Help Center

Your practical, friendly guide to everything you can do in your CRM — messaging, contacts, calendars, payments, funnels and automation.

Everyday essentials

Conversations One unified inbox for SMS, email, web chat and social — reply from a single place.

Contacts Your customer database with Smart Lists, tags, tasks and rich contact records.

Calendars Bookings and appointments in day, week and month views.

Opportunities Track every deal through a visual, drag-and-drop pipeline.

Payments Invoices, products, subscriptions, payment links and contracts.

Reputation Request reviews and manage your online reputation.

AI Agents Let AI answer chats and calls and book appointments for you.

Launchpad A guided checklist to set up a fresh account fast.

Dashboard Your whole business at a glance.

The Mobile App Run your business from your phone.

Automation & Workflows Automate follow-up, reminders, and repetitive work.

Sites & Funnels Funnels, websites, stores, blogs and the client portal.

Forms, Surveys & Quizzes Capture and qualify leads with interactive forms.

Marketing Social planner, email campaigns, affiliates and brand boards.

Memberships & Courses Build, sell and run courses and communities.

Media Storage Your central library of images, video and files.

Reporting Ad performance, attribution and call reporting.

Business & Team Business profile, staff & permissions, pipelines and calendar settings.

Phone & Email Phone numbers, A2P registration and email deliverability.

Fields, Tags & Data Custom fields, values, tags, objects and lead scoring.

Integrations & Domains Connect external apps and your own custom domain.

New here? Start with the Launchpad for a guided setup, then explore the everyday tools above.