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Getting Started With CRM

Last updated Oct 25, 2026

The CRM lets your clients keep every customer, company and deal in one place, with tasks, a calendar, email, an AI assistant and automations built in.

Price

$15/month wholesale per client. Your margin applies.

How Clients Get Set Up

  1. The client buys CRM on your store, or you order it in the Marketplace.
  2. They open it from their account on your store, already signed in, in your brand.

What's Inside

  • Main: Dashboard with pipeline value, won and lost deals, win rate, revenue trends and upcoming tasks, filterable by date.
  • CRM: Contacts, Companies and Deals.
  • Productivity: Tasks, Calendar and Email.
  • Intelligence: AI Assistant and Automations.
  • System: Settings and Trash.

Contacts, companies, deals and tasks can be imported from CSV (with field mapping and duplicate checks), and any list can be exported to CSV. Deleted records go to Trash and can be restored.