Help Centre

Press ⌘K (Mac) or Ctrl+K (Windows/Linux) from anywhere to instantly search, navigate, create records, or ask the AI — it's the fastest way to use the CRM.

Use the search bar on any list page to quickly find contacts, companies, or deals.

Link contacts to companies to see all relationships at a glance.

Create email templates once and reuse them across multiple campaigns.

Download the CSV template before importing to ensure correct formatting.

Preview merge tags in templates before sending campaigns.

Use the AI Workspace to get intelligent insights from your CRM data.

Set up booking services in Settings to enable online appointment scheduling.

Configure invoice payment details in Settings so they appear on every invoice automatically.

Use the Opportunity Radar to identify high-intent prospects before they reach out.

Customise your sidebar to show only the sections relevant to your daily workflow.