Do I have to set anything up myself?
Very little. Your pipelines, calendars, forms and automations are built for you from your industry template. You add your name, logo and review link, connect your email, phone and social accounts, and switch on the automations you want. A short email each day for your first week walks you through it.
Is there a free trial?
No. You pay at checkout and your account is built right away, so there's no waiting on a sales call or a setup appointment.
Will texts go out on day one?
Email, your calendars and your forms work right away. Business texting in the US needs a one-time carrier registration for your number, and we guide you through it. Approval usually takes a few days, and your text automations start once it's approved.
Can I bring my contacts from another CRM?
Yes. Export a CSV from your current CRM and import it. Notes, tags and contact details come with it.
Will anything send without me knowing?
No. Every automation starts switched off. You read the messages, change anything you like, and turn each one on yourself.
I'm a loan officer and also invest. Which template do I pick?
Pick the one that matches where most of your leads come from. If you need a second template, message us and we'll help.
Who owns my data?
You do. Your contacts and conversations stay in your account, and you can export them at any time.