Frequently asked questions

One-time purchase, equipment, license, maintenance, data, languages, integrations, support and moving to new equipment.

Purchase and maintenance

What does “buy once” mean?
You pay for a perpetual license and the equipment; there are no monthly fees. Maintenance and service (updates, fixes, support and the channels that run through Zevli Connect) is included the first year and costs 475 USD per year from the second. If you do not renew it, the CRM keeps working on your equipment.
What does maintenance and service include?
New versions, fixes and support. The first year is included; from the second it costs 475 USD per year. Without renewal, the CRM, the data and the channels that run through Zevli Connect keep working on your equipment; you only stop receiving versions and fixes.

The equipment

What is the equipment?
An x86 mini PC that arrives preinstalled with Zevli and your database. It plugs into your office network, and you use the CRM from a browser on any computer or phone; on the local network it keeps working even if the internet goes down. It carries a 12-month warranty.
What happens if I change equipment?
The license is transferred to the new equipment from the application itself, with email confirmation, and the data is restored from the backup encrypted with your key. A transfer can be repeated after 90 days.

Day-to-day use

Does it fit my industry?
Zevli started in an office handling immigration, taxes, certified translation, apostille, notary and credit repair work, and it is now offered to any service business. The service catalog, the stages of each case and the document checklists are configured for your activity; industry packages get you started.
Can I run several companies?
Yes. Each license covers one company; each additional company costs 350 USD (one-time) and has its own clients, cases, figures, staff and integrations, isolated from the others.
Which languages does it work in?
The whole application is in Spanish and English; each user picks their language, and automatic messages to each client go out in the client’s language.
Can I use my own contract?
Yes. Use the standard clause-based contract or import your business’s PDF as a template, with the case data overlaid on it. Contracts are signed with DocuSign or Documenso, or you record a signature obtained outside the system.
How do I collect payments from clients?
With Stripe payment links and invoices, which go straight to your account, or by recording payments received by any other means. Each case’s deposit and balance are tracked from the “Payments” screen.
Can I import my current clients?
Yes, from a CSV file. You can also export your data whenever you need to.

Data and legal

Who has access to my data?
You do. The database is on your equipment and we have no access. Connections to WhatsApp, Google, Microsoft and others go through Zevli Connect, which delivers the credentials to your equipment and does not keep them.
Where are the terms and the privacy policy?
On this site, in the footer, and inside every installation. They are the documents that govern the license and the processing of data.

Integrations and AI

Do I need technical knowledge to connect WhatsApp, Google or Microsoft?
No. In Settings › Integrations, “Connect” opens the provider’s own screen; sign in with the business account and grant permission. There are no IDs or keys to copy.
Is the AI agent included?
In the Pro and Unlimited plans. It runs on the business’s own key with Google Gemini, OpenAI, Anthropic Claude, DeepSeek, Kimi or OpenRouter; usage is paid to that provider. It is switched on or off conversation by conversation.