Frequently asked questions

Yes! Eidoncore offers a free plan with up to 2 team members, 3 clients, and 5 projects. No credit card required. See all plans.

Yes. Our team offers free migration assistance for Pro and Enterprise customers. We'll help you move clients, projects, and invoices from tools like Asana, HubSpot, or QuickBooks.

Yes — Eidoncore is fully responsive. Manage projects, tasks, and invoices from any device with a modern browser.

Absolutely. Enterprise plan users can map their own domain to the client portal, so clients see your brand — not Eidoncore.

Your workspace automatically downgrades to the Free plan. No data is lost — you can upgrade anytime to restore PRO/Enterprise features.

Yes. Upgrade, downgrade, or cancel anytime from your billing settings. Changes take effect at the start of your next billing cycle. Compare plans.

Your data is never deleted. When you downgrade, features above your plan limits become read-only. You can upgrade again at any time to unlock them.

We accept all major credit and debit cards through Stripe. Enterprise customers can request annual invoicing.

Yes. For agencies with unique requirements, contact our sales team to discuss custom plans with volume discounts.

Eidoncore offers Kanban boards, list views, and detailed task pages. Each view supports filters, sorting, labels, priorities, and assignees. Learn more about Tasks.

Yes. Set up weekly, biweekly, or monthly recurring invoices that auto-generate and optionally auto-send to clients — perfect for retainer billing. Explore invoicing.

Not at all. Eidoncore automations use a visual Trigger → Condition → Action builder. Select from pre-built triggers, set conditions, and you're done — zero code required.

Revenue analytics, project health dashboards, task progress reports, time tracking summaries, and team workload overviews. See all reports.

Each project can have a budget. Eidoncore automatically tracks hours logged and costs incurred, calculates burn rate, and alerts you when a project approaches its budget limit.

Clients can view project progress, browse and order services, access invoices, upload files, and communicate through messaging — all within a branded experience.

Yes. Customize with your logo, colors, fonts, and domain. Enterprise plan users can fully white-label the portal — removing all Eidoncore branding. Learn more about the portal.

Clients receive an email invitation to create their account. Once logged in, they see only what you share — projects, invoices, services, and messages scoped to their organization.

Yes. Clients can browse your service catalog, add items to their cart, fill out intake forms, and checkout with Stripe — all self-service.

Eidoncore uses Stripe Connect to process payments. Clients can pay invoices and service orders via credit card, and funds deposit directly into your Stripe account. View all integrations.

Yes. The Slack integration sends real-time notifications to your team channels — project updates, task assignments, invoice payments, and more.

Yes. Pro and Enterprise plans support custom SMTP so all emails (invoices, notifications, invitations) come from your own domain.

Yes. Eidoncore offers webhooks to push real-time events to your systems and an API for building custom integrations.

Eidoncore uses AES-256 encryption, TLS 1.3, two-factor authentication, and complete tenant isolation. Your data is protected by enterprise-grade security. Learn more.

Every agency gets a completely isolated workspace. Data, settings, and configurations are separated at the database level — no agency can ever see another's data.

Yes. TOTP-based 2FA is available for all accounts. Enterprise plans can enforce mandatory 2FA for all team members and set password policies.

Eidoncore is built on SOC 2–ready infrastructure with automated backups, audit logging, session management, and encryption. See our full security practices.

Data is stored in secure, SOC 2–compliant data centers with full encryption at rest and in transit. We maintain daily backups and 99.9% uptime SLA.