnel?

We’re committed to your success from day one. To support your journey, we offer 24/7 email support and access to a comprehensive library of step-by-step tutorials designed to help you confidently navigate and make the most of our platform.

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What is Conversion Funnel and who is it for?

Conversion Funnel is a complete sales and marketing automation platform designed to empower entrepreneurs, coaches, consultants, and service-based businesses. Whether you're just launching your first funnel or scaling a six- or seven-figure agency, Conversion Funnel provides all the essential tools to automate operations, manage leads, and grow your business efficiently. The platform serves as your centralized hub for marketing, client acquisition, CRM, and business systemization.

How does Conversion Funnel improve business automation?

Conversion Funnel automates your lead generation, customer communication, and sales workflows through a smart, interconnected system. The platform can automatically capture leads through high-converting forms and funnels, follow up with prospects via personalized email, text, voicemail, and messaging, and allow clients to book appointments through an integrated calendar. It also manages your pipeline visually, so you can track progress and trigger follow-ups or internal tasks at key moments. This automation significantly reduces manual effort, shortens sales cycles, and boosts overall efficiency.

Is Conversion Funnel beginner-friendly?

Yes, Conversion Funnel is designed with ease-of-use in mind. Whether you're just starting out or have years of experience, you’ll find the platform intuitive and well-supported. It features an easy drag-and-drop builder, pre-built funnel and automation templates, and video tutorials that walk you through every major feature. In addition to these resources, users have access to a live onboarding session and a 4-week business launch bootcamp to help them get fully set up and profitable quickly.

What kind of support do I receive with my plan?

Every Conversion Funnel user receives 24/7 email support to ensure you can get help whenever you need it. Depending on your subscription level, you may also receive access to live onboarding calls, weekly coaching sessions, and a dedicated success specialist. The platform also provides a comprehensive help center with step-by-step tutorials, as well as a private Facebook community where users can connect with peers, share strategies, and receive real-time answers to questions.

How secure is my data with Conversion Funnel?

Your data security is a top priority. Conversion Funnel uses encrypted data storage and is compliant with industry-standard privacy regulations such as GDPR. All sensitive customer data is stored securely, and platform access can be protected with two-factor authentication. Team management features also allow for role-based access, ensuring that only authorized users can access specific sections of your business.

What integrations does Conversion Funnel support?

Conversion Funnel integrates natively with popular tools such as Stripe, PayPal, Google, Facebook, Twilio, Zoom, and Calendly. For even more connectivity, it supports Zapier, which enables integration with over 2,000 additional apps. This flexibility makes it easy to connect Conversion Funnel with your existing systems, CRMs, autoresponders, or project management tools without disrupting your workflows.

Do I need ClickFunnels or other tools if I use Conversion Funnel?

No, Conversion Funnel is designed to replace a wide variety of tools with one streamlined platform. It includes the functionality of ClickFunnels for funnel building, ActiveCampaign or Mailchimp for email marketing, Calendly for scheduling, Teachable for course delivery, and CRMs like HubSpot or Pipedrive. With everything managed from one dashboard, you reduce both complexity and monthly expenses, making your tech stack lighter and more manageable.

Can I cancel or upgrade my plan at any time?

Yes, Conversion Funnel offers full flexibility. You can cancel your subscription at any time without penalties or long-term commitments. You can also upgrade or downgrade your plan as your business needs evolve. Your data remains accessible during your subscription, and you can export your contact lists and other information before canceling if needed.

Can I migrate my current funnel or CRM into Conversion Funnel?

Absolutely. Conversion Funnel supports migration from platforms like ClickFunnels, Leadpages, or Kartra. You can import existing funnel templates and upload your contact lists via CSV. If you're on the Platinum plan, you also receive hands-on support from the team to help set up your CRM, pipelines, and automations according to your business structure.

Is Conversion Funnel mobile-friendly?

Yes, the platform is fully cloud-based and optimized for mobile devices. You can access your dashboard, view leads, respond to messages, and manage bookings directly from your smartphone or tablet, allowing you to run your business from anywhere at any time.

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