Help Center

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.

Domain

This section provides information on how to use domains

Pipelines

This section will teach you how to effectively use pipelines with your CRM.

Marketing

CRM automation tools enable businesses to automate repetitive marketing tasks such as lead generation, email campaigns, social media management, and more.

Integrations

Learn more specifically about integrations with Aesthetix 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.

Settings

The settings section is where you can set up and adjust various components within your CRM.

Frequently Asked Questions

Answers to the most frequently asked questions about Aesthetix CRM.

Funnels & Landing Page Builder

This section provides information on using funnels within your CRM.

Business Profile

This section provides guidance on how to effectively manage your business profile.

Chat Widget

Here's everything you need to know about using the chat widget with your CRM:

Custom Fields & Custom Values

This section will guide you on how to effectively use custom fields and custom values within your CRM.

Forms

Here's everything you need to know about using forms in your CRM

Invoices

The Invoices section provides various guides to help you utilize all of the invoicing features in your CRM.

Media

This collection will guide you on how to use Media with your CRM

Message Templates

Here's everything you need to know about using messaging templates in your CRM

My Profile

Through the profile area, you can easily manage a diverse range of features including personal integrations, calendars, availability, personal information and much more.