Documentation

Everything, explained

Practical guides for each part of the product. If something here does not match what you see, tell us — the docs are wrong, not you.

Getting started

The people database — duplicate protection, phone normalization, assignment and search.

Deals, your own pipeline stages, and the drag-and-drop kanban board.

Your catalogue of products and services, linked to deals and capture forms.

Meetings on contacts and deals, with statuses, assignment and calendar views.

Nine field types you define yourself, with per-role visibility.

Upload, preview and manage files on any record — every one virus-scanned.

Rich-text comments with @-mentions, and a complete activity timeline.

Build your own metrics and read them against a true point-in-time history.

Global search, the advanced filter builder, and filters you save and share.

Connect Gmail to send, receive and thread mail against your contacts.

In-app, email and realtime alerts, controlled per person and per event.

Build a public form, share the link, and turn submissions into deals.

Turn every booking into a contact, a deal and an appointment automatically.

Invite teammates, assign roles, and control who can see which fields.

Push contacts, deals and appointments in from your own systems.

How your data is separated, encrypted, scanned and access-controlled.