Skip to main content

What you’ll get out of this

  • Live chat support available 24/7 for immediate assistance
  • Direct access to our team for technical questions and guidance
  • Fast response times for urgent issues and questions
  • Comprehensive help for setup, configuration, and troubleshooting

Chat Support System

All support starts in chat - Any messages sent via email or as replies to transactional emails will not be read. Please use the chat widget for all support requests.

How to Get Support

1

Look for the Chat Widget

You’ll see a chat widget in the bottom right corner of every page on our documentation site.
2

Click to Start Chat

Click on the chat widget to open the support chat interface.
3

Describe Your Issue

Provide details about your question or problem you’re experiencing.
4

Get Real-Time Help

Our support team will respond directly in the chat to help you resolve your issue.

What We Can Help With

Setup & Configuration

  • Initial account setup and onboarding
  • Team member invitations and permissions
  • Integration with payment processors
  • Mobile app configuration

Technical Issues

  • Login and authentication problems
  • Data sync issues
  • Performance optimization
  • Browser compatibility

Feature Questions

  • How to use specific CRM features
  • Best practices for customer management
  • Inventory tracking and management
  • Credit and payment processing

Troubleshooting

  • Error messages and warnings
  • Data import/export issues
  • Mobile app problems
  • Integration failures

Support Hours

  • Live Chat: 24/7 availability
  • Response Time: Typically within 1-2 hours during business hours
  • Emergency Support: Available for critical issues affecting your business operations

Before You Contact Support

To help us assist you more effectively, please have the following information ready:
  • Account details: Your organization name and user email
  • Issue description: What you were trying to do when the problem occurred
  • Error messages: Any error messages or warnings you received
  • Steps to reproduce: If applicable, the steps that led to the issue
  • Browser/device: What browser or device you’re using

Alternative Resources

If you prefer to find answers yourself, check out these resources:

Privacy & Security

All chat conversations are encrypted and secure. We never share your information with third parties, and all support interactions are confidential.
Your privacy is our priority, and we maintain the same high security standards for support interactions as we do for your CRM data.