Dashboard
These set of articles offer a summary of the dashboard's features and its importance to your Business.
Inbox
This section is designed to help you get the most out of your Inbox and access all the features that can take your conversations t to the next level.
Tasks
How to Use Tasks and Boost Your Productivity Inside Your CRM
Calendars
When it comes to calendars, this training area will provide you with guidance on how to effectively use the calendar functions in your CRM platform.
Contacts
In this section, we will explore the different ways you can use the contacts feature inside of your CRM to streamline your workflow and improve your customer relationships.
Pipelines
This section will teach you how to effectively use pipelines with your CRM.
Payments
The Invoices section provides various guides to help you utilize all of the invoicing features in your CRM.
Marketing
CRM automation tools enable businesses to automate repetitive marketing tasks such as lead generation, email campaigns, social media management, and more.
Workflows & Automation
Explore the essential information you need to know about effectively using Workflows & Automation in your CRM with this comprehensive guide.
Funnels & Landing Page Builder
This section provides information on using funnels within your CRM.
Chat Widget
Here's everything you need to know about using the chat widget with your CRM:
Email Marketing
Message Templates
Here's everything you need to know about using messaging templates in your CRM
Forms
Here's everything you need to know about using forms in your CRM
Reporting
Reporting provides metrics on performance, allowing businesses to track progress, identify areas for improvement, and make data-driven decisions.
Settings
The settings section is where you can set up and adjust various components within your CRM.
Phone
Here, you will find advice on integrating phone numbers into your CRM system, setting up automated calling processes, and using phone features to improve customer communication.
Integrations
Learn more specifically about integrations with Aesthetix CRM
AI Chat
Explore this collection to learn how to setup your AI chat assistant.
FAQs & Troubleshooting
Answers to the most frequently asked questions about Aesthetix CRM.
Media
This collection will guide you on how to use Media with your CRM
Social Media Planner
Here's everything you need to know about using Social Media Planner features.
Survey
This ultimate guide covers all the important information you need to know about effectively using Surveys in your CRM.
Websites
This collection will guide you on how to use Websites with your CRM
E-commerce
Ads Integrations
Learn how to connect paid ads for platforms like Facebook, Google, TikTok, and more.
Courses
Here's everything you need to know about using Memberships in your CRM
LOOM
This collection will guide you on how to use LOOM application
Ads Manager
Unlock the potential of Ads Manager in AX with this insightful guide. Learn how to create, manage, and optimize your advertising campaigns effectively, ensuring maximum reach and engagement for your brand.
