Setup

Manage your business anytime, anywhere.

Create custom labels to further organize your contacts beyond the standard Categories.

Similar to Category 2 and Tags, Categories is a customizable way to segment your contacts.

Organize and store additional information specific to your needs or business processes.

Use sources to track where your contacts came from.

Organize your contacts with Tags.

Track client journeys and pipeline steps with customizable Boards.

Add contacts to the database.

Learn how to import contacts into your new CRM: manually or via CSV file.

Learn the different ways to navigate the system.

Custom build a Dashboard that tracks the things most important to your business.