After signing up you land on your company dashboard. Start in this order:

1. Confirm your email from the message we sent, so you receive reminders.
2. In Settings, upload your logo and review pipeline stages and lead sources.
3. In Employees, invite your team and pick each person's role.
4. Add customers one by one or import them from Excel/CSV.
5. Create tasks with reminders for every important follow-up.

The compass button in the header replays the guided tour, and the (?) next to each section explains it briefly.

Customers holds every customer's details: name, phone, email, company, city, source and stage.

• Stages: Lead → Prospect → Customer → Inactive.
• Owner: each customer has an owner, who gets an in-app and email notification when assigned.
• Import: upload a CSV and map the columns.
• Search: use the search box at the top to find anyone by name or phone.
• On a customer's page, log calls, notes and meetings and see the full history.

The pipeline shows deals as columns by stage. Drag a deal to move it.

• Every deal is linked to a customer, with a value and an owner.
• Rename or reorder stages in Pipeline settings.
• Won and lost deals feed the reports.

Use Tasks for any follow-up: a call, a visit, a quote.

• Set a due date, a reminder time and the assignee.
• At reminder time the assignee gets an in-app notification and an email with the customer's full details (phone, email, stage) plus one-tap call and WhatsApp links.
• Overdue tasks show a red counter next to "Tasks".

Each employee has a role that defines what they can do:

• Company Owner: full access, including billing and deleting data.
• Company Admin: manages employees, settings and all customers and deals, but not billing.
• Sales Manager: sees and manages all customers, deals, tasks and reports, and distributes work.
• Team Lead: follows their team, assigns customers and tasks, sees team reports.
• Sales Representative: works on the customers, deals and tasks assigned to them.
• Customer Service: views customer details and logs follow-ups and calls.
• Read-only: views data without editing.

You can also create a custom role in Settings → Roles. Invitations go by email; you can also copy the invite link and send it on WhatsApp.

Reports show sales performance: new customers, deals by stage, won vs lost, and each employee's results. Pick the period at the top; numbers respect your role's permissions.

Important events reach you in the app (bell) and at your registered email:

• Task and call reminders, with the customer's full details.
• A customer, deal or task assigned to you.
• Subscription about to expire.
• Important messages from the platform.

If emails don't arrive, check Spam and add the sender to your contacts.

In Settings → Integrations:

• Meta Lead Ads: connect a Facebook page and every new lead from your ads becomes a customer automatically.
• API keys: create a key to send customers from your website or any other system.

Available on plans that include integrations.

The Billing page shows your plan, expiry date and usage. Renew or upgrade by paying online or by requesting a manual renewal, and enter a coupon before paying if you have one. All invoices are kept on the same page.

In My account change your name, password and language, and turn on two-step verification with any authenticator app (e.g. Google Authenticator). Keep your recovery codes somewhere safe.