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From signup to first login: profile, company details and basic settings, done properly.
Getting started The interface at a glanceDashboard, conversations, contacts, automations: where to find what and how to get oriented fast.
CRM & contacts Import contacts from Excel or another CRMPrepare your CSV, map fields, avoid duplicates and bring your contacts over cleanly.
CRM & contacts Create pipelines and define stagesHow to build a sales pipeline that reflects outcomes instead of activities.
Funnels & websites Create your first funnelPick a template, adapt the copy, connect a form and go live.
Funnels & websites Connect your own domainSet DNS records and link your domain to funnels and websites.
Email, WhatsApp & SMS Connect WhatsApp to FinSuitesVerify your number, activate the channel and send the first message from the system.
Email, WhatsApp & SMS Set up email sendingConfigure your sender address and sending domain correctly for maximum deliverability.
Automations & AI Your first workflow: automatic follow-upSet triggers, define wait times and send messages automatically.
Automations & AI Automate appointment booking with remindersConnect your calendar, set up your booking page and reduce no-shows with reminders.
Payments & billing Connect Stripe and send your first invoiceLink your payment provider, create products and send invoices straight from the system.
Payments & billing Set up subscriptions and payment plansRecurring payments, installments and trial periods for your own offers.
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