Frequently asked questions

Everything people usually want to know before starting with Pivio.

Getting started

What is Pivio?

Pivio is a simple, powerful CRM for teams of any size. It brings your clients, projects, and tasks together in one clear system — a task board, Gantt timeline, and full client registry — without the bureaucracy of legacy enterprise tools or the chaos of spreadsheets and email attachments.

Who is Pivio for?

Pivio is designed for any team that manages client work — from freelancers and agencies to consultancies, service businesses, and growing organizations. If your clients and tasks currently live across spreadsheets, inboxes, and chat threads, Pivio is built for you.

How long does it take to set up?

About 15 minutes. Create an account, invite your team, and add your first clients and tasks. You can also import existing tasks from a CSV file to get started even faster.

Do I need a payment card to start?

Yes. A valid payment card is required to begin your 14-day free trial. You will not be charged during the trial period.

What happens when the free trial ends?

Before your trial ends, we’ll send you a reminder by email. If you continue using Pivio, your selected subscription will begin automatically.

What’s included in the free trial?

Everything. During the trial you have full access to your selected plan, including clients, projects, task boards, Gantt timeline, search, notifications, and data import/export. Nothing is locked during the trial.

Features

How does the task board work?

The task board uses drag-and-drop functionality. Move tasks between statuses, assign teammates, set priorities, deadlines, and keep work organized from start to finish.

What is the Gantt view for?

The Gantt timeline provides a visual overview of project schedules, deadlines, and overlapping work, making planning and workload management easier.

What does the client registry include?

Every client has a complete profile containing company information, contact persons, projects, tasks, comments, and activity history — all in one place.

What is the automatic client card?

For companies in supported business registries, entering a registration number automatically fills in available company information, including the legal name, legal form, and registered address.

How does search work?

Press Ctrl + K from anywhere in Pivio to instantly search across clients, contacts, projects, and tasks.

How do notifications work?

Browser notifications and daily email reminders help ensure that no important task or deadline is missed.

Can I import or export data?

Yes. Tasks can be imported from CSV files, while task and client data can be exported to CSV or PDF whenever you need it.

How large can attached files be?

On Pivio Starter, individual files may be up to 10 MB. On Pivio Business, the limit is 50 MB. Supported formats include PDF, JPG, GIF, eDoc, and Microsoft Office documents.

Teams & permissions

Can I control what team members see?

Yes. Pivio uses role-based permissions. Team members only see information relevant to their role, while owners and administrators have complete visibility.

Does Pivio work for larger organizations?

Yes. Pivio scales from a single user to larger teams through role-based access, dashboards, projects, and flexible import/export capabilities.

Billing

What plans does Pivio offer?

Pivio currently offers Pivio Starter and Pivio Business plans. Every new account begins with a 14-day free trial.

What payment methods do you accept?

Payments are securely processed through Stripe. Most major credit and debit cards are accepted.

Can I upgrade or downgrade later?

Yes. You can change your subscription plan at any time. Changes take effect according to your billing cycle.

Will my subscription renew automatically?

Yes. Paid subscriptions renew automatically until cancelled.

How do I cancel my subscription?

You may cancel your subscription at any time from your account settings. If you cancel during the 14-day trial, you will not be charged.

Data & security

Where is my data stored?

Your data is securely hosted on infrastructure located within the European Union. We use encrypted connections, secure authentication, and regular backups to help protect your information.

Is my data secure?

Yes. Pivio follows industry-standard security practices, including SSL encryption, secure authentication, restricted administrative access, and regular backups.

Is Pivio GDPR-compliant?

Yes. Pivio processes personal data in accordance with the General Data Protection Regulation (GDPR). For more information, please see our Privacy Policy.

Who owns my data?

You do. All clients, contacts, projects, tasks, comments, and other business information you create remain your property. Pivio processes your data only to provide the Service.

Can I export my data if I leave?

Yes. You can export your task and client data as CSV or PDF files at any time.

What happens to my data if I cancel my subscription?

Your account remains available until the end of your current billing period. Afterward, your data is retained for a limited period so you can export it, and is then permanently deleted, except where retention is required by law. We recommend exporting your data before your subscription ends.

Legal

Where can I find your Terms of Service and Privacy Policy?

Both documents are available at any time via the links in the footer of the Pivio website: Terms of Service and Privacy Policy.

Support

How do I get help?

You can use the user manual, the contact form on our website, or email us directly at hello@piviocrm.com.