Help center
Find answers to common questions.
How do I invite my team?
Go to Settings → Users and click Invite. Enter an email and role; they'll get a link to join your workspace.
Is there a free plan?
Yes — Free forever for up to 2 users with 1,000 records. No card required.
Can I connect Gmail?
Yes. Settings → Email accounts → Connect Gmail. We use OAuth so your password never leaves Google.
How does pricing work?
Per-workspace subscription, not per-seat. See the pricing page for included limits.
Can I export my data?
Yes, at any time. Any CRM object exports to CSV; you can also use the API.
How do I request a trial of Pro?
Billing → Request trial. Our team activates a 30-day Pro trial.
How do I enable MFA?
Account settings → Security → Enable MFA. Scan the QR with any TOTP app.
Can I run this on my own domain?
Yes — customer portals support custom domains with automatic SSL.