Knowledge base

Quick Start Guide (1)

Getting Started (1)

Here you can find a collection of articles that will help get you started with our platform.

Conversations (4)

The Conversations section is to stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more - this platform allows you another key way of communication by having everything under one roof.

Calendars (6)

The Calendars tab in provides tools for scheduling and managing appointments, meetings, and events all within a customizable and organized calendar interface.

Contacts (1)

Opportunities (1)

The Opportunities tab aids in monitoring and managing leads through different sales stages, helping businesses streamline efforts and improve conversion rates.

Payments (9)

The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status

Marketing (12)

The Marketing Tab Includes features such as the social planner, Email Marketing, and an Affiliate Manager

Automation (8)

The Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.

Sites (15)

All content related to Sites, Funnels, Forms & Surveys

Memberships and Communities (5)

Here you will find everything related to the Memberships and Communities features of our platform.

Reputation (9)

Reputation tab focuses on collecting & tracking online reviews and ratings across various platforms, allowing users to proactively address customer feedback and maintain a positive online image.

Reporting (7)

The Reporting Tab offers insights, metrics, and visualizations for tracking key business performance indicators like lead generation and conversion rates, helping optimize strategies for better results.

Settings (19)

Here you will find everything related to the global settings of our platform.

Dashboard (8)

Dashboard gives you the idea of how your business is performing. You want to give you a quick overview of where your business is heading.

Media Storage (1)

Media Storage

Mobile App (1)

Articles about the Mobile App