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Frequently Asked Questions

Find answers to the most common questions about Axiom.

Account & Billing

How do I create an Axiom account?

Creating an Axiom account is simple:

  1. Click the "Sign Up" button in the top right or bottom right corner of our website
  2. Enter your email address and create a password
  3. We will then send you an email with a link to complete your account registration
  4. After answering a few questions, your account will be created & you'll be prompted to login

Our onboarding process will guide you through the initial setup to help you get the most out of Axiom. See our First Steps Guide for detailed instructions.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express, Discover) as well Visa debit cards. For Enterprise customers, we can also accommodate invoicing and purchase orders. We use Stripe to process your payment information securely.

Can I switch between plans?

Yes, you can upgrade or downgrade your plan at any time from your account settings. When upgrading, the new pricing will be prorated for the remainder of your billing cycle. When downgrading, the new pricing will take effect at the start of your next billing cycle.

Features & Functionality

What CRM features does Axiom offer?

Axiom's CRM includes comprehensive contact management tools:

  • Lead scoring and qualification
  • Automated follow-up sequences
  • Task management and reminders
  • Activity logging (calls, emails, meetings)

How does Axiom's email marketing work?

Our email marketing platform enables you to create, send, and analyze email campaigns with ease:

  • Drag-and-drop email builder with professionally designed templates
  • Automated drip campaigns and sequences
  • A/B testing capabilities
  • Open, click, and conversion tracking
  • Email template management and reuse

Each plan includes a specific number of email sends per month, and additional sends can be purchased if needed. Check out our Email Templates guide for more information.

What analytics and reporting tools are available?

Axiom provides comprehensive analytics to help you make data-driven decisions:

  • Real-time dashboard with key performance indicators (KPIs)
  • Lead conversion tracking and analysis
  • Email marketing performance metrics (open rates, click rates, unsubscribe rates)

See our Dashboard Overview for more details about the analytics available.

Technical Support

How can I get support if I have questions or issues?

We offer multiple support channels depending on your plan:

  • Email Support: Available to all customers with 12-24 hour response time
  • Phone Support: Available to Enterprise customers
  • Knowledge Base: Comprehensive documentation available to all users
  • Video Tutorials: Step-by-step guides for common tasks

Enterprise customers also receive a dedicated account manager for personalized support.

Can I import my existing contacts and data?

Absolutely! Axiom makes it easy to import your existing contacts and data from various sources:

  • CSV file import with field mapping assistant
  • Direct integrations with popular CRMs (Salesforce, HubSpot, etc.)
  • API for custom data migration
  • Mailchimp and other email marketing platform imports

Our Professional and Enterprise plans include data migration assistance to help ensure a smooth transition. See our Adding Leads guide for detailed instructions.

How do I connect my email account to Axiom?

To send emails through Axiom, you'll need to connect your email account first. We support two primary methods:

  • Google OAuth: The quickest and most secure method for Gmail and Google Workspace accounts. Click "Connect Email" in your profile settings and follow the Google authentication prompts.
  • Custom SMTP Server: For AWS-hosted emails or other providers, enter your SMTP server details including server address, port, username, and password in the Email Settings page.

For more detailed instructions, refer to our First Steps Guide in the Knowledge Base.

Still have questions?

Our team is ready to help you get the most out of Axiom.