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Getting Started
5 articles
- How to complete your startbuddi workspace setup
- How to create and verify your startbuddi account
- Getting started with the startbuddi CRM (Customers)
- How to add live chat to your website with startbuddi
- How to use automations in startbuddi: build your first sequence
- How to use the Chip AI assistant to run your business
- How to build a landing page in startbuddi
- How to configure round robin scheduling for your team
- How refunds work for your startbuddi plan
- How to add your company branding to invoices
- Integrations: how to connect the tools you already use to startbuddi
- How to connect WhatsApp to startbuddi
- How to connect your social accounts
- How to add employees and build your org chart
- How to run performance reviews
- How to assign tasks to team members
- How to create your first project in startbuddi
Latest articles
How to use whiteboards
Integrations: how to connect the tools you already use to startbuddi
How to track goal progress week over week
How to upload and organise your brand assets
How to use client portals
How to use CRM automation in startbuddi to follow up without thinking about it
How to use subtasks and dependencies
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Every help article, newest first.
Integrations: how to connect the tools you already use to startbuddiIntegrations
How to use whiteboardsProjects, time and goals
How to use the startbuddi inbox to answer every customer message in one placeCRM and inbox
How to use subtasks and dependenciesProjects, time and goals
How to use CRM automation in startbuddi to follow up without thinking about itCRM and inbox
How to use client portalsProjects, time and goals
How to upload and organise your brand assetsMarketing
How to track goal progress week over weekProjects, time and goals
How to track cash flow and forecast your balanceBilling and payments
How to set up your sales pipeline in startbuddiCRM and inbox