Activate Google My Business Chat

This article explains how to integrate and utilize Google My Business (GMB) messaging within your CRM, including setup, message handling, and payment requests.

CRM Document Management

This article introduces the document management system within your CRM, detailing how to add, manage, and search documents related to your contacts efficiently.

Contact Engagement score

This article explains the Contact Engagement Score system, detailing how to manage, customize, and utilize scoring profiles to prioritize and enhance contact interactions effectively.

How To Enable Call Recording

This article guides you on how to enable call recording in your CRM, including setting up an automated notification message for call participants.

How To Use Text 2 Pay

This article provides a step-by-step guide on using Text 2 Pay to collect payments via SMS or email, ensuring your Stripe account is connected for seamless transactions.

Manual Actions

This article details how to manage and track manual actions like phone calls and SMS in your CRM, providing tools to organize and oversee team activities effectively.