Miscellaneous
Enabling Cross-Site Tracking (3rd Party Cookies)
CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
Coupons in Memberships
Become a CRM Affiliate
Earn Recurring Commissions as a CRM Affiliate Your expertise in our platform can become a powerful new revenue stream. By joining our affiliate program, you can earn monthly recurring commissions for
How to Set Up Custom Review Request Messages (SMS/Email)
About Review Request Messages Review request messaging automates the process of asking your customers for public reviews. Your CRM can send personalized SMS and email messages after a customer checks
Hide the SMTP Setup Help Document Link
Overview This guide explains how to prevent clients from seeing the SMTP setup help document link within the CRM by using a custom CSS snippet in your agency settings. What the Link Looks Like In the
Getting Started as a CRM Affiliate
Welcome to the CRM Affiliate Program Congratulations on becoming an affiliate! This program allows you to earn recurring commissions by referring new users to the CRM platform. You will earn a 40% com
Using the Affiliate Portal
Getting Started with the Affiliate Portal The Affiliate Portal is your central hub for managing your participation in the CRM's affiliate program. From this portal, you can sign up as an affiliate, mo
Brand Kit: Using the CRM Logo and Brand Assets
About the CRM Brand Kit The CRM Brand Kit provides a complete set of guidelines and downloadable materials to help partners, agencies, and team members maintain a consistent and professional brand ide
24/7 Customer Support Options
Premium Support Upgrade For accelerated assistance from our customer support team, consider upgrading your account to access premium support services. This option provides priority handling for your s
Customizing Review Widgets
What Are Review Widgets? Review widgets allow you to display authentic customer reviews directly on your website, helping build trust and social proof. They aggregate feedback from platforms like Goog
Installing Apps from the CRM Marketplace
Finding and Installing Apps from the CRM Marketplace The CRM Marketplace is a central location where you can discover and add powerful applications to extend the functionality of your CRM. To maintain
CRM Pricing Guide
This guide provides comprehensive information about CRM subscription plans, billing management, usage-based services, and add-on features. Understanding your pricing options helps you make informed de
Configure Your Marketplace App Pricing
Configuring Your App's Pricing You can set up how your app is monetized by navigating to your app within the Marketplace developer portal. From your app's main menu, select the Pricing option to acces
Create a Certificate Template
Creating a Certificate Template Certificates are a powerful way to recognize and reward achievements within your community. You can create custom, professional-looking certificates to award for accomp
Configure Your App Listing Type
When creating an app in the CRM marketplace, you must select a listing type that determines where and how your app is visible to agencies and their sub-accounts. This choice is made during the initial
Getting Your Referrals Started in the CRM
Guiding Your Referrals Through Their CRM Journey Helping your referrals get started with the CRM is a crucial part of being an affiliate. This guide outlines the key steps to support them from choosin
About the Affiliate Commander Program
Understanding Affiliate Commander Status The Affiliate Commander title is an annual recognition awarded to the platform's top-performing affiliates. It is designed to honor and reward significant cont
Accessing Your Annual Income Statement for Tax Reporting
As part of our annual tax reporting process, qualifying affiliates and partners will receive an income statement for the previous year. This document details the total amount you were paid by the CRM
Using the Labs Feature for Early Access to New CRM Tools
What Is the CRM Labs Feature? The CRM Labs feature is an early-access program that allows you to test new and evolving platform capabilities before they are officially released to all users. Features
Updating Your App Subscription Plan
How to Change Your App Pricing Plan You can modify the subscription plan for any app you have installed through the App Marketplace. This guide explains the process for different app distribution type
Customize and Reorder Prospecting Report Sections
Take Control of Your Prospecting Reports Your prospecting reports are now fully customizable. You can choose which sections appear and decide the order in which they are presented, allowing you to tai
Configure Review Request Distribution Across Platforms
What Is Review Request Distribution? Review Request Distribution is a feature that allows you to automatically split the review requests you send to contacts between multiple online platforms, such as
GDPR Compliance and Data Privacy
Your CRM platform is committed to safeguarding the privacy of your data and the data of your customers. We are proud to participate in frameworks that demonstrate our dedication to data security and c
How to Refer Customers to the Pro Plan as an Affiliate
Overview As an affiliate, you can refer both new customers and existing customers to upgrade to the Pro plan. This article explains how to find your unique affiliate links and the proper process for e
Customizing and Displaying the Review Widget
Before You Begin Before customizing your review widget, note that you can display both Facebook and Google reviews using this feature. The widget can be embedded on third-party platforms using the pro
How to Create Quizzes for Membership Courses
Creating Quizzes for Your Membership Courses Quizzes, also known as assessments, are a powerful way to test your learners' understanding and track their progress within your membership courses. You ca
Glossary of CRM Terms
Introduction This glossary provides definitions for common terms and abbreviations used within the CRM platform and related features. Use this resource alongside other help articles to deepen your und
Getting Started with the Template Library
What is the Template Library? The Template Library is a central resource within your CRM that provides a wide array of professionally designed templates. You can use these templates for creating websi
Set Up Your CRM Language and Understand Available Translations
Overview Your CRM now supports multiple languages. This feature allows you to view the CRM interface, notifications, and messages in a language that suits your business and team. Configuring Language
CRM Security and Compliance Overview
Introduction: Our Company and Products Our CRM platform was designed by marketing professionals specifically for agencies, with the goal of helping businesses exceed their performance benchmarks. We f
Integrishield & Affiliate Content Compliance
To simplify compliance for affiliates, CRM has integrated with Integrishield, a specialized compliance tool that automatically reviews your promotional content against CRM’s Affiliate Agreement and Co
Understanding the Minimum Advertised Pricing (MAP) Policy
What is the Minimum Advertised Pricing (MAP) Policy? The Minimum Advertised Pricing (MAP) Policy requires that when you resell the CRM platform (including white-labeled versions), you may not publicly
How to Create a Fixed Countdown Timer
What Is a Countdown Timer? A countdown timer is a dynamic element that displays the time remaining until a specific date or event. It helps create a sense of urgency and encourages visitors to take ac
How to Create a Recurring Timer
What is a Recurring Timer? A recurring timer is a dynamic countdown tool that automatically restarts after reaching zero. It cycles through a set duration repeatedly, making it ideal for promoting eve
Using Custom JavaScript and CSS in Marketplace Apps
Introduction The CRM platform allows developers to enhance agency-distributed Marketplace Apps by adding Custom JavaScript and CSS. This feature provides greater control over the app's behavior and ap
How to Send Review Requests via WhatsApp
Sending Review Requests via WhatsApp Using WhatsApp to request reviews is an effective method for collecting customer feedback directly through a familiar messaging channel. You can send these request
Understanding Premium Customer Support
What is Premium Customer Support? Premium Customer Support is an enhanced service tier designed to provide personalized, rapid assistance that goes beyond standard and priority support offerings. It e
App Marketplace - Refund Policy
This Refund Policy outlines the conditions under which you may be eligible for a refund for applications ("Apps") purchased through the CRM's App Marketplace. The policy is divided into categories bas
Personalize Recurring Review Request Emails
Personalize Your Automated Review Requests Use custom email templates to add a personal touch to your automated review request sequence. This feature allows you to move beyond generic messages and cre
Kickstart Your Gym's Growth
Welcome to Your Gym Growth Guide This guide is designed specifically for gym owners, whether you operate a single location, manage a chain, or are just starting out. It provides a clear path to grow y
Managing Template Expiration Dates
Setting a Manual Expiry Date for a Template You can configure a specific date on which a template will expire and become unavailable for use. Navigate to the Certificates section from your CRM dashboa
Using Local SEO Heatmaps to Track Geographic Rankings
Understanding Local SEO Heatmaps For businesses that serve customers in specific geographic areas, appearing in Google's local search results is essential. The CRM's Local SEO feature includes a tool
Important Updates to Terms of Service and Privacy Policy
Overview We have updated our Terms of Service and Privacy Policy to provide greater clarity and enhance our service. These changes will become effective on September 22, 2025. This article summarizes
Accessibility Improvements for the Top Navigation and Help Panel
Overview of the Top Navigation and Help Panel Accessibility Improvements The CRM platform has been updated with significant accessibility improvements for the main top navigation bar and the side pane
Meta Ad Widgets: Display Facebook and Instagram Ad Performance in Your CRM
What Are Meta Ad Widgets? Meta Ad Widgets are pre-built visual reporting components that pull performance data from your connected Facebook and Instagram advertising accounts directly into your CRM da
Community Affiliate Program
What is the Community Affiliate Program? The Community Affiliate Program is a feature that allows you to create an internal referral system for your community. When you activate this program, members
Download the CRM Desktop App for Windows, macOS, and Linux
Introduction Enhance your productivity with the CRM Desktop App, available for Windows, macOS, and Linux. This application delivers a faster, focused experience with native operating system notificati
Accessibility in CRM
Our Commitment to Accessibility Our CRM platform is designed to be inclusive and usable for everyone. We are dedicated to continuously improving accessibility across our product to meet WCAG 2.1 Level
Effortless File Search: Media Center’s File Type Filter for Quick Access
What Is the File Type Filter in Media Center? The File Type Filter is a dropdown tool in the Media Center toolbar that helps you instantly narrow down your files by category. With a single click, you
Agency App Reselling Config API
What is the Agency App Reselling Config API? The Agency App Reselling Config API is a tool that provides the final, client-facing pricing for your agency's resold applications. By using this API with
Understanding the Account Pause Feature
The Account Pause option provides flexibility for users who need to temporarily step away from their CRM while ensuring their data and configurations remain secure. This feature allows you to preserve
CRM Achieves SOC 2 Type II Certification
At CRM, trust is the bedrock of our platform. We are excited to announce a significant achievement: CRM has officially earned SOC 2 Type II certification. This accomplishment represents months of dedi
App Marketplace Earnings Dashboard
Understanding the App Marketplace Earnings Dashboard The App Marketplace Earnings Dashboard provides a centralized view of the financial performance and adoption of apps you've installed for your sub-
How to Prospect, Audit, and Map Service Area Businesses
Understanding Service Area Business Support Service Area Businesses (SABs) are local companies that serve customers at their locations or across a defined region, rather than operating from a public s
How to Leave a Review for an App in the Marketplace
Overview The CRM Marketplace includes a system for users to rate and review apps they have installed. This feature helps others in the community understand the quality and usefulness of an application
Enhanced Live Sessions in Communities: Personal Meeting Links, Recordings Hub, and Noise Cancellation
Communities now offers powerful enhancements to live sessions, providing community owners, coaches, educators, and event hosts with a more streamlined and professional hosting experience. With Persona
Tag Channels and Events in Community Posts
What are Channel and Event Tags? Channel and event tags let you create clickable references to specific discussion areas and scheduled events directly within your community posts and comments. By typi
Reporting Translation Issues from the CRM Interface
To ensure the CRM platform is accessible and easy to use for a global audience, Agency Owners and Agency Admins can report translation issues directly from within the interface. This feature provides
Configuring Course Lesson Auto-Progression and Learner Controls
Streamlining the Learning Journey This guide explains how to use the CRM's learner experience controls and auto-progression features to create a seamless flow for students moving through your course c