FAQs Hub
Find answers to common questions about Reach, from features to onboarding.
What is Reach, and how does it work?

Reach is a powerful all-in-one CRM and marketing automation platform designed to help businesses streamline their customer relationships, lead generation, and sales processes. By offering tools for customer communication, sales funnels, email marketing, and more, we empower businesses to automate repetitive tasks and focus on growth.

What industries is Reach best suited for?

Reach is highly versatile and can be tailored to fit a wide range of industries, including real estate, healthcare, education, retail, fitness, professional services, and more. If you rely on leads, customer relationships, or automated marketing, Reach can help streamline and grow your business.

How is Reach different from other CRM platforms like HubSpot or Salesforce?

Unlike other platforms, Reach offers an all-in-one solution with automation, pipeline management, SMS/email marketing, and scheduling. It’s affordable, flexible, and fully customizable, eliminating the need for multiple tools.

Does Reach offer a free test period or demo?

Yes, we offer a free 14 day test period that allows you to test out the platform and see how it fits your business needs. If you’re interested in seeing Reach in action, you can also schedule a demo with one of our experts.

What kind of analytics does Reach provide?

Reach offers in-depth analytics and reporting features, allowing you to track campaign performance, customer engagement, sales funnel effectiveness, and more. Our reports are customizable, so you can focus on the metrics that matter most to your business.

Is Reach customizable to my business needs?

Absolutely! Reach allows you to fully customize funnels, workflows, communication automations, and even branding. Whether you need custom pipelines, templates, or integrations, our platform is designed to adapt to your specific business requirements.

Does Reach offer automation tools?

Yes, automation is one of Reach’s core features. You can automate email and SMS marketing campaigns, task assignments, customer follow-ups, and even appointment scheduling. Our automation tools are fully customizable and can save you significant time.

How does Reach help with lead generation?

Reach simplifies lead generation by offering a variety of tools such as landing pages, forms, and email capture that are fully customizable and integrated with your CRM. Once leads are captured, they automatically flow into the platform, where you can set up automated nurturing campaigns.

Can I manage my sales pipeline with Reach?

Yes, Reach offers robust sales pipeline management tools, allowing you to track leads, move them through different stages, and prioritize your follow-ups. You can also set custom workflows and reminders to ensure that no lead falls through the cracks.

How does Reach handle payments and invoicing?

Reach integrates with payment processors like Stripe, allowing you to create invoices and accept payments directly through the platform. You can also track payment statuses and automate follow-ups for overdue invoices.

Can I track customer interactions in Reach?

Absolutely. Reach allows you to log and track all customer interactions, including phone calls, emails, text messages, and appointments, so you can have a complete history of every lead or client.

What is the difference between Reach and traditional marketing automation tools?

Traditional marketing automation tools often require separate systems for CRM, email marketing, and lead management. Reach brings all of these capabilities under one roof, with additional features like SMS marketing, pipeline management, and payment integrations, making it a more comprehensive solution.

Does Reach support multi-location businesses?

Yes, Reach is ideal for businesses with multiple locations. You can manage all locations under one account, track individual location performance, and automate location-specific workflows.

What pricing plans does Reach offer?

We offer flexible pricing plans to suit businesses of all sizes. You can choose between monthly and annual billing, and there are no hidden fees. Contact us to learn more about our specific plans and find the one that’s right for you.

Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time. There are no long-term contracts, and we make it easy to transition out if needed. However, we’re confident that once you see how much time and effort Reach can save you, you’ll want to stay!

What happens to my data if I cancel my subscription?

If you choose to cancel your subscription, you’ll be able to export your data before your account is closed. We ensure that your business information and customer data are secure and accessible to you during the transition.

How can I upgrade my plan or add more features?

Upgrading your plan or adding features is simple. Just visit your account dashboard and select the plan that fits your business needs. You can also reach out to our support team for guidance on which features or plans are right for you.

What kind of customer support does Reach provide?

We offer comprehensive support through multiple channels, including email, chat, and our online help center. Our team is dedicated to helping you every step of the way, from onboarding to troubleshooting. For those who prefer more hands-on support, we also offer premium support packages.

Is onboarding provided, and how long does it take?

Yes, our Apex tier offers guided onboarding to help you set up Reach based on your business needs. If you are interested, please reach out now!

How easy is it to switch from my current CRM to Reach?

We’ve made switching to Reach as seamless as possible. Our onboarding team can help you migrate data from your existing CRM, and we offer step-by-step instructions to ensure a smooth transition.

Can I integrate Reach with my existing software?

Yes, Reach supports integrations with a wide range of third-party software, including popular platforms like Google Workspace, Facebook Ads, Stripe, QuickBooks, and more. We also offer API access for advanced integrations.

Is Reach customizable to my business needs?

Absolutely! Reach allows you to fully customize funnels, workflows, communication automations, and even branding. Whether you need custom pipelines, templates, or integrations, our platform is designed to adapt to your specific business requirements.

Does Reach offer mobile access?

Yes, Reach is fully accessible via mobile, allowing you to manage your business on the go. We offer a mobile app that includes key features like customer communication, lead tracking, and appointment scheduling.

How does Reach help with lead generation?

Reach simplifies lead generation by offering a variety of tools such as landing pages, forms, and email capture that are fully customizable and integrated with your CRM. Once leads are captured, they automatically flow into the platform, where you can set up automated nurturing campaigns.

How easy is it to switch from my current CRM to Reach?

We’ve made switching to Reach as seamless as possible. Our onboarding team can help you migrate data from your existing CRM, and we offer step-by-step instructions to ensure a smooth transition.

Is Reach secure?

Yes, Reach takes data security very seriously. We use encryption and other industry-standard security measures to protect your data. Additionally, you have full control over user access permissions within your organization.

What happens to my data if I cancel my subscription?

If you choose to cancel your subscription, you’ll be able to export your data before your account is closed. We ensure that your business information and customer data are secure and accessible to you during the transition.

How easy is it to switch from my current CRM to Reach?

We’ve made switching to Reach as seamless as possible. Our onboarding team can help you migrate data from your existing CRM, and we offer step-by-step instructions to ensure a smooth transition.