CRM

Choose a CRM guide below to manage contacts, properties, tags, imports, exports, and memberships.

Importing contacts

Bringing in existing contacts helps populate your account efficiently with all your past and current details.

Easily export your contacts to an Excel spreadsheet for organization and analysis.

Effortlessly add contacts to your system for better organization and personalization.

Each user has their own profile, where you can handle various settings to streamline engagement and organization.

Accessing Properties & Custom Properties

Creating Tags to Segment Your Audience

Membership groups allow you to organize users efficiently, granting access to exclusive content or benefits.

Ensure exclusive content visibility by limiting access to specific membership groups.

Last modified on September 2, 2026