This guide explains what each module is for, how to use the CRM day to day, and how to organize contacts, sales, team, support, and billing.
In simple mode you work with Contacts and the Company field. In B2B mode you can enable Companies to manage accounts with multiple people inside the same business.
Leads help you capture early opportunities before converting them into a more structured sales process. Here you track source, estimated value, and status.
When an opportunity becomes real, convert it into a deal. From there you can track value, stage, related contact, and expected close date.
Pipeline gives you a visual view of opportunities. Move deals across stages to see exactly where each sale is in the process.
Each workspace has its own team. A user can belong to multiple workspaces and switch between them from the top bar. Permissions are assigned by role in Team.
Create pages with AI, publish by slug, and share a public URL immediately. You can also configure a custom domain for client-facing pages.
Generate headline/CTA variants automatically and track which version each visitor sees. Domain DNS and SSL verification are available from Integrations.
Connect providers from one place. For landing commerce, Stripe Connect onboarding and status sync let clients use their own Stripe account and payouts.
Send events to ingestApiWebhook with your API key. Lead events can be created directly in CRM from WordPress forms and external systems.
The base plan is billed per user (monthly or annual). Email, SMS, and AI add-ons can be enabled separately, with trial support for selected add-ons.
Billing status surfaces checkout and portal actions while webhook sync updates subscription state. This keeps payment operations auditable in one place.
In Settings you can edit workspace data, account information, CRM mode, and security. Role-based access controls modules and billing operations.
The Support section lets you create tickets, request billing help, or contact support directly. This centralizes team incidents inside the CRM.
If you are just getting started, this is the simplest order to work in every day.
Bring traffic into contacts and leads with a structured intake process.
Use pipeline stages to remove bottlenecks and focus on next best action.
Add users, manage plan coverage, and keep operations synced.
Create or review your workspace in Settings.
Add new contacts or leads.
Convert qualified opportunities into deals.
Move deals through Pipeline until close.
Build and publish your landing page by slug.
Enable A/B variants and verify custom domain + SSL.
Connect client Stripe account with Stripe Connect.
Optionally ingest leads via API webhooks (e.g., WordPress forms).
Add team members and assign roles.
Activate billing and add-ons when needed.
Monitor billing timeline and sync status.
Inside the CRM, the Support section lets you create tickets, request billing help, and contact workspace support directly.