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- CRM
- Conversations
- Marketing
- Automation & AI
- Sites & Content
- Learning
- Payments
- Reporting
- Settings
Contacts
Contacts overview
Manage your contact database, smart lists, and segments.
Contact details
View and edit individual contact records, activity, and history.
Custom fields
Create fields for data unique to your business.
Import contacts
Bring in contacts via CSV with field mapping.
Smart lists
Dynamic lists that auto-update based on filters.
Tags
Organize contacts with labels and categories.
Bulk actions
Mass-update, tag, or delete contacts at once.
Duplicate management
Find and merge duplicate contact records.
Contact scoring
Score leads based on engagement and activity.
Businesses
Manage B2B company records linked to contacts.
Tasks
Assign and track tasks tied to contacts.
Do not contact
Manage opt-outs and suppression lists.
Opportunities & Pipelines
Pipelines
Build and customize your sales pipelines.
Managing opportunities
Create, update, and track deals through stages.
Kanban board
Visual drag-and-drop deal management.
Pipeline stages
Define the steps in your sales process.
Opportunity details
View full deal history, notes, and activity.
Reporting
Track win rates, revenue, and pipeline velocity.
Dashboard
Dashboard overview
Your command center for pipeline, conversations, and appointments.
Custom widgets
Add and configure widgets to personalize your view.
Goal tracking
Set and monitor team and individual goals.
Calendars
Calendars overview
All calendar types and scheduling features.
Creating calendars
Set up event, round-robin, class, and service calendars.
Booking pages
Branded pages where leads self-book appointments.
Round robin
Auto-distribute bookings across your team.
Integrations
Sync with Google Calendar, Outlook, and more.
Availability hours
Set when each team member is bookable.
Notifications
Automated reminders via SMS and email.
Payment calendars
Collect payment at the time of booking.
Services
Configure service menus with durations and pricing.