Frequently Asked Questions

KLIKSY is a comprehensive agency management platform designed to help marketing and digital agencies streamline their operations. It brings together client management, campaign tracking, sales pipeline, invoicing, and team collaboration into one powerful, easy-to-use dashboard. Each agency gets their own isolated workspace with custom branding and dedicated database.

KLIKSY is built specifically for marketing agencies, digital agencies, creative studios, PR firms, and any service-based business that manages multiple clients and campaigns. Whether you're a small boutique agency or a large enterprise with hundreds of clients, KLIKSY scales to meet your needs.

Yes, all plans include a free trial period so you can explore KLIKSY and see how it fits your agency's workflow. During the trial, you'll have full access to all features included in your chosen plan. You can cancel before the trial ends and you won't be charged.

Yes, a credit card is required during signup to secure your account. However, you will not be charged during the free trial period. Your card is securely held by Stripe and will only be charged after the trial ends. You can cancel anytime before the trial expires and you won't be billed at all — no hidden fees, no surprises.

KLIKSY offers both monthly and annual subscription plans, processed securely through Stripe. Annual plans come with a discount compared to monthly billing. Your subscription automatically renews at the end of each billing cycle, and you'll receive an invoice via email for every payment.

Yes, you can cancel your subscription at any time from your billing settings. When you cancel, you'll continue to have access until the end of your current billing period. There are no cancellation fees or long-term contracts.

We accept all major credit and debit cards (Visa, Mastercard, American Express) processed securely through Stripe. Stripe ensures PCI-compliant payment processing, so your payment information is always protected.

We do not offer refunds on subscription payments. However, when you cancel your subscription, you will continue to have full access to your workspace until the end of your current billing cycle. For example, if your billing date is on the 15th and you cancel on the 20th, you can still use the platform until the 14th of the following month.

Yes! You can upgrade or downgrade your plan at any time from your billing settings. When you change plans, the system applies prorated charges automatically — you'll only pay the difference for the remaining time on your current billing cycle. No need to wait until the next billing date. All your data is preserved when changing plans.

All features are included in every plan — campaign management, client management, sales pipeline, invoicing, task management, reports & analytics, AI-powered insights, and the client portal. The difference between plans is the number of clients, storage capacity, and AI message quota. Choose the plan that fits your agency's size and scale up as you grow.

The number of clients depends on your plan. Each plan has a different client limit, and you can upgrade anytime if you need more. Set to unlimited on higher-tier plans. Contact our sales team for custom arrangements.

Yes! AI-powered insights are included in all plans. Use the AI assistant to analyze campaigns, get deal recommendations, generate reports, and chat about your business data. Each plan comes with a weekly AI message quota, and additional AI credit packages are available for purchase if you need more.

Absolutely! The sales pipeline is included in all plans. Track leads from first contact to closed deal with a visual Kanban board, automated deal scoring, sales forecasting, and per-rep performance tracking. Everything you need to manage your agency's sales process in one place.

Security is a top priority at KLIKSY. Each tenant gets a fully isolated database, meaning your data is completely separate from other organizations. We use industry-standard encryption for data in transit (TLS 1.3) and at rest (AES-256). Regular security audits and automated backups ensure your data remains safe and recoverable.

Your data is stored on secure cloud infrastructure with data centers that comply with international security standards. We use redundant storage across multiple availability zones to ensure high availability and disaster recovery. Backups are performed daily and retained for 30 days.

We take privacy seriously and are committed to complying with GDPR and other applicable data protection regulations. You have full control over your data, including the ability to export, modify, or delete it at any time. Our privacy policy outlines exactly how we collect, process, and protect your information.

You can reach our support team through the contact form on our website, or by emailing [email protected] directly. We strive to respond to all inquiries within 24 to 48 hours.

We provide email support for all plans with a response time of 24 to 48 hours. Our support team is available to help with any questions about the platform, account setup, billing, or technical issues. For custom or enterprise plans, dedicated support channels are available.

Yes, for Custom/Enterprise plan customers we offer custom development services including custom integrations, bespoke reporting, workflow automation, and tailored features specific to your agency's needs. Contact our sales team to discuss your requirements and get a quote.