Basics

The core features you’ll use every day. Start with Clients to understand the central record, then dig into the channels you use to reach them.

Clients The central record: contacts, policies, history, and notes.

Phone & dialpad Making and receiving calls, call history, and the dialpad.

SMS & chat Text messaging with clients and internal chat.

Tasks Creating, assigning, and completing work items.

Tags Organize contacts with static labels and dynamic smart filters.

Calendar Scheduling, reminders, and shared calendars.