Support

Stuck? Write to us.

A person reads every message. Teams on a paid plan hear back the same business day. Solo accounts hear back within two.

Help with the app

Sign-in, capture, imports, the iPhone and iPad app, anything that is not doing what you expected.

support@fidocrm.com

Sales and billing

Plans, seats, invoices, annual billing, or a question before you switch.

hello@fidocrm.com

When you write, tell us the email you sign in with and, if it helps, the company or deal you were looking at. A screenshot saves a round trip.

Signing in

Forgot your password. On the sign-in screen, choose Email me a sign-in link. The link is good for a few minutes and gets you straight in. Set a new password from Settings once you are there.

No account yet. Someone on your team has to invite you. Ask them to open Workspace, add you under People, and send you the invite link. It expires, so use it the same day.

Face ID on iPhone. Turn it on from the sign-in screen or from Settings. Your password stays in the phone's keychain and never leaves the device. If Face ID stops working, sign in with your password once and it will offer again.

Gmail and Calendar capture

Nothing is showing up. Capture runs about once an hour. Open Settings and check that Google shows as connected, then press Sync now. Only emails and meetings that match a company's domain or a person's address land on a record. Everything else is left alone.

The grant is read only. Fido asks for read access to Gmail and Calendar, and nothing more. It never sends mail, never edits or deletes a message, and never moves an event. You can disconnect from Settings at any time and it does not affect your sign-in.

An email landed on the wrong company. Open the thread on the record and use Move. Adding the correct domain to the company fixes the next one.

The iPhone and iPad app

Push notifications. Turn them on from Settings in the app. You can pick a morning summary and choose which deal events reach you. Silence them there or in iOS Settings.

It is out of date. Pull down on any screen to refresh. If a record still looks wrong, sign out from Settings and back in.

Something crashed. Tell us which screen and what you tapped. If you have TestFlight, the crash report reaches us on its own.

Your data

Import. Companies and people import from a CSV under Workspace. Column names are matched for you, and duplicates are caught on the way in.

Export. Every table exports to CSV from inside the app. No request form, no waiting.

Deleting your account. Email support@fidocrm.com from the address you sign in with. We confirm, export anything you ask for, and delete the account within thirty days. See the privacy policy for what is kept and for how long.

Security

If you think you have found a security problem, write to support@fidocrm.com with Security in the subject line. We read those first and we will tell you what we did about it.

Everything else

The questions people ask before they switch are on the front page. The pricing page has the full feature list. The terms and the privacy policy are written in plain words on purpose.