Support
Frequently asked questions.
Answers about Tradeflow, reminders, privacy and self-hosting.
Is Tradeflow CRM really free to use?+
Yes. Customers, orders, tasks and web reminders are all free. We fund the product through the recommended-tool modules: when you sign up for a partner CRM through our links, we may earn a commission at no extra cost to you.
How do task reminders work?+
Turn on Reminders in the dashboard. While the page is open, Tradeflow checks your tasks regularly: tasks entering the advance window pop up “Due soon”, overdue tasks pop up “Overdue” — both in the bottom-right corner. Desktop notifications are optional.
Is my customer data private?+
Yes. Workspaces are isolated per account and stored on a secure server database. We never sell or share your data.
Which languages are supported?+
English by default, Chinese (中文) available with one click in the top bar.
Can I use Tradeflow alongside another CRM?+
Absolutely. Many export teams use Tradeflow as a lightweight relationship ledger next to heavier platforms such as HubSpot or Pipedrive. The records are yours.
What is the difference between Tradeflow and the tools in the comparison table?+
The compared tools are third-party SaaS CRMs for sales teams. Tradeflow is a lightweight, free, self-hostable export relationship desk — no credit card, no per-seat pricing, and your data stays on your own server.
Can I deploy it on my own server?+
Yes. The project is open on GitHub and deploys to Vercel in minutes — or any Node.js server behind nginx. Backups are as simple as exporting the database.
How do I export my data?+
The admin panel (hidden from search engines) provides one-click CSV export of all registered users. Workspace records live in your own database.
Where is the blog?+
Blog content is managed on WordPress and linked from the footer — connect your WordPress REST API in the environment settings to show posts here automatically.