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Popular: import, invoice, pipeline, AI assistant, integrations
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Getting started
Import data, set up your pipeline and invite your team. Fully live in 5 minutes.
Leads & sales
Lead capture, pipeline management, deal stages, follow-up tasks and win/loss analysis.
Quotes & invoices
Create quotes, approvals, automatic reminders and VAT settings.
Marketing & automation
Email campaigns, sequences, funnels, landing pages and the automation builder.
Integrations
Connect your email, calendar, accounting, Slack and hundreds of other apps via Zapier.
Account & security
User management, roles, SSO, two-factor authentication and GDPR settings.
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Popular articles
The most-read guides from the past week.
Import your first leads from Excel or CSV
Step by step: upload your spreadsheet, map columns and import in one click.
Create a pipeline and configure stages
Create multiple pipelines, rename stages and set automatic actions per step.
Set up automatic payment reminders
Schedule reminders at 1, 3 and 7 days after the due date — no manual action needed.
Build your first email campaign
From choosing a template to setting your audience and sending. Including A/B test explanation.
Connect Gmail and Outlook to your CRM
Auto-sync emails with leads and clients so nothing gets lost.
Invite team members and assign roles
Invite colleagues, assign roles (admin, user, guest) and configure access rights.
Video
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