Question 1

What is CRM-AIO?

Accepted Answer

CRM-AIO is a CRM (Customer Relationship Management) designed specifically for holistic therapists. It integrates patient management, therapeutic card readings, AI analysis, numerology, chakra assessment and much more.

Question 2

Who is CRM-AIO for?

Accepted Answer

CRM-AIO is designed for alternative medicine and holistic therapy practitioners: naturopaths, reflexologists, energy healers, kinesiologists, sophrologists, wellness coaches, and anyone using integrative health approaches.

Question 3

What systems does CRM-AIO run on?

Accepted Answer

CRM-AIO is available for macOS (Intel and Apple Silicon) and Windows 10/11. The application is available for free download from our website.

Question 4

Does CRM-AIO require an internet connection?

Accepted Answer

Yes, an internet connection is required for license validation and AI features. However, all your patient data is stored locally on your computer, ensuring their confidentiality.

Question 5

Is my patient data secure?

Accepted Answer

Absolutely. CRM-AIO stores ALL patient data locally on your computer in an encrypted SQLite database. No patient data passes through our servers. Only AI calls (anonymized) use an external connection.

Question 6

Is CRM-AIO GDPR compliant?

Accepted Answer

Yes. By storing data locally, you maintain complete control. No personal data is sent to third-party servers. You are responsible for backing up your data in accordance with your professional obligations.

Question 7

How do I back up my data?

Accepted Answer

CRM-AIO features a built-in backup functionality. You can export your entire database (.db file) with one click from the settings to store it on an external drive or secure cloud.

Question 8

Can I export my patient data?

Accepted Answer

Yes, you remain the owner of your data. CRM-AIO allows you to export all your patient records in standard JSON format to ensure portability.

Question 9

What is the 74 therapeutic cards system?

Accepted Answer

It's a unique symbolic system developed with the All-In-One Method. The 74 cards represent emotional, energetic and psychological concepts. During a reading, AI analyzes the drawn cards and provides a personalized interpretation.

Question 10

How does AI analysis work?

Accepted Answer

The system preserves your privacy. A local semantic analysis links with the AIO Brain. Only the first name, card content, and context are used. No other personal data is transmitted.

Question 11

How does an AIO Brief Therapy session take place?

Accepted Answer

The AI analyzes the patient's issue and generates an introspective journey in 5 key steps. It reveals what needs to be developed, the current block, the unconscious mechanism, the key to understanding, and the advice for action.

Question 12

How does chakra assessment work?

Accepted Answer

You evaluate each chakra from 0 to 10 via a guided questionnaire. The application generates a visualization and a holistic 5-card reading, each analyzed by AI.

Question 13

What is the numerological profile?

Accepted Answer

From patient information (name, first name, date of birth), CRM-AIO automatically calculates the Life Path, Expression number and Soul number, with an AI analysis for each number.

Question 14

Is the Discovery offer really free?

Accepted Answer

Yes! The Discovery offer is 100% free with no commitment. It allows you to manage up to 10 patients and use 20 AI calls. It's ideal for discovering CRM-AIO before subscribing.

Question 15

What's the difference between Standard and Premium?

Accepted Answer

Standard (€40/month) offers unlimited patients and 20 AI calls / month. Premium (€60/month) adds unlimited AI (50 calls/day), priority support, and advanced analysis (Level 3).

Question 16

Can I change my plan at any time?

Accepted Answer

Yes, you can change your plan at any time. Billing is automatically adjusted on a pro-rata basis (or via a credit on your next invoice in case of a downgrade).

Question 17

How do I cancel my subscription?

Accepted Answer

Yes, there is no commitment. You can manage or cancel your subscription at any time via the billing portal accessible from your account area.

Question 18

Do you offer annual billing?

Accepted Answer

Yes! Annual subscription saves you 2 months (i.e. -17%). Standard annual: €400/year. Premium annual: €600/year.

Question 19

How do I install CRM-AIO on Mac?

Accepted Answer

Download the .dmg file from our website, open it and drag CRM-AIO to your Applications folder. On first launch, Ctrl+click > Open to authorize the application.

Question 20

How do I install CRM-AIO on Windows?

Accepted Answer

Download the .exe file from our website and run it. Windows may display a security warning: click 'More info' then 'Run anyway'.

Question 21

Are updates automatic?

Accepted Answer

Yes, CRM-AIO automatically checks for updates on startup. You will be notified when a new version is available and can install it with one click.

Question 22

I have a technical problem, how do I get help?

Accepted Answer

You can contact us via the Contact page or by email. Premium users benefit from priority support with a guaranteed 24-hour response time.

Question 23

What is the difference with Jupi'Terre or Resalib?

Accepted Answer

Unlike administrative platforms, CRM-AIO is a true therapeutic assistant. It integrates the **AIO Brain** (187 neurons) and the **All-In-One Method** to help you reveal your patients' **unconscious scenarios**, going far beyond simple appointment management.

Question 24

Why is local storage more secure than the Cloud?

Accepted Answer

With local storage (CRM-AIO), your data never leaves your computer. You are not dependent on a third-party server that could be hacked, crash, or raise its prices. You physically own your data.

Question 25

Can I customize card readings?

Accepted Answer

Yes, the experience is highly customizable. You can define the first name, gender, and especially adjust the **AI tone** (Friendly, Therapist, Poetic, Incisive) as well as its creativity (temperature) to get interpretations perfectly adapted to each patient.

Question 26

Does AI replace the therapist?

Accepted Answer

Never. The CRM-AIO AI acts as a 'super-assistant' or 'virtual colleague'. It structures information, suggests links (synapses), and writes summaries, but it is always you who validates the meaning and guides the therapy. It frees up mental time for intuition and human connection.

Frequently Asked Questions

General Questions: Everything about CRM-AIO

Security: How is my data protected?

How it works: How does AI analyze readings?

Pricing & Subscription: What are the offers?

Setup & Technical: How to configure the software?

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