5 short videos — follow them in order and you'll be fully set up in under 15 minutes.
Start here. You'll grant the necessary Google permissions so the automations can send emails on your behalf.
Set up your name, email, currency and service types in the Settings tab. Takes about 2 minutes.
Learn how to activate the automated daily follow-up reminders and weekly pipeline reports sent to your inbox.
A walkthrough of the live dashboard — pipeline value, win rate, revenue and all 8 KPIs updated in real time.
Learn how to add new leads using the modal form — no cell-by-cell entry, just fill and save in seconds.