Sales & marketing
Leads CRM, contacts, forms, social calendar, and links.
5 guides
- ContactsContacts is your startup's shared address book. Store investors, customers, advisors, vendors, and team contacts in one place, organize them into folders, mark favourites, and link them to leads and deals.10 walkthroughs · 6 FAQs · 4 min read
- Custom FormsLets you build your own forms — surveys, contact forms, applications, registration pages, feedback questionnaires — without touching code. Drag in fields, organize them into sections, design how it looks, publish it as a public page, and watch the responses roll in. You can share the form by URL, embed it on your site, or print a QR code.8 walkthroughs · 8 FAQs · 6 min read
- Leads & Sales CRMTracks the people and companies you're selling to, partnering with, or otherwise want to convert. You organize them into pipelines (one per sales process, partnership track, or campaign), drag them through customizable stages, and see live numbers on pipeline value, win rates, and team performance. This is the sales CRM — it's separate from the Investor CRM, which is for tracking investors and fundraising conversations. Use this for customers, partners, and any other commercial leads.8 walkthroughs · 7 FAQs · 6 min read
- Social CalendarHelps you plan, review, and schedule social media content as a team. You group related content into plans, organize posts into campaigns inside each plan, draft posts for each channel (Facebook, Instagram, LinkedIn, Twitter/X, TikTok, YouTube, Pinterest, Threads, WordPress, or any other channel), and send them through an approval workflow before they go live. Every edit is versioned, so nothing ships without a green light from your manager.14 walkthroughs · 12 FAQs · 9 min read
- URL ShortenerTurns long, ugly URLs into short, brandable links you can share anywhere — email, social, slide decks, print, QR codes. Every short link tracks clicks in detail, so you can see how many people clicked, where they're coming from, which device they used, and which campaign drove traffic.5 walkthroughs · 7 FAQs · 4 min read
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