Help Center

Getting started

Sign in, invite your team, and complete first-run setup from the in-app onboarding checklist — or load removable sample data to explore first.

Import & migration

Bring your data over via the Import button on the CRM and Leads pages: CSV/Excel upload for accounts, leads, contacts and deals, with per-row error reporting.

Billing & plans

Compare plans on the pricing page; manage your subscription under Billing. Admins can open the Stripe portal.

Security & sessions

Review active devices and sign out everywhere under Settings → Security.

Privacy & data

Export all your data or request account deletion under Settings → Privacy & Data.

AI features

AI runs with PII masking and zero data retention; configure model and cost policy under Settings → AI Governance.