How can we help?
Step-by-step guides you can follow on your own. Stuck? Ask Donna in the app, or create a support ticket and a person will help.
Getting started
Leads & forms
- Put an enquiry form on your websitePublish a form and paste its embed code into any website.
- Work your leads day to dayStages, notes, tasks and ownership — the everyday loop.
- Rename or reorder your pipeline stagesMake the stages match how you actually sell.
- Call leads and log the resultA call queue, one-tap calling and call-back reminders.
Marketing
Orders & money
- Connect your online storeGet abandoned carts and orders from your store into the CRM.
- Add products and take orders by handA simple product list and manual orders for phone, WhatsApp or walk-in sales.
- Send payment links with RazorpayCollect payment from an order using your own Razorpay account.
- Create a couponPercentage or flat discounts with limits.
- Read your profit and lossMoney received against expenses, month by month.