Communication Policy

At The Tool CRM, we believe that efficient, transparent, and respectful communication is the foundation of a successful relationship with our clients. We are committed to ensuring that every interaction you have with us is smooth and informative. This Communication Policy outlines our approach to communication, the methods we use to interact with our clients, and what you can expect from us when seeking support, updates, or general information.
Whether you are reaching out for support, receiving updates about new features, or engaging with us for business purposes, we aim to provide clear, consistent, and prompt communication. We also define guidelines for user responsibilities and expectations to foster a mutually beneficial relationship.
1. Purpose
The purpose of this Communication Policy is to:
  • Ensure transparency in our communication methods and practices.
  • Establish guidelines for how and when we communicate with our users.
  • Define user responsibilities in facilitating effective communication.
  • Set expectations for response times, channels of communication, and escalation procedures.
  • Promote a culture of professionalism and respect in all forms of interaction between The Tool CRM and its users.
This policy applies to all users of The Tool CRM, including clients, partners, and other stakeholders.2. Communication Channels
To provide a seamless user experience and ensure that our clients can always reach us easily, we use a variety of communication channels. These channels are selected based on the nature of the communication and the urgency of the matter. Here’s an overview of the main communication methods we employ:
1- Email
  • Support & Issue Resolution: Email is one of our primary channels for handling support inquiries and account-related issues. You can expect email responses for questions regarding billing, troubleshooting, or general inquiries.
  • Notifications & Updates: Important announcements, system maintenance alerts, and updates about new features are also communicated through email.
  • Marketing & Promotional Offers: We send marketing communications, including newsletters, special offers, and event invitations, via email. Users can manage their subscription preferences from their account settings.
2- Phone Support
  • Direct Support Line: For issues that require immediate attention or are complex in nature, our phone support is available during business hours. Phone support allows for in-depth conversations to resolve issues more effectively.
  • Call-back Service: If our lines are busy, we offer a call-back option where our team will return your call within 24 hours on business days.
Please note that sensitive data, such as login credentials or payment information, should not be shared over the phone. For security reasons, these communications will be handled through secure methods.
3- In-App Messaging
  • Real-Time Support: In-app messaging provides a quick way to reach our support team directly from within the CRM platform. It’s particularly useful for questions about specific features or to get immediate assistance while using the platform.
  • Guidance & Troubleshooting: Our support team is available through in-app messaging to guide you through technical issues, offer feature explanations, and provide tips for maximizing your use of the platform.
  • Response Time: We aim to respond to all in-app messages within a few business hours, depending on the complexity of the query.
4- SMS Notifications
  • Important Alerts: In some cases, such as security alerts, upcoming subscription renewals, or critical system updates, we may use SMS to communicate. These alerts are reserved for high-priority matters and will not be used for marketing purposes unless explicitly permitted.
  • Appointment Reminders: If your subscription plan includes features for appointment scheduling or event management, SMS reminders may be sent to you and your customers.
Users can manage their SMS preferences through their account settings, but opting out of essential notifications may affect account security and functionality.
5- Social Media
  • Customer Support: You can contact us through our official social media channels for general inquiries or comments. We monitor these platforms to assist users with basic questions and engagement.
  • Limitations: Please note that for security reasons, we will not handle sensitive account-related issues over social media. For such matters, we recommend using more secure channels such as email or phone support.
6- Live Chat
  • Immediate Assistance: Our website features a live chat option for users seeking immediate help. This is useful for addressing minor queries, technical difficulties, or navigating the platform.
  • Escalation: If the issue cannot be resolved through live chat, it will be escalated to email or phone support, where a more detailed follow-up can be provided.
  • Availability: The live chat service is operational during business hours. Outside of these hours, you may leave a message, and our team will respond as soon as possible.
7- Help Center & FAQs
  • Self-Service Resources: Our online Help Center provides a wealth of resources, including FAQs, step-by-step guides, and troubleshooting tips. These resources are available 24/7 and can be accessed directly through our platform.
By offering multiple communication channels, we aim to make it as convenient as possible for users to get the help they need when they need it.
3. Response Time Guidelines
We understand the importance of timely responses, and we make every effort to respond to all inquiries as quickly as possible. Our response times vary based on the communication channel and the complexity of the issue:
1 Support Tickets
  • Standard Response Time: We aim to respond to all support tickets within 24 business hours. In cases where additional investigation is required, we will keep you informed of the status and expected resolution time.
  • Urgent Issues: Critical issues, such as system outages or billing errors, are prioritized, and we aim to address them within 12 business hours.
2 Emails
  • General Inquiries: Responses to general inquiries are typically provided within 24-48 business hours, depending on the complexity of the issue.
  • Account-Related Issues: For account-related issues, such as billing questions or subscription changes, we aim to respond within 24 hours.
3 Phone Support
  • Immediate Assistance: We aim to answer or return phone calls within the same business day. If immediate resolution is not possible, a follow-up will be scheduled for the next business day.
  • Complex Issues: For more complex issues that require escalation to technical teams, we will provide an estimated time for follow-up once the issue has been thoroughly investigated.
4 In-App Messaging & Live Chat
  • Real-Time Assistance: In-app messages and live chat requests are typically answered within a few hours during business hours. If the issue cannot be resolved in real-time, we will follow up via email or phone to ensure complete resolution.
5 SMS
  • Critical Alerts: SMS notifications are sent in real-time for urgent matters, such as security alerts or appointment reminders. For any follow-up required from these messages, we recommend responding via email or phone.
6 Help Center & FAQs
Our Help Center is accessible at any time, allowing users to find answers to common questions, guides, and other resources on their own schedule. The platform is designed to support self-service troubleshooting, making it easier for users to resolve issues without waiting for a response from our support team.
4. User Responsibilities
While we are committed to providing prompt and effective communication, we also expect users to take certain steps to facilitate smooth interaction. Below are the responsibilities that users must adhere to:
1 Provide Accurate Contact Details
It is the user’s responsibility to ensure that their contact information, including email address, phone number, and other relevant details, is up-to-date. This allows us to send you important updates, respond to inquiries, and notify you of any changes or issues related to your account.
2 Monitor Communication Channels
We encourage users to regularly check their email inbox, in-app notifications, and other preferred communication channels to stay informed about important updates, billing notices, and responses to support requests. Failure to monitor communication channels may result in delays in issue resolution or missed important notices.
3 Respond in a Timely Manner
If we request additional information or clarification to resolve an issue, it is important that users respond promptly. Delayed responses from users can prolong the resolution process, especially for technical issues that require further investigation.
4 Maintain Professional Conduct
We strive to maintain a respectful and professional tone in all our communications, and we expect the same from our users. Inappropriate, abusive, or offensive communication will not be tolerated. Any user engaging in such behavior may have their account suspended or terminated.