Settings

This is your central hub for customizing your experience. Within Settings, you can manage your account details, update your plan and set up your CRMs.

Plans and Billing

In the Settings tab, you’ll find the “Plans and Billing” section, which provides a comprehensive overview of our available subscription options. Learn about the different plans — from free and basic to premium and enterprise — and compare their features to see which best fits your business needs.

25_Settings_Plans.png

CRM connections

In the Settings section, you can set up your CRM connections. When you select a CRM to connect, you’ll be redirected to that CRM’s dedicated setup flow. Follow the on-screen steps to provide the necessary credentials and configuration details. Once configured successfully, the CRM becomes available throughout the platform.

26_Settings_CRMs.png

<aside> 🚀

More Settings are coming soon!

</aside>

How to delete your account

We’re working on making account management more flexible. In the meantime, if you’d like to delete your account, simply send us an email at [email protected] Please include the email address associated with your account so we can process your request as quickly as possible. We’d also really appreciate it if you let us know why you’re leaving**,** as your feedback helps us improve our product.