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General CRM Overview
This guide provides an in-depth overview of your platform and the various features accessible through its intuitive interface.
Settings: My Profile
The My Profile section allows you to customize and manage your personal account settings efficiently.
Settings: Team Management
When you first start using your platform, you’ll need to set up accounts for each member of your team, as well as decide which features they have access to.
Settings: Integrations
By connecting accounts like Google, Facebook, and QuickBooks, you can efficiently manage and track your business activities directly from your CRM.
Video Element
Adding videos to your emails is a great way to create a multimedia experience to your email events and campaigns.
Browse Collections
Guides for every part of the platform, organized by feature.
Getting Started
Here you can find a collection of articles that will help get you started with our platform.
Memberships and Communities
Here you will find everything related to the Memberships and Communities features of our platform.
Settings
Here you will find everything related to the global settings of our platform.
Automation
The Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.
Calendars
The Calendars tab in provides tools for scheduling and managing appointments, meetings, and events all within a customizable and organized calendar interface.
Contacts
The Contacts tab serves as a central hub to manage customer information, offering features like segmentation, and integration with other platform functionalities. It enables efficient organization and communication with leads and clients.
Conversations
The Conversations section is to stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more - this platform allows you another key way of communication by having everything under one roof.
Opportunities
The Opportunities tab aids in monitoring and managing leads through different sales stages, helping businesses streamline efforts and improve conversion rates.
Payments
The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status
Reputation
Reputation tab focuses on collecting & tracking online reviews and ratings across various platforms, allowing users to proactively address customer feedback and maintain a positive online image.
Reporting
The Reporting Tab offers insights, metrics, and visualizations for tracking key business performance indicators like lead generation and conversion rates, helping optimize strategies for better results.
Sites
All content related to Sites, Funnels, Forms & Surveys
Marketing
The Marketing Tab Includes features such as the social planner, Email Marketing, and an Affiliate Manager
Dashboard
Dashboard gives you the idea of how your business is performing. You want to give you a quick overview of where your business is heading.
Media Storage
Media Storage
Mobile App
Articles about the Mobile App