CRM
Your unified hub for contacts, deals, email campaigns, and automation flows.
CRM guides
Getting Started
What the CRM is and how it connects to your social presence.
Contacts: Overview
What contacts are and how they enter your CRM.
Contact Properties
Standard and custom fields on every contact.
Tags & Segments
Manual labels and dynamic groups for organizing contacts.
Activity Timeline
Every interaction on a single chronological feed.
Contacts: Use Cases
VIP segments, lead nurturing, cleanup best practices.
Deals: Overview
Visual pipeline that maps your sales process.
Pipeline & Stages
Customizing stages, kanban vs list view, multiple pipelines.
Deal Properties
Standard and custom fields on every deal.
Tracking & Analytics
Pipeline velocity, forecasting, win/loss reporting.
Deals: Use Cases
B2B sales, service deals, quarterly forecasting.
Email: Overview
Templates, campaigns, and automated flows.
Email Templates
Drag-and-drop builder, merge tags, template library.
Campaigns
One-time broadcast emails with segmentation and analytics.
Email Flows
Automated sequences triggered by events.
Email: Use Cases
Welcome series, win-back, product launches.