Connect your sources, install the tracking script, wire up your CRM, and read the leads, analytics, and reports that follow.
Create your account, set up your company, get your first lead, and learn the dashboard.
Work every captured call, form and chat: statuses, value, notes, follow-ups, archive and merge.
Turn a lead into a job, run your pipeline, put the work in order and schedule it, and give each customer an arrival tracker.
Install the script, add your domains, track forms, calls and chats, and check that data is arriving.
Connect the tools that bring leads in and the ones you want told about each new lead.
Read every card and panel on Analytics, filter the whole page, share a read-only report, see cost per lead, and get the weekly summary.
Your account, your company, your team and invitations, goals, junk rules, alerts and billing.