Frequently asked questions

Answers for seamless client engagement

Find clear, concise information about our CRM features, integrations, and support. Get the details you need to streamline your workflow and connect with customers.

What channels can I manage here?

You can manage SMS, email, phone calls, Facebook Messenger, Instagram DMs, and WhatsApp conversations—all from a single unified inbox for efficient communication.

How does appointment scheduling work?

Built-in scheduling tools let you set up bookings, send reminders, and sync calendars. Clients can book appointments online, and you’ll receive real-time updates.

Is payment collection integrated?

Yes, you can collect payments via FPX, eWallets, and credit cards. Secure checkout is available for appointments, product sales, and service deposits.

Can I automate follow-ups and tasks?

Automated workflows help you send follow-up messages, assign tasks, and track leads. This reduces manual work and ensures timely engagement with every contact.

Key platform features

Everything you need, all in one

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Unified inbox for all channels

Manage SMS, email, calls, and social messages in a single, organized workspace for faster response times.

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Automated lead management

Track leads, automate follow-ups, and monitor sales pipelines to streamline your customer journey.

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Integrated scheduling tools

Book appointments, send reminders, and sync calendars to reduce no-shows and simplify bookings.

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Secure payment collection

Accept payments via FPX, eWallets, or credit cards for seamless transactions and faster checkouts.

Answers at your fingertips

Find clear solutions to common questions about our CRM, messaging, scheduling, and payment features. Get the details you need to streamline your workflow and connect with customers.

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