Browse All Help Articles
Search the full knowledge base for answers on any platform feature.
Core Features
Getting Started
Platform overview, navigation, onboarding steps, and initial setup.
Dashboard
Business metrics at a glance. Custom widgets and reporting views.
Contacts & Smart Lists
Manage leads and clients. Create smart lists, segment, and filter.
Conversations
Unified inbox for calls, texts, emails, and social messages.
Sales & Scheduling
Calendars
Appointment scheduling, availability management, and booking automation.
Opportunities & Pipelines
Track deals through sales stages. Manage pipelines and close rates.
Payments & Invoicing
Create invoices, process payments, and manage subscriptions.
Automation & Marketing
Workflows
Build automated workflows triggered by forms, tags, appointments, and more.
Email Marketing
Email campaigns, social planner, and affiliate manager.
AI Agents
AI-powered conversation bots, content generation, and appointment booking.
Building & Settings
Sites & Funnels
Build websites, landing pages, forms, and surveys.
Settings
Account settings, integrations, team members, and permissions.
These guides cover the CRM platform features available to all users. For Funding Machine-specific features like credit reports, underwriting, and funding plans, see the other sections in this documentation.