CRM documentation

• Getting started

  Sign up, invite your team, choose roles and sign in.

• Dashboard

  Your contacts, deals, activity and tasks at a glance.

• Contacts

  Add, find and edit contacts, and log what happens with each one.

• Deals

  Track opportunities through your stages to won or lost.

• Bookings

  Booking types, availability, calendar sync and the booking widget.

• Files

  Upload, preview, attach and download documents and images.

• Email marketing

  Marketing lists, email templates and campaigns, with their results.

• Forms

  Build forms for your website that turn visitors into contacts.

• Automations

  Triggers, actions, filters and waits that follow up for you.

• Reports

  Campaign results, deals, attribution and account usage.

• Integrations

  Calendar sync, Google Analytics, Tag Manager and Facebook Lead Ads.

• Settings

  Profile, account, API key, email domain, footer and data export.

• Tags, stages and contact properties

  Organise contacts with tags, stages and contact properties.

• User management

  Invite your team, set roles and remove users.

• Billing and trial

  The 30-day trial, plan limits and your subscription.

• Search

  Find contacts, deals, tasks, activities and campaigns.

• Notifications

  What tells you about new leads, bookings and more.

• Tips

  Good habits for contacts, deals, email and automations.

Stuck, or something missing? Email [email protected], or send a message from Feature Requests in the CRM. David reads and replies to every one.