Contacts
Start Building Your Contact Database
Add contacts manually, import from CSV files, or capture leads through forms and pages to begin tracking relationships.
Add Your First Company
Create company records to group multiple contacts under one business profile and track interactions efficiently.
Create Lists to Segment Contacts
Build smart lists that auto-update based on criteria, or create static lists for one-time campaigns to organize and target your contacts.
Organize Smarter with Tags
Create tags now and apply them to contacts, as you build your database for easy filtering and segmentation.
Sales Pipeline
Start Tracking & Closing your Deals
Add deals to your pipeline with values, contact details, offers and stages to visualize progress.
Track All Your Orders Here
Orders will appear automatically once customers complete purchases through your funnels, checkout pages, or product offerings.
Keep Track of all of your transactions
Transactions will appear automatically once customers complete payments through your funnels, checkout pages, or order forms.
Schedule Your First Appointment
Your booking calendar is ready! Schedule meetings manually or share your Appointments link for clients to book time with you.
Select A Contact To Start Messaging
Choose a contact from your list to view the conversation history and send messages