Getting Started with

Enter your email address and choose a password — your CRM account will be created instantly. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your CRM is ready to use immediately. Log in at shop.leadzoid.com/crm with the email and password you chose during setup.

CRM Core:

• Contacts — Store individual contact details with full address, tags, custom fields, and activity history
• Companies — Manage organizations with industry, revenue, employee count, and related contacts
• Deals — Track your sales pipeline with customizable stages, drag-and-drop kanban board, and list view

Productivity:

• Tasks — Create action items with priorities (low/medium/high/urgent), due dates, and status tracking. Automatic reminders for overdue and upcoming tasks
• Calendar — View meetings, calls, follow-ups, deadlines, and events in monthly/weekly/daily views with color-coded event types
• Email — Send, receive, and track emails with open tracking, conversation threading, folders (inbox/sent/drafts), templates, and auto-appended signatures

Intelligence:

• AI Assistant — Chat with an AI that has full context of your CRM data for instant insights, summaries, and recommendations
• Automations — Build workflows with triggers (contact added, deal stage changed, email received, task completed, tag added), conditions, and automated actions

Dashboard & Analytics:

• Dashboard — KPIs for pipeline value, won/lost deals, win rate, conversion rate, average deal value, contact/task/email counts
• Charts — Pipeline funnel, revenue trends (auto-grouped daily/weekly/monthly), activity breakdown
• Date Filtering — Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or custom range
• Period comparison with previous period change indicators
• Print and export reports

System:

• Settings — Profile management, password changes, email/SMTP configuration, email signature editor
• Trash — Deleted records are kept for recovery. Restore or permanently delete from the Trash page
• Import/Export — Bulk import contacts, companies, deals, and tasks from CSV with field mapping, duplicate detection, and preview. Export any list to CSV
• Tags — Color-coded tag system with autocomplete suggestions across all record types
• Notifications — In-app alerts for new emails, task deadlines, deal changes, and workflow executions

Log in to your CRM at shop.leadzoid.com/crm. The Dashboard displays your key performance indicators, pipeline charts, revenue trends, top deals, upcoming tasks, and recent activity — all filterable by date range.

The left sidebar provides navigation organized into sections:

• Main: Dashboard
• CRM: Contacts, Companies, Deals
• Productivity: Tasks, Calendar, Email
• Intelligence: AI Assistant, Automations
• System: Settings, Trash

Contacts are individual people you interact with. Go to CRM > Contacts and click "Add Contact". Enter contact information:

• Name: First Name, Last Name
• Communication: Email, Phone, Mobile
• Company: Link to a company record
• Job Details: Job Title, Department
• Address: Street, City, State, Zip, Country
• Other: Lead Source, Tags, Notes, Custom Fields

The contacts list displays Name, Email, Phone, Company, and Created Date in a searchable, sortable table. Click any contact to open the detail panel showing full information, related deals, tasks, and activity timeline. You can add notes directly from the detail panel.

Duplicate Detection: When creating a contact, the system checks for existing records with the same email or phone and displays a warning if duplicates are found.

Bulk Actions: Select multiple contacts using checkboxes to delete in bulk. Export the full list to CSV or import contacts from a CSV file with field mapping and duplicate handling.

Companies represent organizations you do business with. Go to CRM > Companies and click "Add Company". Enter company details:

• Overview: Name, Industry, Website, Email, Phone
• Address: Street, City, State, Zip, Country
• Details: Annual Revenue, Employee Count, Tags, Notes, Custom Fields

The company list is searchable by name, email, phone, and industry. Click any company to view full details, associated contacts, deals, tasks, and activity history.

Duplicate Detection: The system warns when creating companies with the same name or email as existing records.

Deals track your sales opportunities and revenue. Go to CRM > Deals to view your pipeline. Deals can be viewed in two modes:

• Pipeline View (Kanban): Drag-and-drop deals between stages. Each column shows the deal count and total value for that stage.
• List View: Sortable table with search, showing deal name, value, stage, contact, and expected close date.

Click any deal to open the detail panel showing value, stage (with color badge), probability, close dates, linked contact and company, description, tags, and full activity timeline with notes.

To create a deal, click "Add Deal" and enter:

• Name, Value (supports shorthand like "50k" or "2m"), Currency
• Stage, Probability (0-100%)
• Contact, Company
• Expected Close Date, Description, Tags

Default stages: Lead (10%) > Qualified (25%) > Proposal (50%) > Negotiation (75%) > Won (100%) / Lost (0%). Stages are fully customizable — change names, colors, order, and probabilities from the deal settings.

Deal Value Validation: Values are validated and formatted automatically. Shorthand notation (50k, 2m) is supported. Invalid entries show inline error messages.

Activity Logging: Stage changes and value changes are automatically logged in the deal's activity timeline.

Go to Productivity > Tasks and click "Add Task". Enter task details:

• Title, Description
• Status: Pending, In Progress, Completed, Cancelled
• Priority: Low, Medium, High, Urgent
• Due Date/Time
• Linked Contact, Company, or Deal

Tasks are displayed in a searchable, sortable list with status filters. Visual indicators highlight due dates:

• Red row: Overdue tasks (shows "Overdue by X days")
• Amber row: Tasks due today
• Relative labels: "Due tomorrow", "Due in 3 days", etc.

Automatic Reminders: The system checks for overdue and upcoming tasks every 5 minutes and creates notifications. A toast alert appears for overdue tasks. The Dashboard overdue count is clickable to jump to your task list.

Go to Productivity > Calendar to view all scheduled activities. Switch between monthly, weekly, and daily views. Events are color-coded by type:

• Purple: Meetings
• Green: Calls
• Orange: Follow-ups
• Red: Deadlines
• Blue: Other

Create events directly on the calendar with title, description, start/end time, location, contact/deal association, reminders, and recurrence. An upcoming events sidebar shows your next scheduled items.

Go to Productivity > Email to manage all email communications. Features include:

• Inbox: View all received emails with conversation threading grouped by subject and contact
• Compose: Write and send emails with subject, body, to/CC/BCC fields
• Templates: Create reusable email templates for quick access when composing
• Folders: All Mail, Sent, Drafts, Failed
• Search: Find emails by subject, sender, recipient, or body content
• Open Tracking: Outbound emails include a tracking pixel. A green "Opened" badge shows when recipients open your email, with open count and timestamp
• Signature: Set up your email signature in Settings — it's automatically appended to every outgoing email
• Drafts: Save emails as drafts and send later

Email requires SMTP or SendGrid configuration in Settings before sending.

Access the AI Assistant from the sidebar or the top-right button on any page. The AI panel slides in from the right without blocking your current work.

Features:

• Multi-turn conversations with full chat history
• Context-aware: the AI has access to your CRM data (contacts, deals, tasks, pipeline stats)
• Create new conversations or load previous ones
• Ask questions like "Show my pipeline summary", "What deals are closing this week?", or "Draft a follow-up email for John"

Go to Intelligence > Automations to create automated workflows. The visual workflow builder uses a 3-step process:

1. Trigger: What starts the workflow — Contact Added, Deal Stage Changed, Deal Created, Email Received, Task Completed, or Tag Added
2. Conditions: Optional filters to narrow when the workflow fires
3. Actions: What happens — multiple actions can be chained together

Manage workflows from the list view: toggle active/inactive, view execution history, monitor run counts. Rate limiting prevents infinite loops (max depth of 3, configurable max runs per contact).

The Dashboard is your central analytics hub. All data responds to the date range selector in the toolbar.

Primary KPIs (4 cards):

• Pipeline Value — total open pipeline with deal count
• Won Deals — value with percentage change vs previous period
• Lost Deals — value with count
• Win Rate — conversion percentage

Secondary KPIs (6 cards):

• Total Contacts (+ new in period)
• Total Companies
• Total Deals
• Pending Tasks
• Overdue Tasks (clickable — jumps to task list)
• Emails Sent in period

Charts:

• Pipeline by Stage (bar chart)
• Pipeline Funnel (horizontal bar)
• Revenue Trend (line + bar, auto-groups daily/weekly/monthly based on date range)
• Activity by Type (stacked bar)

Additional Sections:

• Top 5 largest open deals with value, stage, and contact
• Upcoming tasks by due date
• Recent activity feed

Date Presets: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or Custom Range.

Actions: Print the dashboard or export as PDF.

Go to any list page (Contacts, Companies) and click "Import CSV". The import process:

1. Upload a UTF-8 encoded CSV file
2. Preview the first 5 rows and map CSV columns to CRM fields (auto-suggested)
3. Choose duplicate handling: Skip Duplicates or Update Duplicates
4. Review duplicate counts (existing matches + in-file duplicates)
5. Run the import and view summary statistics

Click "Export CSV" on any list page to download all records in that section as a CSV file.

Go to System > Settings to configure your account.

Profile:

• First Name, Last Name, Company Name, Phone, Timezone
• Email is read-only (set during account creation)

Change Password:

• Enter current password, then new password (minimum 8 characters) and confirm

Outbound Email (SendGrid):

• Sending address is auto-generated from your account email and cannot be changed
• Set your Display Name (shown as the sender name)
• Send a test email to verify delivery

Outbound Email (SMTP — if SendGrid not enabled):

• SMTP Host, Port, Security (STARTTLS/SSL/None)
• Username, Password
• From Name, From Email
• Send a test email to verify your SMTP connection

Email Signature:

• Compose your email signature with basic HTML formatting
• Live preview shows how it will appear
• Signature is automatically appended to all outgoing emails

Go to System > Trash to view all deleted records. When you delete a contact, company, deal, or task, it's moved to the Trash instead of being permanently removed.

From the Trash page you can:

• View all deleted records with type, name, and deletion date
• Filter by record type (Contact, Company, Deal, Task)
• Restore — puts the record back where it was
• Delete Permanently — removes the record forever (cannot be undone)
• Empty Trash — permanently delete all trashed records at once

Tags help you organize and categorize contacts, companies, and deals. When creating or editing a record:

• Type a tag name and press Enter or comma to add it
• Tags appear as color-coded pills that can be removed with the X button
• Autocomplete suggests existing tags as you type
• Each tag gets a consistent color across the system

In detail panels, tags are displayed as clickable pills — click a tag to filter the list by that tag.

The notification bell in the top bar shows your unread count. Notifications are generated for:

• New emails received
• Overdue tasks and tasks due soon
• Deal stage changes
• Workflow executions
• Contact additions

Click the bell to view all notifications. Mark individual notifications as read, or use "Mark All Read" to clear them.

To ensure platform stability, the following rate limits apply per user:

• Sending emails: 50 per hour, 200 per day
• AI Assistant messages: 60 per hour
• Login attempts: 10 per 15 minutes
• Bulk deletions: 5 per hour
• CSV imports: 10 per hour
• CSV exports: 20 per hour
• API requests (general): 300 per minute

If you hit a rate limit, wait a moment and try again. A "Too many requests" message will appear.

Where do I access my CRM?
Log in at shop.leadzoid.com/crm with the email and password you created during setup.

What's the difference between Contacts, Companies, and Deals?
Contacts are individual people. Companies are organizations (contacts can be linked to companies). Deals are sales opportunities tied to contacts and companies — track them through pipeline stages from Lead to Won/Lost.

How do I track my sales pipeline?
Go to Deals to see your pipeline in kanban or list view. Drag deals between stages, set values and probabilities, and monitor everything from the Dashboard.

Can I send emails from the CRM?
Yes. Configure your email in Settings (SendGrid or SMTP), then go to Email to compose, send, and track emails. Open tracking shows when recipients read your messages.

How do I know if someone opened my email?
Outbound emails include automatic open tracking. A green "Opened" badge appears in your inbox, showing how many times the email was opened and when.

I accidentally deleted a record. Can I get it back?
Yes. Go to System > Trash. All deleted records are kept there. Click "Restore" to recover any record.

How do task reminders work?
The system automatically checks for overdue and upcoming tasks every 5 minutes. You'll see a notification badge and toast alerts for overdue tasks. Overdue tasks are highlighted in red in your task list.

Can I import my existing data?
Yes. Click "Import CSV" on the Contacts or Companies page. Upload your CSV file, map the columns, choose how to handle duplicates, and import. The system shows duplicate warnings before importing.

What are Automations?
Automations let you create if-this-then-that workflows. For example: when a deal stage changes to "Won", automatically create a follow-up task. Set triggers, conditions, and actions using the visual workflow builder.

How do I use the AI Assistant?
Click "AI Assistant" in the sidebar or the sparkle icon in the top bar. Ask questions about your CRM data, request summaries, or get help drafting emails. The AI has context about your contacts, deals, pipeline, and recent activity.

How do I set up my email signature?
Go to Settings and scroll to the "Email Signature" section. Write your signature (HTML supported), preview it, and save. It will automatically appear at the bottom of every outgoing email.

Is there a limit on how many emails I can send?
Yes. You can send up to 50 emails per hour and 200 per day. This protects deliverability and prevents abuse.

How do I get support?
Contact support through the website if you have questions or issues with your CRM system.

Enter your business name and select your brand colors (primary and secondary) to match your business. Optionally add your logo URL. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your admin dashboard will be live at shop.leadzoid.com/appointments, and you can set your public booking page address anytime under Settings → Booking Page Address.

After purchase, you'll receive an email with your admin login details:

• Admin Dashboard: shop.leadzoid.com/appointments
• Public Booking Page: the address you choose under Settings → Booking Page Address
• Username: Your email address
• Password: Auto-generated secure password

Log in to the admin dashboard to set up your services, staff, and availability.

• Professional Booking Page — Branded with your logo and colors
• 24/7 Online Booking — Clients book anytime, even while you sleep
• Email Reminders — An automatic reminder email the day before cuts no-shows
• Google Calendar Sync — Two-way sync prevents double bookings
• Client Database — Store customer info and appointment history
• Service & Pricing Setup — Unlimited services with custom durations and prices
• Custom Business Hours — Set availability for each day of the week
• Staff Calendars — Multiple staff members with individual schedules
• Multi-Location Support — Manage multiple business locations
• Appointment History — Track all past and upcoming bookings
• Analytics Dashboard — View bookings, revenue, and trends
• Block-Off Unavailable Times — Lunch breaks, vacations, personal time

Log in at shop.leadzoid.com/appointments to access your admin dashboard. The main navigation includes:

• Dashboard — Overview showing total services, upcoming appointments, and account status
• Appointments — View and manage all bookings with status filters (Pending, Confirmed, Completed, Cancelled)
• Customers — Access your customer database with contact details and appointment history
• Services — Create and manage bookable services
• Schedule — Set your business hours for each day
• Analytics — View performance reports and booking trends
• Locations — Add multiple business locations
• Staff — Manage team members and assign them to services
• Settings — Configure business info, branding, and booking policies
• Preview — View your public booking page

Go to the Services tab and click + Add Service. For each service, enter:

• Service Name — What clients will see (e.g., "1 Hour Consultation")
• Duration (minutes) — How long the appointment lasts
• Price — Cost of the service (set to $0.00 for free sessions)
• Description — Brief explanation of what's included

Click Save to add the service. Your services appear in a list showing name, duration, price, and status. You can Edit, Deactivate, or Delete any service at any time. Deactivated services won't appear on your public booking page but remain in your system.

Go to the Schedule tab to define when you're open for bookings. For each day of the week:

• Toggle between Open or Closed
• Set the start time and end time for open days

For example, set Monday-Friday from 9:00 AM to 5:00 PM, and mark Saturday-Sunday as Closed. Customers can only book appointments within these defined hours. Time slots outside your business hours won't appear as available.

Go to the Staff tab and click + Add Staff Member. Enter their details:

• Name (required)
• Email — For notifications
• Phone — Contact number
• Title/Role — Their position (e.g., "Senior Stylist")
• Photo — Upload a profile image (JPG, PNG, WEBP)
• Assign to Services — Select which services this staff member can perform

Customers can choose who they want to book with when multiple staff are available.

Go to the Locations tab and click + Add Location. Enter:

• Location Name (required)
• Street Address
• City, State, ZIP Code, Country
• Phone — Location-specific contact number

Add multiple locations if your business operates from different addresses. Customers can select their preferred location when booking.

Click the Settings icon to access Business Settings with three sections:

Business Information:

• Business Name, Email, Phone
• Timezone — Ensure appointments display in correct local time
• Address — Your business location

Branding:

• Logo URL — Displayed on booking page and confirmation emails
• Primary Color and Secondary Color — Applied to your booking interface

Booking Policies:

• Cancellation Notice (hours) — Minimum time before appointment that customers can cancel
• Booking Buffer (minutes) — Time padding between appointments
• Max Advance Booking (days) — How far ahead customers can book
• Minimum Advance Notice (hours) — Required notice before booking
• Currency — USD, EUR, GBP, CAD, or AUD

Go to the Appointments tab to see all bookings. Use the Status Filter to view:

• All Statuses — Every appointment
• Pending — Awaiting confirmation
• Confirmed — Approved appointments
• Completed — Finished sessions
• Cancelled — Cancelled bookings

Each appointment shows the customer name, service, date/time, and status. Click any appointment to view details or update its status.

Go to the Customers tab to access your complete customer list showing Name, Email, Phone, and total Appointments. Click any customer to view their full appointment history and contact information. This database grows automatically as customers book through your page.

Go to the Analytics tab to view business performance metrics:

Key Metrics:

• Total Bookings — Number of appointments booked
• Total Revenue — Income from paid services
• Completed — Successfully finished appointments
• Cancellations — Number of cancelled bookings

Visual Reports:

• Bookings Over Time — Chart showing booking trends by date
• Popular Services — Which services are booked most frequently

Filter by date range to analyze specific periods. Use these insights to optimize your service offerings and identify busy periods.

Share your public booking link (the address you set under Settings → Booking Page Address) on your website, social media, or email signature. When customers visit, they see a professional 3-step booking process:

Step 1 — Select a Service: Services display as cards showing price, duration, and description. Customer selects one and clicks Continue.

Step 2 — Select Date & Time: An interactive calendar shows available dates. After selecting a date, available time slots appear based on your business hours and existing bookings. Customer picks a time and clicks Continue.

Step 3 — Your Information: Customer enters their Full Name (required), Email (required), Phone, and any Additional Notes. A booking summary shows the service, duration, date, and time for review.

After clicking Confirm Booking, customers see a confirmation screen with their appointment details. The system automatically sends a confirmation email with all the booking information. The appointment immediately appears in your admin dashboard for management.

How do clients book appointments? You get a professional online booking page where clients can see your available times, select a service, and book instantly. Share the link on your website, social media, or email signature.

Will it remind clients of their appointments? Yes! An automatic reminder email is sent about a day before each appointment. This dramatically reduces no-shows and last-minute cancellations.

Can I manage multiple staff members? Absolutely. Create separate profiles for each staff member with their own services and availability. Clients can choose who they want to book with.

Does it sync with my existing calendar? Yes! Two-way Google Calendar sync keeps everything updated in real-time. Appointments booked online appear on your calendar, and blocked times show as unavailable.

Can I set different services and prices? Yes. Create unlimited services with custom names, durations, prices, and descriptions. You control exactly what clients can book and how long each service takes.

Can I block off vacation or unavailable times? Definitely. Set your business hours for each day, and those are the only times available for booking. Closed days and times outside your hours won't appear as bookable.

Where do I log in to manage my bookings? Log in at shop.leadzoid.com/appointments using the credentials sent to your email after purchase.

How do I get support? Contact support through the website if you have questions or issues with your appointment booking system.

After your account is activated, you'll receive login credentials via email. Log in at shop.leadzoid.com/social to access your social media dashboard. The dashboard shows an overview of your connected channels, scheduled posts, and account activity.

Before you can publish content, you need to connect your social media accounts:

1. Click Channels in the left sidebar
2. Click Add channels
3. Select the platform you want to connect (Facebook, Instagram, LinkedIn or X)
4. Choose the account type (Profile, Page, etc.)
5. Follow the authorization prompts to grant access

Your connected accounts will appear in the Channels list and can be selected when creating posts.

1. Click Publishing in the left sidebar
2. Click the Compose button in the top right
3. Select which channels to post to
4. Write your caption and add media (images or videos)
5. Choose to post immediately or schedule for later
6. Click Schedule or Post Now

The Publishing page displays a calendar showing all your scheduled and published posts. You can:

Switch Views — Toggle between Month, Week, or List view

Filter Posts — Filter by status (Published, Processing, Unpublished), social network, campaign, or label

Drag and Drop — Reschedule posts by dragging them to a new date

Quick Actions — Preview, edit, or delete posts directly from the calendar

Posts you've started but not scheduled are saved as drafts. Access them by clicking Draft in the Publishing navigation. From here you can continue editing or schedule your draft posts.

Campaigns help you organize related posts together:

1. Go to Publishing > Campaigns
2. Click Add new
3. Enter a campaign name and select a color
4. Click Create

When composing posts, you can assign them to a campaign to track performance and keep content organized.

Labels let you tag and categorize your posts:

1. Go to Publishing > Labels
2. Click Add new
3. Enter a label name and select a color
4. Click Create

Apply labels to posts when scheduling to filter and organize your content calendar.

Let AI automatically generate and publish content on a schedule:

1. Click AI Publishing in the left sidebar
2. Click Create new
3. Enter a campaign name
4. Select which channels to publish to
5. Choose your prompts from the prompt list
6. Configure AI options (language, tone, creativity, hashtags)
7. Set your posting schedule (times and days of the week)
8. Set an end date (optional)
9. Click Save changes

Customize how AI generates your content:

Include Media — Add AI-generated images, or pull from Unsplash, Pexels, or Pixabay

Language — Choose from 40+ languages

Tone of Voice — Select from Friendly, Professional, Humorous, Formal, and more

Creativity — Set the creativity level (Economic, Average, Good, Premium)

Hashtags — Automatically add 1-10 hashtags

Approximate Words — Set the target length for generated content

Schedule multiple posts at once using a CSV file:

1. Click Bulk Posts in the left sidebar
2. Click Bulk Template to download the CSV template
3. Fill in your posts in the template
4. Select which channels to post to
5. Upload your completed CSV file
6. Set the interval between posts (in minutes)
7. Click Save changes

The system will automatically schedule your posts with the specified interval between each one.

Automatically publish content from RSS feeds:

1. Click RSS Schedules in the left sidebar
2. Click Add new
3. Enter the RSS feed URL
4. Select which channels to publish to
5. Configure posting frequency and options
6. Click Save

New items from the RSS feed will be automatically posted to your selected channels.

Create content ideas and captions using AI:

1. Click AI Contents in the left sidebar
2. Choose a template from the left panel, or write your own prompt
3. Configure options:

• Language — Select your target language
• Tone of Voice — Choose the style of writing
• Creativity — Set how creative the output should be
• Hashtags — Add automatic hashtags
• Approximate Words — Set target length
• Total Results — How many variations to generate

1. Click Generate
2. Copy the results to use in your posts

Store images and videos for use in your posts:

1. Click Files in the left sidebar
2. Click New > Upload file
3. Select files from your computer
4. Files will appear in your library

You can also drag and drop files directly into the interface, or upload from a URL using Actions > Upload From URL.

Keep your media organized:

Create Folders — Click New > New folder to create folders

Filter by Type — Use the Filters dropdown to show only images, videos, documents, etc.

Search — Use the search bar to find specific files

Bulk Actions — Select multiple files and delete them at once

Create a library of reusable captions:

1. Click Captions in the left sidebar
2. Click Create new
3. Write your caption text
4. Click Save

When composing posts, you can quickly insert saved captions instead of writing from scratch.

Group multiple channels together for easy selection when posting:

1. Click Groups in the left sidebar
2. Click Create new
3. Enter a group name
4. Select which channels to include
5. Click Save

When composing posts, select a group to post to all channels in that group at once.

Add watermarks to protect your content:

1. Click Watermark in the left sidebar
2. Select an account or apply to all accounts
3. Upload your watermark image or enter text
4. Configure position and opacity
5. Click Save

Watermarks will be automatically applied to images you post through selected accounts.

Configure proxies for your accounts:

1. Click Proxies in the left sidebar
2. Click Create new
3. Enter your proxy details (address, port, credentials)
4. Add a description and location
5. Click Save

Assign proxies to specific channels to route traffic through them.

Find free images and videos to use in your posts:

1. Click Search Media Online in the left sidebar
2. Enter a keyword
3. Select a source (Unsplash, Pexels, Pixabay)
4. Click Search
5. Select the media you want
6. Click Save To Files to add them to your library

• Facebook — Pages
• Instagram — Business and Creator profiles
• LinkedIn — Pages and profiles
• X (Twitter) — Profiles

Each plan includes up to 500 scheduled posts a month and 1GB of media storage (files up to 10MB each).

Connect Multiple Channels — Manage all your social accounts from one place

Use Groups — Create groups for different clients or brands to post efficiently

Schedule Ahead — Plan your content calendar in advance using the calendar view

Leverage AI — Use AI Publishing to maintain a consistent posting schedule with minimal effort

Organize with Labels — Tag posts by topic or campaign for easy tracking

Save Captions — Build a library of proven captions to reuse

Use Bulk Upload — Save time by scheduling multiple posts at once via CSV