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Growth & Scale plans

Frequently Asked Questions

Quick answers to common questions.

How do I reset my password?

Click 'Forgot Password' on the login page and follow the instructions sent to your email.

How do I add team members?

Go to Settings > Team and click 'Invite Member'. Enter their email and select their role.

Can I import data from other tools?

Yes! We support imports from most CRMs and spreadsheets. Go to Settings > Import Data to get started.

How does the AI automation work?

Our AI analyzes your data and automates routine tasks like follow-ups, lead scoring, and scheduling. You can customize automation rules in Settings > AI.

What's included in my plan?

Visit our Pricing page for a detailed breakdown of features in each plan, or check Settings > Plan in your account.

How do I cancel my subscription?

Go to Settings > Billing and click 'Cancel Subscription'. Your account will remain active until the end of your billing period.

Still need help?

Our team is here to help you succeed. Don't hesitate to reach out.

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