FAQ - Your Questions, Clearly Answered

Welcome!

We know choosing the right CRM, automation system, or growth partner can feel like a big decision — so we’ve gathered the questions we hear most often from business owners just like you.

If you don’t see your question below, you can always book a free discovery call, visit our Contact page, or scroll to the bottom to get in touch directly.

About Jeraa & Our Systems

How is Jeraa CRM different from the big-name CRMs?

Great question! Most platforms give you tools - and then leave you to figure everything else out.

At Jeraa Marketing, you get strategy, setup, smart automations, and support designed for your business, not a blank login and a manual. We’re your partner in getting systems that actually work.

You're not just buying tools - you're gaining a system that's customized for your business, and a team that's invested in your success. We take pride in building relationships with our clients, not just collecting subscriptions.

What types of businesses is Jeraa CRM best for?

Jeraa works best for service-based businesses — from solo providers to multi-location teams.

That includes:

Coaches & consultants

Wellness professionals & clinics

Spas & health services

Small service brands ready to simplify operations

Whether you’re streamlining operations or planning for growth, we tailor solutions to meet you where you are.

Is Jeraa CRM HIPAA compliant?

Yes! We offer a HIPAA-compliant version of Jeraa CRM for businesses that need to meet specific data privacy and security requirements.

Just let us know during your discovery call, and we'll make sure your setup is fully aligned with compliance needs.

Implementation & Onboarding

Will moving everything over be a nightmare?

Not with us. At Jeraa Marketing, we know switching systems can feel overwhelming - especially when you've got tools, campaigns, and tech stacks already in place.

We specialize in white-glove onboarding and done-for-you setup. Whether you're migrating from ClickFunnels, ActiveCampaign, or something else, we make the transition seamless.

From tech setup to workflow customization, you'll have full support from a team that understands your industry - and your goals. And if you need something more advanced, we're happy to scope your project and build a system that fits your needs.

Bottom line: You don't have to figure it out alone. We'll guide you every step of the way, so you never feel stuck or overwhelmed.

What happens after onboarding is complete?

Once your systems are live and configured:

✅ You retain full access

✅ You receive ongoing support included in your plan level

✅ 24/7 tech support with our support team is included in every plan

✅ You can add additional support or project services whenever you need them.

We'll work with you to find the right level of support based on your goals, team size, and capacity, so you can grow with confidence and never feel stuck.

Can I keep my current website?

Absolutely! Jeraa CRM works alongside whatever you currently use - whether that's WordPress, Squarespace, Wix, or another platform. We help you connect and integrate the parts that matter most - forms, calendars, funnels, and automations.

That said, we do recommend eventually bringing key functions under Jeraa's roof - especially for lead capture and funnel performance. Why? Because when everything lives in one place, you can resolve issues faster, make updates with less friction, and only deal with one support team instead of five.

It's not required - but it definitely makes life easier.

Can I integrate other tools with Jeraa CRM?

Absolutely, Jeraa CRM integrates with hundreds of platforms using tools like Zapier, native APIs, and direct connections.

We'll walk through your tech stack during onboarding and get everything synced up so your systems talk to each other.

Can Jeraa work with my existing CRM or replace it?

If your current CRM is doing exactly what you need - amazing! We're all for using what works.

But if you're running into limitations, feeling overwhelmed, or juggling too many disconnected tools, we're here to help you explore your options.

Our team can support you through the migration process, help you compare features, and asses whether switching to one of our systems could save you time, money, and mental bandwith.

No pressure. Just honest insight to help you make the right move for your business.

Upgrades, Customization & More

Can I upgrade or customize my system later?

Yes! Our systems are designed to grow with you. You can add new automations, additional integrations, or even expand into more advanced services (like lead gen or retention systems).

Just reach out when you're ready - we're here for the long haul.

Do you offer additional services beyond the CORE & GLOW Systems?

Yes! We also offer scoped project services like:

One-time builds

Migrations & system cleanups

Funnels & workflow projects

Prepaid support hours for custom requests

These are separate from monthly subscription plans and help you solve specific issues on demand.

Is Jeraa CRM built on HighLevel? (Short answer: yes - but with done-for-you extras!)

Yes - Jeraa CRM is proudly powered by HighLevel's proven platform.

But here's the key difference: HighLevel provides the tools. We provide the system, strategy, & help getting actual results with it.

We've customized the experience, simplified the setup, and added bonus features designed specifically for our clients.

Should I use Jeraa CRM or get my own HighLevel account?

It depends on your goals, what you want to focus on, and how hands-on you want to be with the tech side.

If you want full control and to build your systems independently, handle setup, support, and ongoing platform management, then getting your own HighLevel account may be a good fit. It gives you full control, but also comes with the responsibility of building, maintaining, and supporting everything yourself.

If you want a ready-made system backed by support and onboarding without the operational complexity, Jeraa gives you that advantage.

Either choice can work; we're here to help you figure out what's right for you.

Want to monetize even further? Join us as an Affiliate and earn commissions while we do the heavy lifting.

Still Have Questions?

If your question wasn't answered here, no problem - we'd love to help.

Schedule a call with us to walk through your goals and setup needs.

Book a Free Discovery Call