Frequently asked questions

Everything you need to know

Can’t find what you’re looking for? Reach our team at support@caseflowcrm.app.

Does CaseFlow work with any Shopify store?

Yes, CaseFlow works with all Shopify plans. Simply install from the Shopify App Store and connect your store.

Can I try it for free?

Yes, all plans include a 14-day free trial. No credit card required.

How does Shopify sync work?

CaseFlow automatically syncs your customers, products, orders, and store locations from Shopify. Pro syncs daily, Growth syncs weekly, and Starter uses manual sync.

Can multiple agents use the app at the same time?

Yes. You can invite agents and managers with different roles and permissions.

Is my data secure?

Yes. Data is protected with secure infrastructure, encryption in transit, and tenant-level isolation.

Can I export my data?

Yes. CSV export is available on Growth and Pro. Pro adds Excel export and a Full Data Export report (multi-sheet), plus 20 individual report types you can export.

What is AI Assist?

AI Assist is a Pro feature that can auto-categorize complaints, summarize threads, suggest replies, and analyze customer sentiment.

Can customers reply to their complaints?

Yes. Each complaint can include a customer portal link where customers can reply, attach files, and rate their experience.

What are SLA rules?

SLA rules let merchants set response and resolution targets by priority so teams can identify delays and breached complaints.

What is the Customer 360 View?

Customer 360 shows the customer’s complaint history, Shopify order history, total spend, CSAT ratings, and contact information.

Is there an annual plan?

Plans are billed monthly today — Starter $19, Growth $49, and Pro $99 per month. Annual billing with a 20% discount is coming soon. Every plan still starts with a 14-day free trial, no credit card required.

What is the self-service portal?

A no-login portal you can embed on your store or share as a link, where customers open new tickets and track existing ones by complaint code and email. It is available from the Starter plan, and Pro lets you fully brand it with your logo and colors.

Can one complaint cover multiple products?

Yes. A single ticket can include several products, each with its own issue details — useful for multi-item orders where more than one product has a problem.

How do branded emails work?

On Pro you can set a custom display name, reply-to address, subject prefix, and footer. Emails are always delivered from our verified domain, so there is no DNS setup on your side. Starter and Growth send standard notification emails.