FAQ

SJ CRM is a contact and business management tool built for small businesses, freelancers, and solo operators who need to keep track of people, jobs, and money without paying enterprise prices or sitting through training videos.

If you have customers, projects, equipment, or anything you need to keep organized in one place, SJ CRM gives you that.

Yes. Go to SJ CRM → Export/Import and upload a CSV file. The importer will let you map your CSV columns to SJ CRM fields (name, email, phone, business, notes, etc.) so your data ends up in the right place.

Most CRMs and address books can export to CSV, including Google Contacts, Outlook, HubSpot, Zoho, and spreadsheet apps.

Pricing is shown on the Pricing page. Plans are charged monthly or annually, with annual being cheaper per month.

Early Access subscribers keep their original price for life — if pricing ever changes, your rate doesn’t change with it.

Open your account menu and click Subscription. From there, click Manage Billing to open the secure customer portal where you can cancel any time.

If you cancel, your account stays active until the end of the period you’ve already paid for. You can export all your data before it ends — nothing is held hostage.

Instead of a free trial, SJ CRM has a 30-day money-back guarantee. Sign up, use it for real, and if it’s not right for you within the first 30 days, email support@sjnotebook.com for a full refund. No paperwork, no questions designed to talk you out of it.

This way you get to use the actual product on real data — not a stripped-down trial version.

Yes. Open Subscription from your sidebar and click Manage Billing to open the secure customer portal. Cancel any time with one click.

If you cancel, your account stays active until the end of the period you’ve already paid for. You can export all your data before then — nothing is held hostage.

All major credit and debit cards (Visa, MasterCard, American Express, Discover). Payment processing is handled by Stripe — your full card number never touches our servers.

Open Subscription from your sidebar, click Manage Billing, and update your payment method in the Stripe customer portal.

If your card is about to expire, Stripe usually sends you a reminder email a few days ahead.

The most common reasons:

• The card has expired or was reissued with a new number.
• The billing address on file doesn’t match what your bank has.
• Your bank flagged the charge as suspicious (often happens for first-time international charges).
• The card hit its limit.

The fastest fix is to call your bank, then update the card under Subscription → Manage Billing. If you’re stuck, email support@sjnotebook.com.

Contacts are people. Names, emails, phone numbers, addresses.

Businesses are companies or organizations. They can have many contacts attached.

For example, Jane Smith is a contact. Smith Plumbing LLC is the business. Jane is linked to Smith Plumbing as the owner. If Smith Plumbing also has an office manager, that person is a separate contact also linked to the same business.

Yes. Some people work with multiple companies, and SJ CRM doesn’t make you pick just one. Link a contact to as many businesses as makes sense.

Categories are structured — a contact belongs to one category at a time (Customer, Lead, Vendor, etc.).

Tags are loose. Stick as many tags on a contact as you want (vip, referral, holiday-card, prefers-text, etc.). Tags are flexible and searchable.

Use categories for the big picture. Use tags for the messy details that don’t fit a clean hierarchy.

Click Advanced Search in the sidebar (or use the search bar at the top of any list view). It searches across contacts, businesses, projects, items, and notes — all at once.

You can narrow results by type (only contacts, only projects) and by date.

A standard comma-separated CSV with a header row. The first row is column names, every row after is one contact.

You don’t need specific column names — the importer lets you map whatever columns you have to SJ CRM fields. Common columns: First Name, Last Name, Email, Phone, Business, Address, Notes.

If your file has special characters (accents, é, ö, etc.), make sure it’s saved as UTF-8. Excel sometimes saves as ANSI which can break those characters.

Yes, anytime. Go to Export/Import and choose what to export (contacts, businesses, projects, items, etc.) and the format (CSV or JSON).

Your data is yours. There is no “export ransom” if you cancel.

On US-based servers (Namecheap, Inc.) with HTTPS encryption in transit, password hashing at rest, and daily backups.

Each customer has their own isolated data — one customer can never see another customer’s contacts, businesses, or anything else.

No. Your data is never sold, mined, or used to train AI models. It exists only to provide your CRM service. Read the Privacy Policy for the full legal version.

Daily automated backups with 30 days of history. If something catastrophic happens on our end, your data can be restored to any point within the last 30 days.

You can also export your own data at any time as a personal backup.

Your account stays active until the end of the period you’ve already paid for. Before that end date, export everything you want to keep (Export/Import → Export).

After cancellation, your data is retained for 30 days in case you change your mind, then permanently deleted from production. Backup copies are purged within an additional 60 days.

Multi-user support depends on your plan. Solo plans are for one user. Team plans add additional seats. See the Pricing page for current limits.

Click your name in the top-right corner of any screen, then Edit Profile. Scroll to New Password, click Generate Password (or type your own), and click Update Profile.

Use a unique password — not one you reuse on other sites.

Click your name in the top-right corner, then Edit Profile. Update the Email field and click Update Profile.

You’ll get a confirmation email at the new address — click the link in it to finalize the change.

On the login page, click Lost your password? and enter your email or username. You’ll get a reset link by email within a few minutes.

If the email doesn’t arrive: check spam, then check that you’re using the email address associated with your CRM account (not a different one).

Yes. SJ CRM works in any modern mobile browser (Safari on iPhone/iPad, Chrome on Android). The interface adapts to small screens.

Native iOS and Android apps with offline sync are in active development — they’ll be a free addition for active subscribers when ready.

A native desktop app for Windows, Mac, and Linux is in active development — same idea as the mobile apps: distraction-free, offline-capable, syncs when you’re back online.

For now, the web app works on every desktop browser.

Any modern browser updated within the last 2 years: Chrome, Firefox, Safari, Edge, Brave, Opera. Internet Explorer is not supported (and Microsoft no longer supports it either).

For best results, keep your browser updated.

Email support@sjnotebook.com with:

• What you were trying to do
• What happened instead
• Which page/screen you were on (URL helps)
• Browser and OS (e.g. Chrome on Windows 11)
• Screenshot if possible

The same person who wrote the code reads every email. Bugs that affect multiple customers usually get fixed within a few days.

Reply to any email from us, or write to support@sjnotebook.com. Describe what you’re trying to accomplish and what you’d like to see.

The roadmap is shaped by what real customers actually ask for, not by what’s trending in tech blogs.

Email replies usually arrive within one business day. Urgent issues (something broken that’s blocking you) typically get a same-day response.

Support is handled by the same person who built the product, so you’re not bouncing through a script-reading first-tier agent.

Items tracks physical things: equipment, inventory, tools, hardware. Each item can have a name, serial number, location, condition, purchase date, and notes.

Useful for: tracking equipment loaned to clients, managing tool inventory across job sites, keeping a master list of company assets.

Health Profiles store medical and care information for contacts: medical history, current medications, allergies, emergency contacts, doctor info.

Useful for: caregivers managing aging parents, in-home care providers, schools tracking student health forms, anyone who needs medical context attached to a person.

Privacy note: Health information is sensitive. SJ CRM is not a HIPAA-covered platform. Don’t store regulated PHI for clinical use.

Rentals tracks rental properties and bookings. Each property has a name, address, amenities, and notes. Bookings link a contact to a property over a date range.

Useful for: short-term rental hosts, equipment rental businesses, vacation home managers, anything where you’re scheduling someone into a thing for a period of time.