General Questions
Frequently asked questions about Custojo and its features
General Questions
This section addresses common questions about Custojo, its features, and general usage. If you don't find the answer you're looking for, please contact our support team.
About Custojo
What is Custojo?
Custojo is a comprehensive business management platform designed to streamline operations, improve productivity, and enhance collaboration across your organization. It combines project management, customer relationship management, invoicing, accounting, and many other essential business functions into a single, integrated solution.
Who is Custojo designed for?
Custojo is designed for businesses of all sizes, from freelancers and small businesses to large enterprises. It's particularly valuable for:
- Service-based businesses
- Project-oriented companies
- Teams that need collaboration tools
- Businesses looking to streamline operations
- Organizations seeking to digitize their workflows
What makes Custojo different from other business management software?
Custojo stands out with its:
- All-in-one approach: Combines multiple business functions that typically require separate software
- Customizability: Adapts to your specific business processes and workflows
- Scalability: Grows with your business from startup to enterprise
- User-friendly interface: Designed for ease of use without sacrificing functionality
- Integration capabilities: Connects with popular third-party tools and services
- AI-powered features: Leverages artificial intelligence to automate tasks and provide insights
Getting Started
How do I sign up for Custojo?
To sign up for Custojo:
- Visit www.custojo.com
- Click on the "Get Started" or "Free Trial" button
- Fill out the registration form with your details
- Verify your email address
- Set up your organization profile
- Invite team members (optional)
- Start using Custojo!
Is there a free trial available?
Yes, Custojo offers a 14-day free trial with full access to all features. No credit card is required to start the trial. This allows you to thoroughly test the platform and ensure it meets your business needs before committing to a subscription.
How long does it take to set up Custojo?
The basic setup can be completed in minutes. However, the time to fully configure Custojo depends on your specific requirements:
- Basic setup: 15-30 minutes to create an account and configure basic settings
- Team setup: 1-2 hours to add team members and set permissions
- Data migration: Varies based on the amount of data to import
- Workflow customization: 2-4 hours to customize workflows and processes
- Integration setup: 1-2 hours per integration, depending on complexity
Our onboarding team is available to help streamline the setup process and provide guidance tailored to your business needs.
Account Management
How do I add team members to my Custojo account?
To add team members:
- Log in to your Custojo account
- Navigate to "Settings" > "Team Members"
- Click "Add Team Member"
- Enter the team member's email address
- Assign appropriate roles and permissions
- Click "Send Invitation"
The team member will receive an email invitation to join your Custojo workspace.
Can I have multiple organizations under one account?
Yes, you can manage multiple organizations under a single Custojo account. This is particularly useful for consultants, agencies, or businesses with multiple entities. To switch between organizations:
- Click on your profile picture in the top-right corner
- Select "Switch Organization" from the dropdown menu
- Choose the organization you want to access
Each organization has its own settings, team members, projects, and data.
How do I change my password?
To change your password:
- Log in to your Custojo account
- Click on your profile picture in the top-right corner
- Select "My Profile" from the dropdown menu
- Navigate to the "Security" tab
- Click "Change Password"
- Enter your current password and your new password
- Click "Save Changes"
For security reasons, we recommend changing your password regularly and using a strong, unique password.
Features and Functionality
What modules are included in Custojo?
Custojo includes a wide range of modules to support various business functions:
- Project Management: Tasks, timelines, Gantt charts, and team collaboration
- CRM: Customer management, lead tracking, and opportunity pipeline
- Invoicing & Billing: Create, send, and track invoices
- Accounting: Track income, expenses, and financial reporting
- Time Tracking: Monitor time spent on projects and tasks
- Resource Management: Allocate and optimize team resources
- Document Management: Store, share, and collaborate on documents
- Reporting & Analytics: Generate insights from your business data
- HR Management: Employee records, leave management, and performance tracking
- Inventory Management: Track stock levels and product information
Additional specialized modules are available based on your subscription plan.
Can I customize Custojo to match my business processes?
Yes, Custojo is highly customizable. You can:
- Configure workflows to match your business processes
- Create custom fields for various entities (projects, contacts, etc.)
- Design custom forms for data collection
- Set up automation rules based on your specific requirements
- Customize dashboards and reports
- Configure notification preferences
- Create templates for recurring documents (invoices, proposals, etc.)
- Adjust user permissions and access controls
Our Enterprise plan offers additional customization options, including custom modules and branded interfaces.
Does Custojo work on mobile devices?
Yes, Custojo is fully responsive and works on all modern mobile devices. We also offer dedicated mobile apps for iOS and Android, providing a streamlined experience optimized for smaller screens. The mobile apps allow you to:
- Access your projects and tasks on the go
- Track time while working remotely
- View and update customer information
- Create and send invoices
- Approve requests and workflows
- Receive notifications in real-time
The mobile apps synchronize automatically with the web application, ensuring your data is always up to date across all devices.
Data and Security
Is my data secure with Custojo?
Yes, we take data security very seriously. Custojo implements multiple layers of security measures:
- Encryption: All data is encrypted both in transit (using TLS) and at rest
- Regular backups: Automated backups ensure your data is never lost
- Access controls: Role-based permissions restrict access to sensitive information
- Two-factor authentication: Optional 2FA adds an extra layer of security
- Compliance: We adhere to industry standards and regulations
- Security audits: Regular security assessments and penetration testing
- Data centers: Our infrastructure is hosted in secure, SOC 2 compliant facilities
We continuously monitor and update our security practices to protect your data against emerging threats.
Can I export my data from Custojo?
Yes, you can export your data from Custojo at any time. We provide various export options:
- CSV/Excel exports: Available for most data types (contacts, projects, invoices, etc.)
- PDF exports: For documents like invoices, reports, and proposals
- API access: For programmatic data extraction (available on higher-tier plans)
- Full data export: Request a complete export of all your organization's data
To export data, navigate to the relevant section (e.g., Contacts, Projects), look for the export option in the actions menu, and select your preferred format.
How often is my data backed up?
Custojo performs automated backups of your data:
- Daily backups: Full system backups are performed daily
- Point-in-time recovery: We maintain incremental backups throughout the day
- Retention period: Backups are retained for 30 days
- Geo-redundancy: Backups are stored in multiple geographic locations
These measures ensure that your data can be recovered in the event of any system issues or data corruption.
Billing and Subscription
What payment methods do you accept?
Custojo accepts various payment methods:
- Credit and debit cards (Visa, Mastercard, American Express, Discover)
- PayPal
- Bank transfers (for annual subscriptions)
- ACH direct debit (US customers only)
- Purchase orders (Enterprise plans only)
All payments are processed securely through our payment providers.
Can I change my subscription plan?
Yes, you can change your subscription plan at any time:
- Upgrade: When you upgrade, the new plan takes effect immediately. You'll be charged a prorated amount for the remainder of your current billing cycle.
- Downgrade: When you downgrade, the new plan takes effect at the end of your current billing cycle.
To change your plan:
- Go to "Settings" > "Billing & Subscription"
- Click "Change Plan"
- Select your new plan
- Confirm the change
What happens to my data if I cancel my subscription?
If you cancel your subscription:
- You'll maintain access to your account until the end of your current billing period
- After that, your account will be deactivated, but your data will be retained for 30 days
- During this 30-day period, you can reactivate your account by renewing your subscription
- After 30 days, your data will be permanently deleted from our active systems (though it may remain in backups for up to 90 days)
We recommend exporting any important data before canceling your subscription.
Support and Resources
How can I get help if I have questions or issues?
Custojo offers multiple support channels:
- Help Center: Comprehensive documentation, tutorials, and FAQs
- Email Support: Available to all customers at support@custojo.com
- Live Chat: Available during business hours for all paid plans
- Phone Support: Available for Premium and Enterprise plans
- Dedicated Account Manager: Assigned to Enterprise customers
- Community Forum: Connect with other Custojo users to share tips and solutions
Our support team is available Monday through Friday, 9 AM to 8 PM Eastern Time.
Do you offer training for new users?
Yes, we offer various training options:
- Free resources: Video tutorials, documentation, and webinars
- Onboarding sessions: Included with all paid plans
- Custom training: Tailored sessions for your team (additional fees may apply)
- Admin training: Specialized training for system administrators
- Advanced feature workshops: Deep dives into specific modules and features
Enterprise customers receive additional training options as part of their package.
Is there a community of Custojo users?
Yes, we have an active community of Custojo users where you can:
- Connect with other businesses using Custojo
- Share best practices and use cases
- Get advice on optimizing your workflows
- Discuss feature requests and product updates
- Participate in user events and webinars
You can join our community forum through the "Community" link in your Custojo dashboard or by visiting community.custojo.com.
Troubleshooting
The system seems slow. What can I do?
If you're experiencing performance issues:
- Check your internet connection: Run a speed test to ensure you have adequate bandwidth
- Clear your browser cache: Accumulated cache data can slow down web applications
- Use a supported browser: Ensure you're using the latest version of Chrome, Firefox, Safari, or Edge
- Close unnecessary tabs: Having too many browser tabs open can impact performance
- Check for browser extensions: Some extensions may interfere with web applications
- Try incognito/private mode: This can help identify if browser extensions are causing issues
- Contact support: If the issue persists, our support team can investigate further
I've forgotten my password. How do I reset it?
To reset your password:
- Go to the Custojo login page
- Click "Forgot Password"
- Enter the email address associated with your account
- Check your email for a password reset link
- Click the link and follow the instructions to create a new password
The password reset link is valid for 24 hours. If you don't receive the email, check your spam folder or contact support.
Why can't I access certain features?
If you can't access certain features, there could be several reasons:
- Permission settings: Your role may not have access to those features
- Subscription limitations: The feature may not be included in your current plan
- Beta features: Some features may be in beta and only available to selected users
- Regional availability: Certain features may not be available in all regions
- Account status: Features may be restricted if your account has billing issues
Contact your account administrator or our support team for assistance with feature access.
Still Have Questions?
If you couldn't find the answer to your question in this FAQ, please:
- Search the Help Center for more detailed information
- Contact our support team at support@custojo.com
- Use the live chat feature in your Custojo dashboard
- Check our Community Forum for discussions on similar topics
Our team is committed to providing timely and helpful assistance for all your Custojo-related questions.