Frequently asked questions

Start small. Add a few people you are already talking to — leads or contacts — and optionally link them to companies. Create a deal when there is real sales potential, and log what has happened as activities (calls, emails, meetings).

Use tasks for what comes next: a follow-up call, a proposal to send, a reminder to check in. The Suggestions view surfaces people and deals that need attention so you do not have to hunt for them. If typing into forms feels like admin, try Smart Input: paste notes or a call summary in plain language and The Bell turns it into structured records.

When you first sign in, the in-app guide walks through the six core objects — persons, companies, deals, tasks, activities, and suggestions — in a few minutes.

A CRM is your memory for sales work. Without one, follow-ups live in your head, your inbox, or scattered notes — and balls get dropped. A CRM answers three questions at a glance: who am I talking to, what has happened so far, and what should I do next?

The Bell keeps leads, contacts, deals, and tasks in one place so you can see your pipeline, stay accountable, and close more without rebuilding your process around software designed for a 500-person sales org.

Those platforms are built for scale: long feature lists, add-on marketplaces, and pricing that grows in ways that are hard to predict. The Bell takes the opposite approach — only what a solo seller or small team actually needs, with transparent seat-based annual pricing and no surprise tiers.

You get a focused set of tools: persons and companies, deal tracking (list or Kanban), tasks, email sync, forms, automations, reports, and Smart Input for turning free-text notes into CRM data. Suggestions highlight concrete next steps from your own data — not generic AI buzzwords.

If you want a lightweight CRM you can learn in an afternoon, not a platform you need a consultant to configure, The Bell is aimed at you.

Solo sellers, freelancers, and small teams — typically one to ten people — who sell B2B or high-touch B2C and want a clear view of their pipeline without enterprise complexity.

It is especially suited to people who have never used a CRM before, or who tried one and found it overwhelming. You do not need a sales ops background to get value on day one.

Yes. The Bell is operated by ChangeSales Oy, a Finnish company (Business ID 3306591-9). Your CRM data is stored in the EU. We use established infrastructure providers for hosting, authentication, email, and payments — each listed in our sub-processor documentation.

We do not sell your data. Access is limited to what is needed to run the service. For full details on how we process data, see our legal documents.

From the Persons page in the app, use Import to upload a CSV file. The first row must be headers. You need at least a first name, last name, or full name per row; email, phone, company, person type, and funnel stage are optional.

If your file links people to companies by name, import companies first (same CSV import flow on the Companies page), then import persons. You can also add people one at a time with the add form, or capture leads through embedded forms on your website.

Yes, at any time. In Settings, open the “Export your data” section and download a ZIP file containing your contacts, companies, deals, activities, and tasks as CSV files. Your data is yours — we do not hold it hostage.

If you cancel a paid subscription or let a trial expire without subscribing, your workspace data is deleted within 24 hours, as described in our Terms of Service. Export before you cancel if you want to keep a copy.