Frequently Asked Questions

Connecting your accounts is simple. Once you log in, navigate to 'Integrations' in your settings. You'll find step-by-step instructions for each portal. Usually, it involves setting up an email auto-forward or granting API access via your portal credentials.

No, there are zero setup fees. Doorstep is designed for self-service onboarding. You can get up and running in under 10 minutes. For larger agencies, we offer free guided onboarding calls to ensure your team is trained.

At the end of your trial, you'll be prompted to enter your payment details to continue using the Pro features. If you choose not to upgrade, your account will be paused. We don't charge anything automatically unless you explicitly select a plan.

Yes, Doorstep is a month-to-month service. You can cancel your subscription at any time from your account settings without any penalties or long-term contracts.

Security is our top priority. We use bank-level AES-256 encryption for all data at rest and TLS for data in transit. We are fully GDPR compliant and never sell your lead data to third parties.

Yes! We have native integrations with major CRM providers. Even if we don't have a direct integration, you can use our Zapier app or Webhooks to push lead data into almost any system.