Help centre
Frequently asked questions
Everything you need to know about EIKR CRM, its features, subscriptions, security, integrations and support.
Getting started
EIKR CRM is an all-in-one client operations platform for managing sales, clients, projects, meetings, proposals, invoices, communication, automation and reporting.
No. You can create an account and begin using the free plan without entering payment details.
Most teams can create a workspace, invite users and add their first clients within a few minutes.
Yes. You can import client, organisation and deal data using supported CSV files.
CRM, projects and client work
Yes. Projects, tasks, deadlines, templates, team assignments and client delivery tracking are built directly into the CRM.
Yes. You can manage both organisations and individual contacts, including linked activity, notes, deals, meetings and files.
Yes. You can share a private client portal showing projects, progress, invoices and selected files without requiring the client to create an account.
Yes. Command + K search helps you quickly find clients, organisations, projects, invoices, pages and actions.
AI and meeting intelligence
AI features include follow-up drafting, call logging, pre-call briefs, deal guidance, company enrichment, meeting summaries, action items and natural-language analysis of CRM data.
Meeting Intelligence helps you store transcripts, generate summaries, extract decisions and action items, detect sentiment and link insights to the correct client timeline.
Yes. EIKR supports common transcript formats including TXT, VTT and SRT.
The AI Analyst lets you ask questions about pipeline, revenue, clients, risk, activity and performance using natural language.
Email, calendar and booking
Yes. EIKR supports Gmail and Outlook connections and can keep email activity linked to the correct client records.
Yes. You can draft, review and send emails directly from client and organisation records.
Yes. You can create booking links, send them to clients and manage scheduled meetings inside the CRM.
Yes. EIKR supports Google Calendar and Outlook calendar integration for connected meetings and events.
Proposals, invoices and payments
Yes. You can create proposals, share them through a client link and track whether they are viewed or accepted.
Yes. You can create PDF invoices, supported structured e-invoices, apply taxes, track status and provide online payment options.
Yes. Stripe payment links can be connected to invoices so clients can pay online.
Yes. EIKR includes subscription tracking and revenue metrics such as MRR and ARR.
Automation and integrations
Automations can create notes, email drafts, invoice drafts, reminders, calendar actions and Slack messages based on CRM events.
Yes. Workflow runs include execution summaries and clear completed, failed or review-required states.
Yes. Slack notifications can be sent for important events such as closed deals, paid invoices and accepted proposals.
Supported plans can use API and MCP access for approved integrations and custom workflows.
Pricing and accounts
EIKR uses plan-based company pricing with included user allowances. Some plans allow additional users for an extra monthly fee.
Yes. Workspace administrators can invite team members and manage their access.
Yes. You can upgrade or change your subscription as your company grows.
Yes. Paid subscriptions can be cancelled according to the applicable subscription terms.
Security and privacy
EIKR infrastructure is hosted within the European Union.
EIKR is designed around EU data-protection requirements and GDPR principles.
Yes. Supported plans include workspace roles and permissions for controlling access to business information.
Yes. Supported records and reports can be exported in formats such as CSV and Excel.
Support
You can contact the EIKR team by email at support@eikr.ee.
Migration assistance may be available depending on your current system, data format and selected plan.
Yes. EIKR Intelligence also develops custom business systems, integrations, automation and reporting solutions.
Still have a question?
Contact our team and we will help you find the answer.
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