Help
Short guides, no fluff.
The answers to the questions new teams ask most. If something is missing, write to us and we will add it.
- Getting startedThe first four things to do in a new workspace.
- Migrate from HubSpot or SalesforceMove your whole book, owners and history included, in an afternoon.
- How the free trial works14 days of Pro, no card, and what happens at the end.
- AI actions and fair useWhat counts as an action, and the pooled allowance.
- Capture email into your pipelineForward or BCC mail to your workspace address.
- Web-to-lead captureWebsite enquiries and cal.com bookings become leads on their own.
- Online quote acceptanceSend a link; the acceptance records itself.
- Import your dataUpload a CSV and let crmSpace map the columns.
- Your team, roles and ownershipInvite people, set permissions, offboard cleanly.
- Billing and cancellationPlans, seats, annual or monthly, and how to cancel.
- Export your data and GDPRTake your data out, and the data-protection tools.
- REST APIRead and write CRM data with workspace API keys.
- IntegrationsWebhooks, Zapier, cal.com bookings and usage-based health.
- Single sign-on (Enterprise)Connect Okta, Entra or Google Workspace over OIDC.