CRM Suite
PaidWhat it is
Track contacts and deals through your pipeline. Its own product with its own dashboard at /crm/dashboard (Insights, Contacts, Deals, Settings); the Email Marketing Suite and SMS Marketing Suite reach these contacts through an explicit Connect to CRM step. Leads arrive from the member's website and lead pages AND from Listen & Reply (people found online become contacts by their social handle, no email needed, marked Not opted in so email never reaches them until the member records consent; their conversations and posted replies show as online conversation notes; a handle search finds them). Any contact can hold social profiles on any platform (LinkedIn, X, Reddit, Instagram, Threads, Facebook, TikTok, YouTube, Bluesky, Mastodon, Pinterest, or another page): the link is validated against that platform's profile pattern and checked before saving (missing profiles refused; platforms that block automated checks, like LinkedIn, saved as Unverified), shown as clickable links, and one profile belongs to one contact.
What it is for
managing leads, contacts, and deals
How to use it
Track contacts and deals through your pipeline at /crm/dashboard (Insights, Contacts, Deals, Settings). The Email and SMS suites reach these contacts through a Connect to CRM step.