Help centre
How it works, step by step
16 articles on what you actually ask while setting up and in the first weeks, and on why each thing works the way it does.
Getting started
CRM
Importing contacts from CSV
Column mapping, the email uniqueness rule, and what happens to duplicates.
Pipelines and modules
Why a pipeline is a module, how the six templates work, and what a stage of your own is.
Custom fields and record types
When a field is enough, and when you need a whole record type.
Calendar sync and subscriptions
Two-way Google and Microsoft 365 sync, or a read-only ICS link.
Email and automation
Quotes and invoices
People
Account and security
GDPR requests: access and erasure
What a subject access export returns, what erasure removes, and what the law keeps.
Two-step verification
Switching it on, recovery codes, and why switching it off needs a code too.
Plans and billing
The Free plan, the trial, the limits, what happens at expiry, and a failed charge.
For developers
Start free, pay for what you need
The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave: the data stays yours.
- NAV-ready invoicing through Számlázz.hu or Billingo
- GDPR: subject access export and real erasure
- Hungarian interface and help centre
- Export any time, as CSV