You can easily import your clients via CSV or Excel using our Import Wizard located in the "Clients" module. Simply map your columns to our system fields and you're good to go in under 5 minutes.

Absolutely. Terravisa CRM uses bank-grade 256-bit SSL encryption. We are fully GDPR and PIPEDA compliant, ensuring your clients' sensitive data is protected with the highest security standards.

Yes, the Professional and Enterprise plans allow for full white-labeling. You can add your logo, brand colors, and even host the portal on your own custom subdomain (e.g., portal.youragency.com).

We will notify you when you reach 90% of your limit. If you exceed it, you can easily upgrade your storage plan in the billing section, or you will be billed for overages at a flat rate of $5 per 10GB per month.