Frequently Asked Questions

Visit our signup page and complete the 3-step process: choose your industry vertical, select your account type (Individual Free, Individual Purchased, or business tiers from Very Small to Very Large), and create your credentials. You can also sign up with Google, GitHub, or LinkedIn. No credit card is required for the free tier.

Absolutely. We offer a live interactive demo where you can explore the full dashboard as an Admin, Team Member, or Manager. The Individual Free plan also gives you access to core features at no cost.

IdeaDunes supports 30+ industry verticals including Technology, Healthcare, Finance & Banking, Education, Retail & E-commerce, Manufacturing, Real Estate, Consulting, Media & Entertainment, Non-profit, Government, Hospitality, Legal, Logistics, Agriculture, and more. Each vertical comes with tailored business models, feature sets, and pricing configurations.

We offer 7 account types: Individual Free (basic personal use), Individual Purchased (enhanced personal features), Very Small Business (1-5 users), Small Business (6-25 users), Mid Business (26-100 users), Large Business (101-500 users), and Very Large Business (500+ users). Each tier includes progressively more modules, integrations, storage, and support levels.

Pricing is based on the combination of features, integrations, users, and services you need. Plans are available monthly or annually (with discounts). You can start with individual features and scale by adding modules, or choose a bundled package for your business model. Visit our pricing page for detailed breakdowns or explore by industry to see tailored plans.

Yes. You can upgrade or downgrade your plan at any time from your dashboard under Subscription management. Upgrades take effect immediately with prorated billing. Downgrades take effect at the next billing cycle.

Yes. For Large and Very Large businesses, we offer custom contracts including volume discounts, dedicated support, custom integrations, SLA guarantees, and on-premise deployment options. Contact our team for a tailored quote.

IdeaDunes includes: CRM (leads, contacts, accounts, opportunities, pipeline), Projects (boards, timelines, milestones), Tasks (Kanban, assignments, priorities), Calendar (scheduling, meetings, reminders), Files (document management, preview, sharing), Knowledge Base (categorized articles, search), Helpdesk (tickets, SLA tracking), Marketing (campaigns, automation), Invoicing (quotes, invoices, payments), Reports (dashboards, analytics), Team (collaboration, roles), Automation (workflows, triggers), Integrations (APIs, webhooks, 50+ connectors), and more.

Yes. The left sidebar dynamically shows only the modules available to your role and plan. Core modules like Tasks, Files, and Notifications are available to all users. Advanced modules like CRM, Marketing, and Automation are available based on your business tier and permissions.

Yes. IdeaDunes is a Progressive Web App (PWA) with offline capabilities. Key data is cached locally for access without internet connectivity. Changes sync automatically when connection is restored. You can install IdeaDunes on any device via your browser.

Yes. IdeaDunes supports multi-lingual interfaces and multi-currency billing. The platform includes i18n infrastructure for translations, and currency formatting adapts to user locale. Invoices, quotes, and pricing can be displayed in the customer's local currency.

Security is foundational. We implement: encrypted data at rest and in transit (TLS 1.3), two-factor authentication (2FA), role-based access control (RBAC), CSRF protection, session management with JWT tokens, input sanitization against XSS/SQL injection, rate limiting, audit logging, and regular security assessments. See our security practices page for details.

IdeaDunes is designed for compliance with GDPR, CCPA, SOC 2, and industry-specific requirements. We offer Data Processing Agreements (DPA), maintain transparent privacy practices, and provide tools for data export, deletion, and consent management. See our GDPR, CCPA, and SLA pages.

Yes. IdeaDunes supports cloud (SaaS), on-premise, and hybrid deployment models. On-premise deployment is available for Large and Very Large business tiers, providing full data sovereignty and network isolation. Contact our team for deployment planning.

IdeaDunes integrates with 50+ platforms including: Communication (Plivo, Twilio, SendGrid, Mailchimp), Payment (Stripe, PayPal, Razorpay), Storage (AWS S3, Google Drive, Dropbox), Calendar (Google Calendar, Outlook), Social (Facebook, LinkedIn, Twitter APIs), Dev Tools (GitHub, GitLab, Jira), Accounting (QuickBooks, Xero), and custom API webhooks. Visit our integrations page for the full list.

Yes. IdeaDunes provides a comprehensive REST API with JWT authentication, supporting CRUD operations on all modules. The API includes rate limiting, versioning, and webhook support for real-time event notifications. See our API documentation.

Navigate to Settings > Integrations > Webhooks in your dashboard. You can create webhook endpoints for events like new leads, deal status changes, task completions, and more. Each webhook includes a secret key for payload verification and supports retry logic for failed deliveries.

Yes. IdeaDunes supports Zapier and Make (formerly Integromat) for no-code automation workflows. You can trigger Zaps when events happen in IdeaDunes or push data from other apps into IdeaDunes. Pre-built templates are available for common workflows like syncing contacts, creating tasks from emails, and updating CRM records from form submissions.

API rate limits depend on your plan: Free (100 requests/hour), Individual Pro (500/hour), Starter (1,000/hour), Professional (5,000/hour), Business (10,000/hour), Business Plus (25,000/hour), and Enterprise (custom). Rate limit headers are included in every API response so you can monitor your usage.

Support levels scale with your plan: Free (community + knowledge base), Individual Purchased (email support), Business tiers (priority email + chat), Large+ (dedicated account manager, phone support, SLA guarantees). All users have access to our documentation hub and FAQ section.

Use the contact form, email us at support@ideadunes.com, or use the in-app helpdesk and chat features within your dashboard. For enterprise customers, your dedicated account manager is your primary point of contact.

Response times vary by plan and severity: Critical issues — Enterprise (1 hour), Business (4 hours), Others (24 hours). Standard requests — Enterprise (4 hours), Business (8 hours), Others (48 hours). Business hours are Monday–Friday 9 AM–6 PM EST, with 24/7 availability for Enterprise critical issues.

Yes. Our community forum is available to all users for peer-to-peer discussions, feature requests, tips and tricks, and troubleshooting. IdeaDunes team members actively participate and respond to questions. You can also find community-contributed templates, integrations, and workflow ideas there.

Visit the password reset page, enter your registered email address, and follow the instructions sent to your inbox. If you have two-factor authentication enabled, you will also need your recovery code or authenticator app. Password reset links expire after 1 hour for security.

Yes. IdeaDunes supports multi-account switching directly from the dashboard header. Click your profile dropdown and use the "Switch Account" section to toggle between saved accounts instantly. You can also add additional accounts via the "Add Another Account" link, which opens the login page with pre-filled credentials.

Go to Settings > Security > Two-Factor Authentication in your dashboard. You can enable 2FA via authenticator app (Google Authenticator, Authy), SMS verification, or email verification. We recommend using an authenticator app for the strongest security. Recovery codes are generated when you enable 2FA — store them securely.

Navigate to Settings > Account > Delete Account. You'll be asked to confirm the deletion and enter your password. Account deletion is permanent and removes all personal data within 30 days per our data retention policy. You can export your data before deletion from Settings > Data Export. Active subscriptions will be cancelled automatically.

Yes. Go to Settings > Profile to update your email address. A verification email will be sent to your new address for confirmation. Your existing email will continue to function until the new one is verified. Usernames can also be changed from the same settings panel, subject to availability.

IdeaDunes supports CSV imports for contacts, leads, accounts, deals, and tasks. Navigate to the module you want to import into, click "Import" and follow the field-mapping wizard. We also offer guided migration from Salesforce, HubSpot, Zoho, Pipedrive, and other major platforms. See our migration guide for step-by-step instructions.

Yes. Every module supports CSV export with customizable field selection. You can also use the bulk export tool under Settings > Data Export to download all your data at once. API access is available for programmatic data extraction. Enterprise customers can schedule automated exports to external storage (AWS S3, SFTP).

Cloud-hosted IdeaDunes instances receive automated daily backups with 30-day retention. Business and Enterprise plans include hourly incremental backups and the ability to request point-in-time recovery. On-premise deployments include backup scripts and documentation for integration with your existing backup infrastructure.

After cancellation, your data is retained for 30 days in a read-only state, allowing you to export or reactivate. After 30 days, all data is permanently deleted per our data retention policy. We send reminders at 7, 14, and 28 days before deletion. Enterprise customers can negotiate custom retention periods.

IdeaDunes automation engine supports: lead assignment rules, deal stage progression triggers, task auto-creation from templates, email follow-up sequences, notification rules, SLA escalation workflows, data validation rules, scheduled reports, and custom webhook-based workflows. Business+ plans unlock advanced multi-step automation with conditional branching.

Go to Dashboard > Automation > Create Workflow. Choose a trigger event (e.g., "New Lead Created"), add conditions (e.g., "Lead Source = Website"), and define actions (e.g., "Assign to Sales Team, Send Welcome Email, Create Follow-up Task"). You can test workflows in draft mode before activating them.

Yes. IdeaDunes includes 20+ pre-built templates for common scenarios: Lead Nurture Sequence, Deal Won Celebration, Overdue Task Escalation, New Customer Onboarding, Quarterly Review Reminder, Invoice Follow-up, Support Ticket SLA Breach, and more. Templates can be customized or used as-is with one-click activation.

IdeaDunes is a Progressive Web App (PWA). On your mobile browser, visit the IdeaDunes website, then use your browser's "Add to Home Screen" option (the share button on iOS Safari, or the install prompt on Android Chrome). The app will appear as a native icon on your home screen with full offline support.

The mobile-responsive dashboard provides access to all core features — CRM, tasks, calendar, notifications, files, and messaging. Some advanced features like report builder and bulk operations are optimized for larger screens. Push notifications keep you updated on important events even when the app is running in the background.

Yes. The PWA caches your most recent data including contacts, tasks, and calendar events for offline access. You can view, create, and edit records offline. All changes synchronize automatically when your connection is restored, with conflict resolution for simultaneous edits.

Yes. Business and Enterprise plans include custom field creation for any module — add text, dropdown, date, currency, formula, and relationship fields. You can also customize record layouts, list views, and detail page arrangements to match your team's workflow preferences.

Yes. Navigate to Settings > Branding to upload your company logo, set brand colors, and customize the dashboard appearance. Business+ plans can also white-label the platform with custom domain names, email sender addresses, and client-facing portal branding.

Go to Dashboard > Customize. You can add, remove, resize, and rearrange dashboard widgets including charts, KPI cards, activity feeds, calendar, tasks, and pipeline views. Each team member can have their own personalized dashboard layout. Admins can also create shared team dashboards.