Help

LotsCRM help

Answers on workspaces, import, deals, your team, AI agents and billing. Ask AI in the dashboard reads the same answers.

What can I do with LotsCRM?

Manage contacts and companies, track deals through custom pipeline stages, record activities, assign follow-up tasks and see what needs attention in your Today view. Import contacts from CSV and export loaded contacts and companies.

What is a workspace?

A workspace is an isolated sales book for one business or client. It has its own contacts, companies, pipelines, deals, activity history and members. Workspace capacity is the unit you pay for.

Can I use my own AI agent?

Yes. Connect https://api.lotscrm.com/mcp in an agent that supports remote MCP, or integrate the REST API at https://api.lotscrm.com. Your agent can read CRM context and make changes within your workspace permissions. Step-by-step setup for Claude, ChatGPT, Claude Code, Codex and Cursor: https://lotscrm.com/mcp.

Can LotsCRM track people who signed up for my product?

Yes. Give them the User (signed up) stage and record signups, first payments and cancellations as system events from your AI agent or your own integration. The stage records product use, not marketing consent. We run LotsTech's own users this way.

Does LotsCRM send emails or messages?

No. LotsCRM is the record of your sales work. Your agent drafts and sends messages with the tools you already use, then logs each one in LotsCRM, so every conversation sits on the right contact and deal. Follow-ups you schedule appear in your Today view.

Do I need a subscription?

No. Choose a plan for included workspaces or pay as you go from credits, charged daily. Extra workspaces on a plan cost that plan’s own rate, shown on the plan cards. Contacts, companies, deals, pipelines and team members are unlimited.

Can I stop paying for a workspace I no longer need?

Yes. Archive a workspace you no longer need; it stops counting toward your plan. The workspace owner archives it in Settings. Nothing in it is deleted, and the owner can restore it for 30 days.

What happens if I run out of credits?

Plan-covered workspaces remain available. Unfunded workspaces become read-only: you can still read and export your data. Nothing is deleted. Add credits or change your plan to restore editing.

Can I control team access?

Yes. Workspace roles are owner, admin, manager, member and viewer. Viewers can read but cannot edit. Team and pipeline administration requires owner or admin access. Teammates sign in with a free Lots account.

Can I change or cancel my plan?

Yes. Existing paid subscribers manage their plan through Polar’s customer portal from Billing. Purchased credits never expire and are usable across Lots products.

Is my data safe?

Your data is encrypted and backed up every night, with a locked copy at a separate provider, and we test our restores. You sign in with Google or an email code, so there's no account password to steal. You can export your data and delete your account at any time. You can export your contacts to CSV whenever you like. How we protect it: www.lotstech.com/security

Is there an assistant in the dashboard?

Yes. Ask AI sits in the dashboard sidebar, and the full page is at https://agent.lotscrm.com. It works with your own role, so it can only do what you can do. Anything that sends or deletes shows a Confirm card first, and payments and credits stay in the dashboard.

How do I import contacts?

Go to Contacts > More > Import from CSV. Common export headers, such as a HubSpot export, are matched automatically, a single Name column is split into first and last name, and empty cells never blank an existing contact. Up to 5,000 rows and 1 MB per file; failed rows come back ready to retry.

Does it work with other Lots products?

Yes. Link a LotsCRM workspace to a LotsBusiness website, and each message from the site becomes a lead or is added to the matching contact. Your AI agent can also add a LotsInvoice customer straight from a LotsCRM contact.

Can I see which deals are stuck?

Yes. Each stage has a win probability for a weighted forecast, and a deal nobody touches for 7 days shows as quiet (you can choose 1 to 365 days). Deals are marked won or lost, and a lost deal needs a reason.

Will my agent contact people who opted out?

It shouldn't. When your agent prepares a follow-up, contacts marked opted out or do not contact come back flagged, with an instruction not to draft or send anything until someone on your team clears the restriction. LotsCRM itself never sends messages.

Can I try it free?

Yes. Eligible new accounts get 5,000 free credits, about a month of one workspace, with no card required.

Do LotsCRM plans include LotsNotes Pro?

Yes. The Pro and Business plans include LotsNotes Pro while the plan is active: unlimited LotsNotes workspaces and folders, and team members with roles, for the business context your AI agents read. Sign in to LotsNotes with the same email. Starter and pay as you go do not include it. On its own, LotsNotes Pro is $99.00, paid once. Details: https://lotsnotes.com/pricing