Common questions and support documentation


Boards is a visual way to see your client journey all from a single screen.

5 articles

Getting Started

Ready to launch in 6 easy steps. Fastening your seat belt won't be necessary.

7 articles

Landing Pages

Make your own Landing Page to capture the contact information of your website visitor

17 articles


Customize your account and control what's important to you.

43 articles

Customizing the System

Set up your work space so it thinks like you.

16 articles


Customize your homepage with the widgets that mean most to you.

3 articles


Set up a welcome series with Workflows & Target potential clients with Landing Pages.

17 articles

Group Actions (ClientTouch)

Get things done with a single contact or with a group of contacts.

14 articles


Manage your inbox & create beautiful, responsive emails using our pre-made templates.

87 articles

Voice and SMS

Automate your Workflows and boost your marketing efforts with different extensions.

10 articles


Use insights to max out results.

7 articles


Work together by assigning to-do's, re-assigning contacts and sharing deals.

10 articles


Manage your sales and your sales pipeline and add workflows to deal stages.

3 articles


Add new contacts, edit existing ones and keep your data organized and up to date.

58 articles


Eliminate stress and stay organized by keeping track of your priorities.

6 articles


Stay organized and accountable by keeping track of your appointments and activities.

4 articles


Optimize your business by combining all your tools into one supercharged system.

8 articles

Mobile App

Manage your conversations and access your data in real time, anywhere you go.

2 articles

Call for Info

A virtual phone system that allows you to get your messages out quickly and easily

5 articles


22 articles

White Label

Customizing Your CRM

Re-naming or hiding features, adding your own header and more

7 articles

Default Accounts

Setting up templates for user accounts, adding groups and licensing

9 articles

Email Deliverability

Setting up your email sending, tips for better delivery

5 articles


Using the API, Recurly for your billing system, tools for your programmer

8 articles

Power Tools

Custom ClientTouch Actions, custom Workflow actions, webhooks, Landing Pages

6 articles


Communications account to create your own reports, Spam Monitoring

2 articles

Supporting Your Customers

Manage user account options, change account status, help your users

11 articles