Plans, credits, workspace settings, meetings, notifications, and email monitoring.
View your plan, credit balance, auto-recharge, top-ups, and billing history at /dashboard/billing.
Feature gates, seat limits, cadence caps, and what each plan includes before you upgrade.
Workspace name, timezone, industry, roles, tags, pipeline stages, and sidebar customization.
Booking link, availability, video defaults, SMS reminders, and Teams meeting options.
Email, in-app, and SMS alerts for leads, tasks, inbox, calls, and security events.
Admin dashboard for outbound queue health, delivery stats, and manual queue processing.
Create least-privilege roles so admins, managers, and reps only see the tools they need.
Create, clean up, and apply tags so contacts, leads, deals, and workflows stay searchable.
Customize contact or lead stages so lists, boards, smart queues, and reports match your process.
Set deal pipeline stages so forecasting, board views, and revenue reports stay consistent.
Manage call disposition labels for dialer workflows, reporting, and coaching.
Set default commission logic and understand when deal-level overrides should be used.