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Frequently Asked Questions

We'll help you save countless hours on manual data entry and aggregate all the data you need to focus on closing deals quickly and seamlessly

What types of businesses can benefit from WellPlan?

WellPlan is ideal for businesses of all sizes—from startups to large enterprises—seeking to streamline CRM, sales, and marketing operations in one integrated platform.

How does WellPlan replace other tools?

WellPlan consolidates CRM, marketing automation, appointment scheduling, and VoIP communication into a single platform, eliminating the need for multiple separate tools.

Is there a free trial available, and what does it include?

Yes, WellPlan offers a 10-day free trial with access to all features, allowing you to fully evaluate its benefits before committing.

Is my data safe with WellPlan?

Yes, data security is a top priority. We use the latest encryption standards and follow stringent data protection regulations to ensure that all your data remains secure and private.

What kind of support can I expect if I encounter an issue?

We offer asynchronous customer support through multiple channels, including live chat, email, and phone. Additionally, our online support portal is available with guides, tutorials, and troubleshooting articles. We will fully roll out our guides and full support once we are done with our soft launch in Q4 2024.

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Well Plan

1209 MOUNTAIN ROAD PL NE STE R, Albuquerque NM 87110

(505) 509-0815

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