White Label

Customize the CRM with your brand identity.

Team Members

Manage your team and their roles.

Notifications

Configure how and when you receive notifications.

Billing

Manage your subscription and payment method.

Invoices

Payment Method

Payments are taken on the provider's secure page at checkout. No card details are stored in the CRM.

Security

Protect your account with these security settings.

Change Password

Lead Scoring

Configure rules that score new leads. Each rule adds (or subtracts) points when its condition matches contact data. Leads with a total score ≥ threshold are automatically qualified.

Score Preview

Run a sample contact through the engine to see which rules match and the resulting score.

Lifecycle Stages

Track contacts through the full funnel from subscriber to customer. Stages are auto-derived from lead score, but can be manually overridden per contact.

Dynamic Segments

Save reusable named filters. Use them across SMS, tasks, contacts, and reporting. Filters are evaluated live against current data.

Pipeline Forecast

Weighted pipeline value (deal value × probability). Forecast splits by stage, owner, and expected close month.

By Owner

Next 6 Months (Close Date)

Snapshots

Clone your full org configuration — scoring rules, pipeline stages, booking links, SMS drafts, segments, and email templates — to apply to a new client account or as a backup.

Cal.com

Cal.com is the scheduling system of record. Connect the account and its bookings appear on the CRM calendar, with attendees matched to contacts.

Booking links