Frequently Asked Questions About Relecca
Find detailed information about Relecca workspaces, security settings, customer feedback surveys, and English and Norwegian interfaces.
General Information
What is Relecca?
Relecca is a CRM and business management platform that connects customer management, contacts, leads, sales pipelines, tasks, calendar events, time tracking, products, web forms, an email inbox, task workflows, customer feedback surveys, and team management in one workspace.
Is Relecca only for sales teams?
No. Relecca supports sales teams, customer-facing teams, managers, business owners, and any organization that needs a connected workspace for customer and operational information.
What makes Relecca different from traditional CRM systems?
Traditional CRMs behave like static contact directories. Relecca brings customer profiles, visual pipelines, tasks, events, time tracking, email, and customer feedback surveys into a single connected workspace, with dashboards that reflect the records your team works on.
Does Relecca support multi-language workspaces?
Yes. Relecca is available in English and Norwegian. Each user can switch the interface language, and labels, buttons, messages, and notifications change to the selected language.
Product Features
Does Relecca include a sales pipeline?
Yes. Relecca supports table and Kanban sales views with customizable pipelines, stages, drag-and-drop movement, deal values, expected close dates, products, tasks, time, files, and activity history.
Can Relecca manage leads?
Yes. Leads can be searched, filtered, assigned, given a temperature (Hot, Warm or Cold), linked to activity, disqualified with a reason, and converted into a deal when they are ready.
How do customer feedback surveys work?
You build a survey with your own questions (rating, text, checkbox, or multiple choice) and choose when it is sent: when a deal is won, when it is lost, or manually, with an optional delay. Customers answer on a public response page, and Relecca can generate an AI summary of the responses so you can see what customers said without reading every answer.
Can we track client and project working hours?
Yes. Relecca has built-in time tracking. Users log time entries against customers, deals, or tasks, filter the entries, and export them to Excel (XLSX) for billing or payroll in the tool you already use.
Is there an import wizard to map existing database sheets?
Yes. The import wizard takes Excel (XLSX) files for companies and contacts. Download the template, map your column headings to CRM fields, and review past imports in the import history, where an import can be undone. Companies, contacts, leads, deals, and time entries can be exported to XLSX.
Security & Pricing
How is client data secured across organizations?
Each organization in Relecca has its own workspace, and users only see the organizations they belong to. Access inside an organization follows roles and per-module permissions. Every user can turn on two-factor authentication with an authenticator app (QR enrolment and recovery codes), admins can require it, and email one-time codes are used for verification.
Can teams customize dashboard layouts?
Yes. Users can add, remove, and rearrange dashboard widgets and save, rename, delete, and switch between layouts. Teams can also configure custom fields, pipelines, categories, statuses, event types, and task workflows.
Are roles and permissions customizable?
Yes. Admins can create roles and set view, create, edit, and delete permissions per module. Those permissions are applied across the app, so users only see the modules and actions their role allows.