FAQs
FAQs
FAQs
Questions? We’ve Got You.
Find quick answers to common questions about Cortivo’s features, plans, security, and more — all in one place.
General FAQs
What is Cortivo?
Cortivo is an all-in-one platform built to help service-based businesses attract leads, manage clients, automate follow-ups, and grow — all from one centralized system.
Can Cortivo replace other tools I’m using?
Depending on your needs, Cortivo can consolidate multiple tools — such as CRMs, email/SMS software, and calendar systems — into one streamlined platform to help reduce manual work.
Do I need technical skills to use Cortivo?
No. Cortivo is designed to be easy to use with intuitive tools, visual builders, and pre-made templates that make it simple to get started — even without tech experience.
Who can use Cortivo?
Cortivo is built for a wide range of service businesses, from consultants and agencies to wellness providers, real estate professionals, and tradespeople. If you manage leads, bookings, or client communication, Cortivo can help simplify your workflow.
Can I use Cortivo with a team?
Yes. Cortivo supports multiple users, so you can assign leads, manage conversations, and track tasks across your team with clear visibility and permissions.
What is Cortivo?
Cortivo is an all-in-one platform built to help service-based businesses attract leads, manage clients, automate follow-ups, and grow — all from one centralized system.
Can Cortivo replace other tools I’m using?
Depending on your needs, Cortivo can consolidate multiple tools — such as CRMs, email/SMS software, and calendar systems — into one streamlined platform to help reduce manual work.
Do I need technical skills to use Cortivo?
No. Cortivo is designed to be easy to use with intuitive tools, visual builders, and pre-made templates that make it simple to get started — even without tech experience.
Who can use Cortivo?
Cortivo is built for a wide range of service businesses, from consultants and agencies to wellness providers, real estate professionals, and tradespeople. If you manage leads, bookings, or client communication, Cortivo can help simplify your workflow.
Can I use Cortivo with a team?
Yes. Cortivo supports multiple users, so you can assign leads, manage conversations, and track tasks across your team with clear visibility and permissions.
What is Cortivo?
Cortivo is an all-in-one platform built to help service-based businesses attract leads, manage clients, automate follow-ups, and grow — all from one centralized system.
Can Cortivo replace other tools I’m using?
Depending on your needs, Cortivo can consolidate multiple tools — such as CRMs, email/SMS software, and calendar systems — into one streamlined platform to help reduce manual work.
Do I need technical skills to use Cortivo?
No. Cortivo is designed to be easy to use with intuitive tools, visual builders, and pre-made templates that make it simple to get started — even without tech experience.
Who can use Cortivo?
Cortivo is built for a wide range of service businesses, from consultants and agencies to wellness providers, real estate professionals, and tradespeople. If you manage leads, bookings, or client communication, Cortivo can help simplify your workflow.
Can I use Cortivo with a team?
Yes. Cortivo supports multiple users, so you can assign leads, manage conversations, and track tasks across your team with clear visibility and permissions.
Pricing questions
Are there any extra fees?
Cortivo’s core features are included in your selected plan. Certain services — such as SMS, email delivery, and AI-powered tools — may incur additional usage-based charges. These are transparently listed in your billing settings and only apply based on your actual usage.
How much does Cortivo cost after the trial?
Cortivo offers flexible pricing plans depending on your business needs. You can choose a plan that fits your usage, with optional add-ons available.
What’s included in the trial?
The free trial gives you access to Cortivo’s core features, including client and lead management, workflows, calendars, and unified inbox. Some features, such as SMS, email usage, or AI chatbot, may require separate setup or incur usage-based fees.
Does Cortivo offer a free trial?
Yes. Cortivo offers a 14-day free trial so you can explore the platform before committing.
Can I cancel or change plans later?
Yes. Cortivo does not lock you into long-term contracts. You can upgrade, downgrade, or cancel your subscription at any time through your account dashboard.
Do you offer refunds?
Because Cortivo offers a 14-day free trial, we do not offer refunds on paid plans. We encourage you to explore the platform during your trial to ensure it’s the right fit before subscribing.
Are there any extra fees?
Cortivo’s core features are included in your selected plan. Certain services — such as SMS, email delivery, and AI-powered tools — may incur additional usage-based charges. These are transparently listed in your billing settings and only apply based on your actual usage.
How much does Cortivo cost after the trial?
Cortivo offers flexible pricing plans depending on your business needs. You can choose a plan that fits your usage, with optional add-ons available.
What’s included in the trial?
The free trial gives you access to Cortivo’s core features, including client and lead management, workflows, calendars, and unified inbox. Some features, such as SMS, email usage, or AI chatbot, may require separate setup or incur usage-based fees.
Does Cortivo offer a free trial?
Yes. Cortivo offers a 14-day free trial so you can explore the platform before committing.
Can I cancel or change plans later?
Yes. Cortivo does not lock you into long-term contracts. You can upgrade, downgrade, or cancel your subscription at any time through your account dashboard.
Do you offer refunds?
Because Cortivo offers a 14-day free trial, we do not offer refunds on paid plans. We encourage you to explore the platform during your trial to ensure it’s the right fit before subscribing.
Are there any extra fees?
Cortivo’s core features are included in your selected plan. Certain services — such as SMS, email delivery, and AI-powered tools — may incur additional usage-based charges. These are transparently listed in your billing settings and only apply based on your actual usage.
How much does Cortivo cost after the trial?
Cortivo offers flexible pricing plans depending on your business needs. You can choose a plan that fits your usage, with optional add-ons available.
What’s included in the trial?
The free trial gives you access to Cortivo’s core features, including client and lead management, workflows, calendars, and unified inbox. Some features, such as SMS, email usage, or AI chatbot, may require separate setup or incur usage-based fees.
Does Cortivo offer a free trial?
Yes. Cortivo offers a 14-day free trial so you can explore the platform before committing.
Can I cancel or change plans later?
Yes. Cortivo does not lock you into long-term contracts. You can upgrade, downgrade, or cancel your subscription at any time through your account dashboard.
Do you offer refunds?
Because Cortivo offers a 14-day free trial, we do not offer refunds on paid plans. We encourage you to explore the platform during your trial to ensure it’s the right fit before subscribing.
Security questions
What measures does Cortivo take to ensure data encryption?
Cortivo uses industry-standard encryption protocols to help protect your data at every stage. All data is encrypted in transit using HTTPS (SSL/TLS), and stored data is protected at rest using secure cloud-based encryption methods. These measures are implemented through our underlying platform infrastructure to ensure confidentiality and security across communications, user accounts, and stored information.
How does Cortivo comply with international data protection regulations?
Cortivo is built on secure infrastructure that aligns with global data protection standards. Data is encrypted, access is permission-controlled, and user information is stored on trusted cloud providers. While Cortivo itself does not process or resell user data, it is your responsibility as the account owner to use the platform in a way that complies with local privacy laws, such as GDPR or Australia’s Privacy Act. We provide tools that support compliant practices, including data access controls, opt-in forms, and contact management features.
Can I control what my team sees within Cortivo?
Yes, Cortivo allows you to set granular access controls, ensuring that only authorized users within your organization can access or modify sensitive data. You can customize permissions based on roles, ensuring that team members have access only to the data they need for their specific tasks.
Who can access my information?
Only users you authorize within your account can access your business and client data. Cortivo does not share your information with third parties.
Is my data safe with Cortivo?
Yes. Cortivo is built on secure, cloud-based infrastructure with encrypted data transmission and storage. We follow industry-standard protocols to protect your information and regularly update our systems to maintain high security standards. Access controls and user permissions ensure only authorized users can view or manage your data.
What measures does Cortivo take to ensure data encryption?
Cortivo uses industry-standard encryption protocols to help protect your data at every stage. All data is encrypted in transit using HTTPS (SSL/TLS), and stored data is protected at rest using secure cloud-based encryption methods. These measures are implemented through our underlying platform infrastructure to ensure confidentiality and security across communications, user accounts, and stored information.
How does Cortivo comply with international data protection regulations?
Cortivo is built on secure infrastructure that aligns with global data protection standards. Data is encrypted, access is permission-controlled, and user information is stored on trusted cloud providers. While Cortivo itself does not process or resell user data, it is your responsibility as the account owner to use the platform in a way that complies with local privacy laws, such as GDPR or Australia’s Privacy Act. We provide tools that support compliant practices, including data access controls, opt-in forms, and contact management features.
Can I control what my team sees within Cortivo?
Yes, Cortivo allows you to set granular access controls, ensuring that only authorized users within your organization can access or modify sensitive data. You can customize permissions based on roles, ensuring that team members have access only to the data they need for their specific tasks.
Who can access my information?
Only users you authorize within your account can access your business and client data. Cortivo does not share your information with third parties.
Is my data safe with Cortivo?
Yes. Cortivo is built on secure, cloud-based infrastructure with encrypted data transmission and storage. We follow industry-standard protocols to protect your information and regularly update our systems to maintain high security standards. Access controls and user permissions ensure only authorized users can view or manage your data.
What measures does Cortivo take to ensure data encryption?
Cortivo uses industry-standard encryption protocols to help protect your data at every stage. All data is encrypted in transit using HTTPS (SSL/TLS), and stored data is protected at rest using secure cloud-based encryption methods. These measures are implemented through our underlying platform infrastructure to ensure confidentiality and security across communications, user accounts, and stored information.
How does Cortivo comply with international data protection regulations?
Cortivo is built on secure infrastructure that aligns with global data protection standards. Data is encrypted, access is permission-controlled, and user information is stored on trusted cloud providers. While Cortivo itself does not process or resell user data, it is your responsibility as the account owner to use the platform in a way that complies with local privacy laws, such as GDPR or Australia’s Privacy Act. We provide tools that support compliant practices, including data access controls, opt-in forms, and contact management features.
Can I control what my team sees within Cortivo?
Yes, Cortivo allows you to set granular access controls, ensuring that only authorized users within your organization can access or modify sensitive data. You can customize permissions based on roles, ensuring that team members have access only to the data they need for their specific tasks.
Who can access my information?
Only users you authorize within your account can access your business and client data. Cortivo does not share your information with third parties.
Is my data safe with Cortivo?
Yes. Cortivo is built on secure, cloud-based infrastructure with encrypted data transmission and storage. We follow industry-standard protocols to protect your information and regularly update our systems to maintain high security standards. Access controls and user permissions ensure only authorized users can view or manage your data.
Still exploring? Try it yourself.
If you’ve got more questions, the best way to find answers is by experiencing Cortivo firsthand — free for 14 days, no credit card needed.
Still exploring? Try it yourself.
If you’ve got more questions, the best way to find answers is by experiencing Cortivo firsthand — free for 14 days, no credit card needed.
Still exploring? Try it yourself.
If you’ve got more questions, the best way to find answers is by experiencing Cortivo firsthand — free for 14 days, no credit card needed.