FAQs

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FAQs

Have Any Questions on your minds!

We know choosing the right software can raise a lot of questions. That’s why we’ve put together answers to the most common ones

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General Questions

1. What is COPTIMAS?

COPTIMAS is an agentic workspace that unifies CRM, team collaboration, project management, and AI-powered automation in one intelligent platform—helping businesses work faster and smarter.

2. What does “agentic workspace” mean?

An agentic workspace is a next-generation business platform where AI agents actively collaborate with your team—making decisions, automating tasks, and acting on your behalf based on real-time data.

3. Who is COPTIMAS designed for?

COPTIMAS serves startups, agencies, SMBs, and enterprises looking to streamline client management, internal collaboration, and operational workflows using AI and automation.

4. Do I need technical skills to use COPTIMAS?

No. COPTIMAS is built for non-technical users. Its intuitive interface and no-code AI agent builder let anyone set up automations and manage workflows without coding.

5. Can I use COPTIMAS on mobile?

Yes! COPTIMAS is fully responsive and works seamlessly on smartphones and tablets, with a dedicated mobile experience for key actions like messaging, task updates, and CRM access.

Privacy & Support

1. Is my data secure in COPTIMAS?

Yes. We use bank-grade encryption (AES-256), secure authentication (2FA/SSO), and host data on AWS with regular security audits. Enterprise plans include SOC 2-aligned controls.

2. Where is my data stored?

You choose your data region during setup—either the EU (Frankfurt) or US (Virginia)—ensuring compliance with local privacy laws like GDPR or CCPA.

3. Who owns the data I input into COPTIMAS?

You retain full ownership of all your data, including contacts, messages, documents, and AI agent training content. You can export or delete it anytime.

4. What support channels are available?

Support includes email (all plans), live chat (Pro+), and dedicated account managers (Business & Enterprise). Response times range from 24–48 hours based on your plan.

5. Do you offer onboarding or training?

Yes! Every paid plan includes a free 30-minute onboarding session. Enterprise customers get a full implementation roadmap, custom training, and ongoing success check-ins.

Pricing Package

1. Is there a free trial?

Yes—try COPTIMAS free for 14 days with full access to CRM, collaboration, 1 AI agent, and Zapier integration. No credit card required.

2. How is pricing structured?

Pricing is per user/month, with four tiers: Starter ($19), Pro ($49), Business ($99), and Enterprise (custom). Annual billing saves 20%.

3. What’s included in the Pro plan?

The Pro plan (our best value) includes unlimited contacts, 5 AI agents, Make.com + n8n integrations, custom branding, priority support, and advanced reporting.

4. Can I change or cancel my plan anytime?

Yes. You can upgrade, downgrade, or cancel at any time. Changes take effect at the end of your current billing cycle—no long-term contracts.

5. Are there any hidden fees?

No. All plans include core features like CRM, task management, file sharing, and automation. AI agent limits and premium integrations scale with your plan—no surprise charges.