Frequently Asked Questions · 3 min

New customer quick answers

The questions every agency asks in week one, answered in one place.

1
No sales calls are ever required — everything is self-service with guided setup.
2
You can edit every workflow, template and pipeline; nothing is locked.
3
Your agency management system stays your system of record; this handles communication.
4
Your team members can be added as users with their own tasks and notifications.