Questions people ask before they commit

Not for a personal mailbox. A connection starts personal, and its contents are visible only to the person who connected it, so your colleagues do not see your mail and you do not see theirs. That stays true even though the CRM records themselves are shared. The only way an address becomes visible to the team is if someone with the right permission deliberately turns that connection into a shared mailbox.

A shared mailbox is an address the whole team works from, such as sales@ or support@, and who can see it is governed by your roles and permissions. Shared conversations carry a team status of open, closed or snoozed, can be assigned to a specific teammate, and can hold internal notes that are never sent to the customer. A personal mailbox has none of that, because it is one person's inbox rather than a queue.

No. Read state and archiving are per person, so tidying your own view has no effect on anybody else. On a shared mailbox one person archiving does not hide the conversation from the team; the team status is separate and is what tells everyone whether the conversation is actually handled.

You choose. The first sync reaches back over a window of 30, 90 or 180 days, and 90 days is the default. Ninety days is usually enough to cover the deals currently in flight without pulling in years of noise. After that first sync, new mail keeps arriving automatically.

No. WhatsApp, Facebook Messenger and Instagram direct messages arrive in a shared inbox in Falconzo and are answered from there, next to the customer record. Facebook and Instagram lead forms create leads directly, so an enquiry becomes a record with a status, a source and an owner. Conversations from any of these channels can be linked to the CRM record they belong to.

Connecting uses the provider's own authorisation screen, and you can disconnect at any time from settings, which removes the stored credentials and stops the sync. Your CRM records are not affected: the contacts, companies, deals, notes and tasks you have built stay exactly as they are. If you reconnect later, syncing starts again from a history window you choose.

Access is controlled by roles and permissions, so people can see and do what their job needs and no more. Your data is scoped to your organisation, and shared mailboxes and messaging channels are governed by the same permission system. Personal mailboxes sit outside all of it, because they are visible only to the person who connected them.

Yes. Every action that changes a record is written to an audit log, and individual fields carry their own history, so you can see what a value used to be, who changed it and when. This matters most when several people share the same accounts and a figure or a status quietly moves.

Existing customers should write to [Support contact email] with what they were doing and what happened. If you are still deciding whether Falconzo suits you, the sales route on the contact page is the better one, and a walkthrough usually answers more in twenty minutes than an exchange of emails does in a week. Privacy requests have their own address, listed on the contact page, and should not be sent to sales or support.