Answers Without
A Ticket Queue
The questions we get asked most, grouped by module. Search below, and if the answer is not here, a real person on our team will reply within one business day.
Getting started
Setting up your workspace and importing what you already have.
CRM & inbox
Conversations, contacts, pipelines, and automations.
HR & payroll
Employees, attendance, leave approvals, and payroll runs.
Finance & invoicing
Quotes, invoices, payments, and reconciliation.
Account & billing
Plans, invoices from us, and changing your subscription.
Security & access
Permissions, audit logs, and how we protect your data.
Still stuck?
Talk to support
Stuck on an import, an integration, or something that does not look right? Send us the details and we will dig into it.
Contact supportEmail us directly
Prefer email? Write to us and a real person on the team replies within one business day.
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Rather have someone walk you through it?
Book a session and we will set up the part you are stuck on, live, on your own workspace.