Help Center
Full setup and operating guides for the real app surface: CRM, billing, payments, automations, exports, notes, recurring workflows, and everyday workspace use.
Guided setup
Start with onboarding, domain setup, billing connection, and first imports.
Daily operations
Learn archive rules, payments, receipts, recurring work, and client support flow.
Reports and workflows
Understand reports, CSV exports, automations, and routine workspace operations.
Uploading your business logo for branded emails
Add your company logo once and reuse it across outbound email so receipts, reports, and saved templates feel more polished.
How to upload a workspace logo and make sure it appears cleanly across your branded email flow.
SupportUsing the support inbox and owner notifications
Keep workspace support conversations organized while sending owner alerts when a new message or signup needs attention.
A practical guide to the support inbox, chat flow, attachments, and owner notification alerts.
Getting startedStandalone workspace quick start
Launch without connected billing. Set your business name, import clients, and start managing follow-ups fast.
A fast way to get a freelancer or solo workspace live without waiting on connected billing.
EmailHow to verify your sending domain
Avoid the most common email issue by connecting DNS records correctly before sending your first campaign.
A practical setup guide for getting outbound email healthy before you start sending real client messages.
MigrationImporting existing clients from CSV
Bring in names, plans, MRR, balances, and notes with the right column format and fewer cleanup headaches.
How to move your old spreadsheet into Customerscor with less cleanup and better results.
BillingConnecting billing for live subscription data
Use your secret key safely, choose the correct Stripe environment, and sync your real customer history.
A safe path for connecting live billing without polluting your workspace with the wrong environment.
ReportingSetting up owner reports and team alerts
Route reports to inboxes and Slack channels so you always know what needs attention each week.
How to make reports actually useful by sending them where people already work.
PlansWhen to use Starter vs Pro
Understand the 20-client free cap, when unlimited clients matters, and how to price your own growth confidently.
A simple guide for deciding when the free plan is enough and when Pro protects momentum.
CRMOrganizing your CRM with custom fields
Track niche client details, project attributes, and qualification notes without forcing everything into one generic layout.
How to make the CRM fit your business instead of squeezing your business into generic fields.
OperationsUsing archive and restore safely
Keep your workspace clean without deleting valuable history by archiving clients, invoices, services, and payments the right way.
A safer way to clean up the workspace without losing record history.
PaymentsRecording payments and sending receipts
Mark invoices as paid, log manual payments, and keep the receipt trail accurate for both you and the client.
How to keep your receivables, invoice status, and receipts aligned.
RecurringRecurring invoices for retainers and repeat work
Set up repeat billing profiles so monthly work does not have to be recreated from scratch every cycle.
How to use recurring invoice profiles for predictable, lower-friction repeat work.
AutomationAutomation rules that save real time
Use reminders, follow-up triggers, and status-based actions to reduce the manual admin work that usually piles up.
How to design small automation wins that compound instead of creating noisy complexity.
ReportsExporting reports as CSV
Pull clean client, summary, and transaction exports when you need to audit the business or share numbers elsewhere.
How to use CSV exports without losing the structure you already built inside the app.
NotesHow internal notes help support and delivery
Keep account context, client preferences, and risk details attached to the customer record so nothing gets lost.
Why internal notes are one of the highest leverage features in the whole CRM.