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.

ClientsThe central record: contacts, policies, history, and notes.

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

SMS & chatText messaging with clients and internal chat.

TasksCreating, assigning, and completing work items.

TagsOrganize contacts with static labels and dynamic smart filters.

CalendarScheduling, reminders, and shared calendars.