Can I manage multiple companies under my account?

You can manage multiple companies under a single account. But they will share the same database. All contacts and contacts/leads of different companies will be on the same list. But you can manage them by adding specific tags.

Inside System, you can use tags to organize and filter your contacts and leads. You can set these tags manually or select them dynamically using conditions inside automation flows to tag and segment your contacts.

For example, you have two companies like, Company-A and Company-B. For 'Company A', youhave a lead form (Form-A) to collect leads, and the same way, for Company-B, you have a form(Form-B). When your users submit Form-A, you set tag 'com-A' for that contact/lead withautomation. The same process is also applicable for Company-B. And this way, you will be able to separate them.

Recently we have launched new version with new subscription packages. If you have a lifetime subscription, you won't be charged for any feature included with your subscription. 

Since we released some new features not included with your subscription, and you want to avail them, then the system will charge an amount for that.

Please, navigate to → account/profile/billing to check the billing history,purchased items, and price list.

The service usage area provides you with information about the features included with your plan and the number of allocations you have for them. That will show in the Service Usage area as your purchased amounts and additional information showing you how many of that have been used up.

Steps to check the service usage

Open the ‘My Account’ portal

After log in, please navigate to the profile icon on the top-right side of the dashboard. Now, click on the ‘My Account’ link there.

Open the ‘Service Usage’ page

On the top menu bar, please click on the ‘Service Usage’ button to view the service usage page.

Subscriptions

You can check your current subscription. You can check your account's current balance, and you caneven add your card to purchase credits for your account.

Check Subscription

After the successful login, please click on the top-left profile icon and go tothe ‘My account’ from there.

Now, click on the ‘Billing’ tab to get details of your account balance, credit card/s, and subscriptions.

This part shows the subscription details and the next billing date, if you have any.

 Upgrade/Cancel Subscription

After logging into your ‘Billing’ section, you will get these two buttons to cancel or upgrade yoursubscription plans under the' Your Plan' area.

Billing Overview

You will get the billing overview at the top of the billing section.

There are three buttons for different actions.

- The first button, ‘Balance Active,’ is to get details of billing history.

- The second button, ‘Purchase Item,’ is to get the list of purchased items beyond the subscription.

- The third button, ‘Price List,’ is to get the list of add-ons prices.

Add credit card

At the bottom of the billing section, you will get the option to add credit card/s to your account to recharge your account.

Auto recharge

System offers you the feature to auto-recharge your account to ensure any usage-based services

such as SMS or Phone are not interrupted. You only need to enable this toggle to activate the auto-recharge service.

You can set the recharge amount and the breaking point to recharge.

To activate the ‘Auto-Recharge’ feature, you must have to add a credit card first.

System Subscriptions

You to check your current subscription. You can check your account’s current balance, and you can even add your card to purchase credits for your account.

 Check Subscription

After the successful login, please click on the top-left profile icon and go to the ‘My account’ from there.

Now, click on the ‘Billing’ tab to get details of your account balance, credit card/s,and subscriptions.

This part shows the subscription details and the next billing date if you have any.

Upgrade/Cancel Subscription

After login in to your ‘Billing’ section, under the ‘Your Plan’ area, you will get these two buttons tp cancel or upgrade your subscription plans.

 Steps to add/update the credit card info

Please, navigate to the ‘My Account under your account icon

Then, navigate the ‘Billing’ tab on the top bar

Once the page is opened, at the bottom of the page, you will have the option to add a new credit card or edit existing card info

Steps to reset account data

 Navigate to account settings

Please, click on the top-right account icon and select ‘My Account’ on the dropdown.

Please, navigate to the ‘Security’ menu on the top menu bar.

Once the page is loaded, the system will ask for your account password

Delete the data

After verification, please, click on the ‘DELETE ALL DATA IN MY ACCOUNT’ button

The system will send you a verification code in your email. Once you verify the code,the system will automatically delete all the existing data after seven days.

How can we create Roles & Permission?

Create Role & Permission

Create different Access Keys for different types of users. When you want to give an Assistant, Web Designer, Developer,or Sales person different access to the system you will use roles.

 Access Keys are a group of Permissions that control what a user can/can't do and see in the system.The first role All Access has been created for you automatically.

1. First you have to click on the setting tab from the most left side

2. Then click on Create New Role Button

3. Enter the name of the Role and assigned some permission to that role

4. Save the Role

5. Here is the newly created Role with the assigned permission.

Hurry we are done.