What exactly counts as a credit?
One credit equals one SMS or one email sent through the platform. Credits are pooled per year and you can split them across channels however you need.
Frequently asked questions
Everything about plans, integrations, security and support — in one place. Can't find your answer? Reach out through our contact page.
Billing & plans
Can I switch plans or billing later?
Yes. You can move between plans or between monthly and annual billing at any time, and cancel whenever you want — no lock-in.
Do unused credits roll over?
Unused credits do not roll over into the next billing period unless your order form states otherwise. We recommend sizing your plan to your average monthly volume.
Do you offer custom or on-prem plans?
Yes — for high-volume or regulated deployments we offer custom credit packages and on-prem or private-cloud installs. Talk to sales from the pricing section.
Platform & integrations
Which databases can I connect?
Oracle, PostgreSQL, MySQL, SQL Server and MongoDB are supported natively — no middleware. You can also push data through the REST API or webhooks.
Can I build my own document templates?
Yes. The templating module supports HTML/CSS with merge fields and conditional logic, so your team can design and update templates without engineering support.
Is there a REST API?
Every plan includes API access; higher tiers unlock instant validation endpoints and webhook event delivery for real-time integration with your own systems.
Security & compliance
Is my data secure?
All data is encrypted in transit and at rest, access is role-based with SSO, and every send and document is recorded in a full audit trail.
Where is data hosted?
Data is hosted on redundant, SLA-backed infrastructure with regional options available for customers with data-residency requirements.
Support
Do you offer 24/7 support?
Clever Orchestrate includes VIP support 24/7/365. Other plans include email or business-hours support, with extended 12x6 coverage on Clever Pro.
How do I open a support ticket?
Use the support page to create a ticket with your plan, priority and a description of the issue — you will receive a ticket number and an estimated response time based on your plan's SLA.