Free trial, pricing plans and raising support tickets

Posted By Effivity Team

on Jun 19, 2026

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Effivity Free Trial, Pricing Plans, and Support Tickets

End User Guide | Trial Access, Subscription Selection, and Support Process

This guide explains how end users can use the Effivity free trial, understand trial data retention, compare available pricing plans, and raise support tickets from within the application. It is intended for trial users and customer users who need a clear overview of the trial-to-subscription and support process.

Step 1: Free Trial Overview

Step 1: Navigate to the Effivity Page

Navigate to the Effivity Page (Effivity Technologies) to create a trial account.

We have two ways to create a Trial account by clicking on the Free Trail Option or navigate to the pricing page and create the account from the provided options.

Method 1:

Click on “Free Trial” option to open a pop-up requesting the data.

Add all the requested details and click on “Sign Up” to navigate further.

Figure 1: Effivity page showing the Trail account options

Figure 2: Effivity Sign Up page

Method 2:

Navigate to the pricing page to check the pricing details and select the related option and click on Free Tri

Figure 3: Trial Account through pricing page

Step 2: Free Trial Overview

The Effivity free trial allows customers to explore the application before purchasing a subscription plan. The trial is designed to help users evaluate the available modules, builder components, record creation features, dashboards, and support process.

The free trial is valid for 15 days from the date of account activation.

Up to 5 users can be added during the trial period.

Trial users can be assigned Administrator access or other available access levels to explore software functionalities based on their role.

Trial users will have access to all available Builder components during the trial period.

The modules shown in the left navigation panel depend on the selections made by the account creator during setup.

Users can explore available modules, create sample records, test workflows, review dashboards, and understand how Effivity supports their business processes.

NOTE: The features visible to each user may vary based on the modules selected during setup and the access permissions assigned to that user.

Key Trial Capabilities

Area	What Users Can Explore During Trial
Modules	Modules selected by the account creator during setup, such as QMS, HSE, FSMS, ISMS, or other available systems.
Users and access	Up to 5 trial users with administrator or other available access levels.
Builder components	All available Builder components can be explored during the trial period.
Records and workflows	Create, view, update, and track sample records based on enabled modules and assigned permissions.
Dashboards and reports	Review dashboards, charts, summary information, and available reporting options.
Support	Raise support tickets from within Effivity when assistance is required.

Step 3: Data Retention After Trial Expiry

When the 15-day free trial ends, users may no longer be able to continue using the trial account unless a subscription is purchased or the account is extended by Effivity based on approval.

Data entered during the trial period will be retained for 90 days after the trial expiry date.

During this 90-day retention period, the customer may choose to purchase a subscription plan and continue using the data created during the trial.

If the customer purchases a subscription plan after the trial period, the existing trial data will be retained and made available in the purchased account.

If the customer does not proceed with a subscription, the trial data will be permanently deleted after 90 days in accordance with GDPR data retention and deletion policies.

IMPORTANT: Customers who want to retain trial data should contact Effivity before the 90-day retention period ends.

Step 4: Pricing Plans and Plan Comparison

Effivity pricing plans allow customers to choose a configuration based on selected modules, number of users, builder options, database size, file storage, and email volume. The pricing shown below is based on the attached pricing plan screenshot.

Figure 4: Pricing plan comparison showing Starter, Growth, and Enterprise plans

NOTE: The prices shown in this guide are based on the selected options visible in the pricing screenshot. Actual pricing may vary if modules, users, storage, database size, or email volume are changed during plan selection.

Step 5: How to Raise a Support Ticket

Effivity includes an in-app support ticket process that users can use to request help, report issues, or ask for configuration assistance. The support ticket process notifies the technical support team after the ticket is created.

Figure 5: Help menu showing the Support Ticket option

Open the Help menu from the top-right corner of the screen.

Select Support Ticket to open the Support Ticket screen.

Create a New Support Ticket

Figure 6: Support Ticket list screen showing the Add New option

On the Support Ticket list screen, click Add New.

A new Support Ticket form will open.

Review the visible fields and complete the required information.

Complete the Support Ticket Form

Figure 7: New Support Ticket form before entering ticket details

The support ticket form includes system-generated fields, required fields, optional fields, and an attachment section.

Submit the Support Ticket

Figure 8: Support Ticket form completed with title, description, and Submit option

Enter a clear ticket title.

Select the module and support ticket category where applicable.

Enter a detailed description of the issue or request.

Attach supporting files such as screenshots, error messages, sample files, or screen recordings when available.

Click Submit to create the support ticket.

TIP: A clear title and a detailed description help the support team investigate the issue faster. Include what you were trying to do, what happened, and what you expected to happen.

Priority Guidance

If a priority field is available in your configuration, select the priority that best matches the business impact. If a priority field is not available, describe the urgency clearly in the ticket title or description.

Priority	When to Use
Low	General question, clarification, or non-urgent request.
Medium	Issue affects work but a workaround is available.
High	Issue blocks an important activity or affects multiple users.
Critical	Major outage, login disruption, or critical business process blocked.

Step 6: Viewing, Updating, and Monitoring Submitted Tickets

After a support ticket is submitted, users can return to the Support Ticket screen to track the ticket status, view details, and add follow-up information where applicable.

Open the Support Ticket screen from the Help menu.

Review the list of tickets created by you or available to you based on access permissions.

Use the Ticket Id to track the ticket in emails or in the Support Ticket list screen.

Open the row action menu for a ticket to view available actions such as View, Add Follow Up, or Reopen, depending on the ticket status.

Use Add Follow Up to provide additional details after the ticket is assigned or when the support team requests more information.

Use the Closed view to review resolved tickets when that view is available.

Use Reopen if the issue continues after the ticket has been closed and the option is available.

Figure 9: Example support ticket action menu with Add Follow Up and View options

Figure 10: Example ticket list showing Ticket Id and Status columns

NOTE: Once a support ticket is submitted, the user may receive an email notification containing the ticket details and Ticket Id. The Ticket Id can be used to track the ticket status.

Summary

The Effivity free trial helps customers explore the software for 15 days, add up to 5 users, use available Builder components, and evaluate modules selected during setup. Trial data is retained for 90 days after expiry and can be carried forward if the customer purchases a subscription plan. Customers can compare Starter, Growth, and Enterprise plans based on users, selected modules, builder requirements, storage, database size, and email volume. Users can raise and track support tickets from within the application whenever help is required.

We hope you find this document helpful!

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