People and Companies

Customize Segment labels, Keep in Touch schedules, Next Steps and other settings.

Deals, Projects, Properties

Customize Segment labels, Next Steps and other settings.


Add and adjust relationship types. For example: clients, partners, buyers, sellers.

Next Steps

Create repeatable checklists you write once and use over and over.

Keep In Touch Settings

Set your automatic reminder schedule for each Stage and Segment combination.

Custom Fields

Add Custom Fields to store custom information related to your business.

Prebuilt Customizations

Select an industry-based setup to refine and make your own. Rollback previous setups.

Accounting and Compliance

Enable GDPR compliance settings, set currency, set fiscal year.

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