Learning Center — for the person who runs the CRM
For the person who runs the CRM.
1:43 walkthrough, recorded on real data.
Learning Center — for the person who runs the CRM
Administrators see what their team searched for and could not find, can hide or annotate articles for their company, get a question-mark on every CRM page, a Start-here path for new hires, and one article per outside connection naming the exact tab and field to set.
In this video
- What your team could not find, collected for you
- Hiding or annotating an article for your company
- The question-mark on every page
- The Start-here path and the connection articles
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Unanswered searches
See the questions your help content is missing.
Per-company edits
Hide an article that does not apply, or add a note that does.
Start here
A guided path for a new hire's first week.
One article per connection
Email, telephony, AI, billing and lead data, each with the exact field to set.
Watch next
All 31 walkthroughsHelp built into the CRM, for every user.
Connect Claude
1:37Bring your own AI keys. Run it under your own brand.
Every setting for the company, in one role-aware hub.
See it on your own data
Book 20 minutes and we will walk through Learning Center — for the person who runs the CRM live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer