Settings
Shape the CRM to your business. Start with the checklist.
Get set up
0 of 4 done
AI Receptionist
Greeting, persona, voice, behavior, hours, what she can do.
Phone numbers
Buy a number, port yours in, track a port.
Business profile
Name, service area, hours, branding.
Services & pricing
Your catalog + the sqft pricing matrix.
Know your numbers
Overhead, equipment cost per hour, your true break-even and sell rate.
Integrations
Calendar, Stripe, accounting, lead sources.
Developers
API keys + webhooks.
Plan & billing
Subscription, usage, payment method.
Team & roles
Who can see and do what.