We are registered for VAT (GB 266157390) and therefore our price for UK customers includes VAT at the prevailing UK rate.

For any customers outside of the UK our prices exclude any VAT charges.

Boxxstep is hosted by Microsoft Azure. A cloud computing service created by Microsoft for building, deploying, and managing applications and services through a global network of Microsoft-managed data centers.

What’s more security and privacy are fully embedded into the development of Azure and Microsoft from code development to incident response.

Microsoft has leveraged its decades-long experience of building enterprise software and running some of the world’s largest online services to create a robust set of security technologies and practices. As a result Azure infrastructure is resilient to attack, safeguards user access to the Azure environment and helps keep customer data secure through encrypted communications as well as threat management and mitigation practices, including regular penetration testing.

We want to make using Boxxstep as easy as possible for you, to that end you will not have to re-enter the same data you’ve already inputted into your CRM solution. Data duplication is kept to minimum due to Boxxstep BR serving a different purpose to your CRM.

In order to import basic information (such as Company Name, Contact Name, Contact Email, etc) into Boxxstep from your current CRM first you must run an export of data from your CRM and save the file. Just click on your photo or initials in the top left corner and then select ‘Import Data’ followed by ‘Upload file’. Boxxstep will then take the data it needs to populate our fields from the file.

Boxxstep utilises a service called Stripe which accepts almost any type of credit or debit card.

Stripe operates in over 44 countries allowing both private individuals and businesses to securely make payments over the Internet.

Boxxstep subscribers will automatically receive an invoice for the value and period of their subscription. The invoice is generated within the system and can be accessed and downloaded by your Boxxstep administrator.

Boxxstep do not automatically renew your annual subscription.

Towards the end of your subscription year you will receive notification that it is due for renewal. In the event that you wish to renew your subscription your system administrator will be able to do so within Boxxstep

Yes, you can. Boxxstep has been optimised for all types of devices.
Smartphones, however, have a significantly smaller display than your PC, Mac or Laptop. With this in mind you will need to enlarge the organigrams to be able to clearly view the information.

Presently Boxxstep is not currently available as a mobile application.
However we are currently exploring the feasibility of displaying Boxxsteps organigrams within a mobile application. In the event that we are able to provide this functionality to our required high standards then we will work towards the release of a stand-alone app.

Once you see the extra benefits that Boxxstep Business provides you’ll want to upgrade from the standard account subscription.

Boxxstep have ensured that you will be able to do this seamlessly with no impact to existing data.

Boxxstep Business users will receive an allocation of individual licenses with their subscription.

You will be able to use one of our administration tools to add or remove users to Boxxstep.

Adding a new user is as simple as adding their email address, they will then be automatically notified and the Boxxstep on-boarding process will begin. Should you have members of staff who leave or no longer require access to Boxxstep, then it is equally as simple to remove them from your subscription allocation.

Information you capture about a company opportunity and their buyer team is valuable and could be required in the future.

Once you close an opportunity Boxxstep will keep all of the information safely for you should you wish to access it again in the future.

Yes you can synchronise Steps and Objectives/Tasks with times/dates into your Google or Office 365 calendars if you are a Pro or Business subscriber.

Just click on your photo or initials in the top left corner, followed by ‘Account Settings’.

To change your email address click on the @ symbol on the right side of the pop up.

To change your password click on the padlock symbol on the right side.

Boxxstep BRM for complex sales opportunities software has a number of email notifications built into the system. You will receive an email in the following scenarios:

• Another Boxxstep user has shared access to their information with you
• A contact ‘Step’ has been assigned to you by another Boxxstep user
• An opportunity ‘Objective’ or ‘Task’ has been assigned to you by another Boxxstep user
• When a reminder time/date has been set for a contact ‘Step’ or opportunity ‘Objective/Task’
• When another Boxxstep user has commented on an opportunity that you own

Standard and Business account administrators can delete accounts and all personal information, in doing this you will be removed from our contact database and you will no longer be contacted.