Help centre

How it works, step by step

16 articles on what you actually ask while setting up and in the first weeks — and on why each thing works the way it does.

Getting started

What the three steps after registration ask, and what depends on the answers.

Column mapping, the email uniqueness rule, and what happens to duplicates.

Why a pipeline is a module, how the six templates work, and what a stage of your own is.

When a field is enough, and when you need a whole record type.

Tasks and events in your own calendar, over an ICS link.

Verification, sender, double opt-in and the suppression list — what delivery depends on.

The four ready-made recipes, what they do, and what to fill in before switching them on.

Numbering, storno, VAT codes and the two providers.

A template plus a schedule that issues on its own — and why exactly once.

Minutes, rates, and why an hour cannot be billed twice.

Requests, approvals, public holidays, moved working days and leaving.

Roles, sharing and classification — in plain words.

What a subject access export returns, what erasure removes, and what the law keeps.

Switching it on, recovery codes, and why switching it off needs a code too.

The trial, the limits, what happens at expiry, and a failed charge.

Creating a key, scopes, verifying the signature.

14 days, no card. If it doesn't suit you, export everything and leave — the data stays yours.