Your CRM
This section applies to clients on The System or Managed Systems plans. If your engagement doesn't include CRM setup, you can skip this section. Interested in adding CRM and automations to your setup? Reach out and we'll scope it.
Your CRM is the central system that tracks leads, customers, and conversations. It's where contacts live, where follow-ups are managed, and where automation runs in the background.
A login to your dedicated CRM dashboard is provided as part of setup. Everything is configured for your business before you log in for the first time.
What's in this section
- Your Dashboard — How to log in and navigate the interface
- Leads & Pipeline — How leads come in and move through your sales process
- Automations — What's running in the background and how it works
- Calendar & Booking — How scheduling and appointment management works