Question 1

Which industries does Yonetior serve?

Accepted Answer

Yonetior is designed for law firms, consulting firms, accounting offices, architecture studios, and all professional service businesses that work on a client basis.

Question 2

What features are available?

Accepted Answer

We offer comprehensive features including client and project management, task tracking, Kanban board, expense tracking, AI-powered receipt scanning (OCR), document management, calendar with automatic reminders, notification system, detailed reporting and dynamic project roles.

Question 3

How does AI receipt scanning work?

Accepted Answer

Upload a receipt image and AI automatically extracts details like amount, institution, date and category. You can review the results, select a project and create an expense record.

Question 4

How can I manage my team?

Accepted Answer

Invite team members and assign one of 4 different roles. Each user's access permissions are automatically determined by their role. You'll receive instant notifications for task assignments, project updates and upcoming deadlines.

Question 5

Can I try it for free?

Accepted Answer

Yes! Every plan includes a 7-day free trial. Your credit card details are collected during signup, and automatic billing starts after the trial. When you cancel, you keep access until the end of your current billing period — no further charges.

Question 6

What payment methods do you accept?

Accepted Answer

We accept credit cards issued in Turkey (TRY) and Visa/Mastercard credit cards (USD) for international customers. Both individual and corporate billing options are available.

Question 7

Is my data secure?

Accepted Answer

All data is transmitted over SSL-encrypted connections and stored on secure servers. Role-based access control ensures each user can only access authorized data. Your data is always protected with regular backups.

Question 8

Can I change or cancel my plan?

Accepted Answer

Yes, you can cancel your subscription anytime. When you cancel, you'll retain access until the end of your billing period. To change plans, cancel your current subscription and select a new plan at the end of the period.

Question 9

How do I migrate from Excel to Yonetior?

Accepted Answer

Start by entering your key clients and projects in Yonetior and run it alongside Excel for a short period. Our support team is available to answer your questions during the transition — you can start right away after signing up, no setup needed.

Question 10

Are there features tailored for specific industries like law or accounting?

Accepted Answer

Yes! Yonetior includes built-in features for law firms (document management, client matter tracking) and accounting offices (AI receipt scanning, expense reporting). It adapts to the workflow of any professional services sector.

Feature	Yonetior	CRM
Client management
Project management		Partial
Expense tracking
AI receipt scanning
Document management		Add-on
KVKK compliance		Partial
Turkish support		Partial
TRY currency		Partial
Task management		Partial
Ease of setup	5 min	Days

CRM Comparison: Yonetior vs CRM Tools

Yonetior vs CRM: Feature Comparison

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