Frequently Asked Questions

  • We assure you that protecting your data is our top priority. To ensure the confidentiality and integrity of your information, we've implemented several measures, including SSL communication, AWS data servers for hosting, and best practices in data storage.

    SSL, or Secure Sockets Layer, is a protocol that establishes an encrypted link between a web server and a web browser. Any data transmitted between our servers and your device is encrypted, making it more difficult for unauthorized individuals to access and interpret the information.

    In addition to SSL, we also follow best practices for data storage, which include limiting access to data on a need-to-know basis, regularly monitoring and reviewing our security protocols, implementing strong password policies, and using multi-factor authentication when possible.

    Caddy uses Amazon Web Services (AWS) data centers for hosting. AWS data centers are monitored by 24×7 security, biometric scanning, video surveillance, and more.

    We understand that your data is sensitive and valuable to your business, and we are committed to taking all necessary steps to protect it. Please reach out to us if you have any further questions.

  • Client data is owned by clients and can be exported during use of the platform.

  • No, because in order to actually set up and be able to use Caddy, it requires our implementation team to work with you and your team to build out an environment tailored to your operations. Without this, you would not be able to use the platform nor get a true sense of the platform.

    With that said, we are seeing a lot of great excitement for Caddy and our implementation waitlist continues to grow quickly so we are only able to prioritize implementation resources for paid clients at this time.

  • Our pricing is open and transparent on our website because we’ve invested in software for our team too.

    We don’t like buyer friction or surprises when it comes to pricing either.

    We also offer clients an additional 20% discount on 2-year prepaid subscription terms.

  • Yes, we offer flexible payment plans to help manage your cash flow. While our standard contracts are billed annually, we offer a two-installment payment option for qualifying one-year contracts and 2-year prepaid contracts.

  • Flexible payment plans are available for:

    • One-Year Contracts: Must have an annual contract value (ACV) of at least $6,000.

    • 2-Year Prepaid Contracts: Must have a total value of at least $12,000 after the 20% discount.

    In addition, all qualifying contracts must:

    • Commit to onboarding within 30 days of contract signing.

    • Agree to split the payment into two equal installments: the first upon signing and the second 30 days later.

    Example:

    • One-Year Contract: If your annual fee is $10,000, you can pay $5,000 upfront and $5,000 the following month.

    • 2-Year Prepaid Contract: If your 2-year prepaid total is $14,000 after discount, you can pay $7,000 upfront and $7,000 the following month.

  • No company can be everything to everyone, so we created this 2-page guide to help you determine whether we would be a great fit.

    Watch our product demo and onboarding overview videos to learn more as well.

    If you’re still unsure and would like to explore specific use cases to ensure that there is alignment, book a free consultation call today.

  • The standard implementation timeline for Caddy ranges from 14 to 60 days depending on the client’s urgency, complexity, and organization of data.

    This timeline includes all the steps to ensure a smooth and successful implementation, such as understanding your current workflow, configuring your environment, training, testing, and launching the platform.

    You will also have access to the Caddy Implementation Team, who will be there to support you and your team every step along the way.

    Ultimately, we’ll move at whatever pace works best for you! That said, to set clear expectations, like any successful implementation, it will also require some time and effort on your end to ensure everything runs smoothly.

    Learn more about implementation here.

  • All subscription plans include Basic Support.

    There are also Support Level Plans you can upgrade to for a more white-glove customer support experience.

    Lastly, there is a one-time implementation fee of $1000. This is to provide you the hands-on support from your dedicated Caddy Implementation Team, setting you up for success.

    Outside of these items, there are no additional hidden fees.

    Clients provide their own hardware and can use any device with internet access.