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Frequently Asked
Questions

Everything you need to know about Docentus.

Getting Started

Docentus is an AI-native guided business management platform built specifically for small businesses with 1-20 employees. It brings clients, sales & billing, projects, tasks, and AI analytics into one unified system.

Small business owners and their teams who need powerful business tools without enterprise complexity. Whether you're a contractor, consultant, or service provider, Docentus adapts to your workflow.

Docentus is much more than a CRM. While it includes client management, it also covers projects, tasks, sales & billing, and AI analytics — all in one platform. It's a unified business platform, not a contact database.

Join the waitlist for early access. When we launch in Spring 2026, you'll be among the first to try the platform with founding member pricing.

Pricing & Billing

$75/user/month with everything included — all modules, all features, AI intelligence. Team discounts up to 30% bring additional seats as low as $52/user/month. Annual billing saves 2 months (pay for 10, get 12).

Yes! Every module comes with a 14-day free trial. No credit card required.

Absolutely. No long-term contracts. Cancel whenever you want.

Credit cards (Visa, Mastercard, Amex) and ACH bank transfers.

Yes. Contact us for details on our nonprofit pricing.

Platform & Features

At launch: Projects. Coming soon: Clients, Sales & Billing, Tasks, and AI Analytics.

AI is built into every module. It analyzes your data to surface insights, predict risks, identify opportunities, and automate routine reporting. No configuration needed — it works from day one.

Google Calendar and Microsoft Calendar sync at launch. More integrations coming based on customer feedback.

Yes. We support CSV imports for contacts, projects, and tasks. Our onboarding team will help with migration.

Security & Privacy

Yes. We use industry-standard encryption in transit and at rest. Your data is stored in SOC 2 compliant cloud infrastructure.

Data is stored in US-based cloud servers with redundant backups.

Yes. We are committed to data privacy and comply with GDPR, CCPA, and other applicable regulations.

Never. Your data is yours. We do not sell, share, or monetize customer data. Period.

Support

Email us at support@docentus.com. We respond within 1 business day.

Yes. Every new customer gets a guided onboarding session with our team.

Yes. We provide video tutorials, documentation, and live training sessions for teams.

Can't find what you're looking for?

Get in touch with our team. We're here to help.

Ready to Know and Grow?

Docentus launches Spring 2026. Join the waitlist for early access and founding member pricing.