Quick Start Guide
Get the basics set up and running smoothly
Your First 30 Days
A week-by-week look at what happens after you sign, what we handle, and what we need from you.
Create New Contact
Learn how to manually add a new contact to your CRM.
Import Existing Contacts
Bring your existing contacts into the system easily.
Connect Your Socials & Google Account
Link your social media profiles and Google account to the CRM.
Launch A Funnel
Step-by-step guide to launching your first funnel.
Setup Email, Phone, and SMS
Configure your communication channels.
Launch an Email Campaign
Create and send your first email broadcast.
Send Your First Review Request
Learn how to send your first review request to customers.
Automatic Email and SMS Follow-up
Set up automated follow-ups for your leads.
Setup A Booking Calendar
Allow clients to book appointments with you.
Setup Pipelines and Opportunities
Track your deals through the sales pipeline.
System Requirements
Basic technical requirements, business details for SMS, domain access, and more.