Question 1

What is BlueHill?

Accepted Answer

BlueHill is a unified customer operations platform for customer-facing teams. It replaces generic project-management tools (Monday, ClickUp, Asana, Notion) with customer-aware workflows: onboarding templates with relative-date scheduling, project boards, task tracking, time tracking with billing reports, email integration, interaction timeline, internal notes, role-based access, and a branded customer portal.

Question 2

Who is BlueHill for?

Accepted Answer

Customer success teams, customer support teams, agencies, professional services firms, and SaaS implementation teams. Roughly 5–100 customer-facing people who run customer onboarding, support, project delivery, or billable work.

Question 3

How is BlueHill different from Monday or ClickUp?

Accepted Answer

Monday and ClickUp are generic work-management tools. BlueHill is purpose-built for customer-facing work: the customer record is a first-class object with native email integration, branded portal, time tracking → invoices, and onboarding templates with relative-date scheduling. See full comparisons at /compare.

Question 4

Do you have a mobile app?

Accepted Answer

Yes — iOS and Android apps cover time tracking, task updates, customer portal, and comments.

Question 5

How much does BlueHill cost?

Accepted Answer

Starter is $29/user/month, Professional is $79/user/month (billed annually), Enterprise is custom. 14-day free trial, no credit card required.

Question 6

Is there a free plan?

Accepted Answer

There is no permanent free tier, but every plan includes a 14-day free trial with full Professional features and no credit card required.

Question 7

Can I upgrade or downgrade later?

Accepted Answer

Yes — change plans at any time from the billing section. Upgrades are prorated; downgrades apply at the next billing cycle.

Question 8

Do you offer annual discounts?

Accepted Answer

Annual billing typically saves 15–20% versus monthly. Enterprise plans get custom annual pricing.

Question 9

Is there a refund policy?

Accepted Answer

Yes — full refund within the first 14 days, no questions asked. After that, prorated refunds on annual plans within the first 60 days.

Question 10

Do you have nonprofit / startup pricing?

Accepted Answer

Yes — verified nonprofits and YC-batch startups get 30% off Professional. Contact sales@usebluehill.com.

Question 11

What does BlueHill integrate with?

Accepted Answer

Native: Gmail/Outlook (email auto-attaches to customer records), Slack notifications, Google Drive / OneDrive (document uploads), QuickBooks (invoice export). Plus a REST API and webhooks. Zapier supported as a fallback.

Question 12

Can I import from Monday, ClickUp, Asana, or Notion?

Accepted Answer

Yes — the import wizard accepts CSV exports from all four. Free white-glove migration is included on Professional and Enterprise plans.

Question 13

Do you support SSO and SAML?

Accepted Answer

SSO + SAML are available on Enterprise plans, along with audit logs, custom roles, and a SOC 2 Type II report.

Question 14

Is BlueHill SOC 2 compliant?

Accepted Answer

Yes — SOC 2 Type II report available under NDA for Enterprise customers. Renewed annually.

Question 15

Where is data stored?

Accepted Answer

AWS US-East by default. EU data residency available on Enterprise (Frankfurt). Encrypted at rest (AES-256) and in transit (TLS 1.3).

Question 16

Can I export my data?

Accepted Answer

Yes — full data export to CSV or JSON at any time from settings. No vendor lock-in.

Question 17

Do you sell or share customer data?

Accepted Answer

No. BlueHill is paid software — we do not sell, share, or use customer data for advertising. Standard subprocessors only (AWS, Stripe, SendGrid).

Question 18

How long does it take to get up and running?

Accepted Answer

Most teams of 5–10 finish initial setup in 1–2 days. Full migration from another tool typically takes 1–2 weeks.

Question 19

Is implementation help included?

Accepted Answer

Yes — Professional and Enterprise plans include free white-glove migration. Starter plan customers get self-serve setup guides and email support.

Question 20

What support channels are available?

Accepted Answer

Email support on all plans. Live chat on Professional. Dedicated CSM and Slack channel on Enterprise. Average first response: under 4 hours on Professional, under 1 hour on Enterprise.

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