CRM and automations
Follow your clients, handle alerts and let messages send themselves.
What the CRM is
How the CRM section is organized.
Active clients and payment cycles
How many clients you have and how they pay.
Sales and activity by membership
Which memberships are selling and who isn't using them.
Alerts
What your team needs to act on.
Create an automation
Rules that send messages, move clients and alert the team without you having to.
Automation templates
Start from a ready-made automation.
Situations, conditions and actions
Every building block you can use in an automation.
CRM FAQ
Drop-outs, copying automations, repeated messages and more.
Help Center