Know More, Sell More

Getting Started

Connect eCommerce/POS/ERP

Get all of your customers & orders in one place

3 articles

Product

Customers & Tags

Manage People, Leads & Organizations. Use tags and more.

8 articles

Segments

Categorizing contacts, loyal, inactive and more using smart filters.

3 articles

Reports

Analyze customer behavior, acquisition, sales reps performance and more

7 articles

Tasks & Calendar

Keep track of your tasks. Set up Email reminders. 2-way sync with Google Calendar

2 articles

Automation

Automate with drip campaigns of messages, tasks, and other actions

3 articles

Deals & Pipelines

Tracking sales and deals along different pipelines, stages and currencies

3 articles

Settings

Account settings, customization and branding.

5 articles

Billing & Security

Manage users, subscription and more

6 articles

Discontinued

13 articles

Integration

Integrations by Category

11 articles

Integration Guides

36 articles