SkedX CRMLeads, deals, calls, invoices — one recordSkedX FlowEvery chat in one inbox, answered at 2 amSkedX FormsNEWLeads that land on the recordSkedX CallNEWEvery call, written upSkedX AutomateNEWWhen something happens, do the next thing
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Profiles, deals, tasks and invoicing — run your pipeline without guessing.
Integrations7
All 7See how a person found you: the Signal tabIn review
3 minRead →See what reached Facebook, and send a failed conversion againIn review
3 minRead →Send conversions to more than one Facebook PixelIn review
3 minRead →Send CRM conversions to Facebook (Meta Conversions API)In review
7 minRead →Turn your website forms into enquiriesIn review
4 minRead →Find out why a website form sent no enquiryIn review
3 minRead →Connect Meta Lead Ads (Facebook and Instagram)In review
5 minRead →Profiles51
All 51Use the four numbers on a list — new today, need a reply, overdue, won this monthIn review
2 minRead →See everything that needs you today — My dayIn review
3 minRead →Add a person’s Instagram, LinkedIn and other accounts to a contactIn review
2 minRead →What is a profile?In review
2 minRead →Set up a profile for a team: its own, or syncedIn review
8 minRead →Change the statuses of a profileIn review
3 minRead →Create a profileIn review
3 minRead →Import profiles from a spreadsheetIn review
5 minRead →Fill any field in the import sheetIn review
4 minRead →Reading a profile pageIn review
4 minRead →The classic Enquiries page is retired: where everything is nowIn review
1 minRead →Read a Contacts list: who they are, where they stand and what comes nextIn review
2 minRead →Read a profile’s page: its own numbers, views and filterIn review
2 minRead →Use SkedX CRM on a small laptop: the folded sidebar and side panelIn review
2 minRead →Read the Enquiries page: the numbers, your views and where enquiries came fromIn review
2 minRead →Read the Deals page: the pipeline numbers, your views, the List and the BoardIn review
2 minRead →Move a deal to another stage: drag it on the Board, pick a stage on the List, mark several won or lostIn review
1 minRead →Show the deals of one profile, or of every profileIn review
1 minRead →See where a deal came from and what happens nextIn review
1 minRead →See each enquiry’s next step, and add a follow-up where there is noneIn review
1 minRead →Put a stage’s enquiries on a call list, or assign them, in one clickIn review
1 minRead →Move an enquiry to another stage on the BoardIn review
1 minRead →Group a list by stage, status, owner or any fieldIn review
2 minRead →Choose what each card shows on EnquiriesIn review
1 minRead →Filter enquiries by who last updated themIn review
1 minRead →Go to the next enquiry without going back to the listIn review
2 minRead →Add your own fields to profilesIn review
4 minRead →Tags and smart taggingIn review
3 minRead →Search, filter, and save viewsIn review
4 minRead →Sort a list by any columnIn review
3 minRead →Choose the columns a list shows, and their orderIn review
3 minRead →Pin a column to the leftIn review
2 minRead →Update a saved view — for everyone, or just for youIn review
2 minRead →Assign profiles to your teamIn review
6 minRead →Send enquiries to the right person with rule conditionsIn review
5 minRead →Reminders and follow-upsIn review
3 minRead →Merge two leads that are the same personIn review
2 minRead →Profiles and your Flow inboxIn review
4 minRead →Add an enquiry by handIn review
2 minRead →Share stages between profiles, or give one profile its ownIn review
2 minRead →Switch a profile to another stage list without losing a stageIn review
3 minRead →Choose where deals start on your stagesIn review
4 minRead →Move a record through its stagesIn review
3 minRead →Lead Info, the top box and the Revenue tabIn review
4 minRead →Pop-ups: open the right form the moment something happensIn review
5 minRead →Find a field on a recordIn review
2 minRead →Use a field that already existsIn review
3 minRead →Remove a drop-down option that records still useIn review
3 minRead →Delete a field that holds data — and get it backIn review
3 minRead →Call, email or WhatsApp someone from the listIn review
2 minRead →The Activity log on a record: read it, search it, write in itIn review
4 minRead →Calling15
All 15How SkedX Call works — and how many numbers you needIn review
6 minRead →Keep or dismiss what SkedX suggests from a call, a note, an email or a chatIn review
2 minRead →Put your people on your numbers: who answers, and their phoneIn review
2 minRead →Remove a phone number you no longer needIn review
2 minRead →Test that calls to your number reach your teamIn review
2 minRead →Choose the number you call fromIn review
1 minRead →A plan gift from SkedX: accept it, and what happens afterIn review
2 minRead →Keep Intelligence at the Pro price when your gift month endsIn review
2 minRead →Get your calls answeredIn review
4 minRead →Read your calls list: incoming, outgoing, missed, not answeredIn review
2 minRead →The call card: what it shows while you call, and how to close itIn review
3 minRead →Notes, reminders and follow-ups from a callIn review
3 minRead →Read a call’s transcript: who said whatIn review
2 minRead →Talk to a teammate first, then hand the caller overIn review
2 minRead →Work a call list: the rows, calling the next person, and when it runs dryIn review
3 minRead →Inbox5
All 5Set up your Inbox in SkedX CRM: channels, who becomes a record, the side panel, templatesIn review
6 minRead →Send a WhatsApp template to one person from their recordIn review
2 minRead →Reply to a Flow chat from Circle: read who sent what, answer, make a taskIn review
2 minRead →When an email is not delivered: why, and what to doIn review
3 minRead →Turn chats into records with “Chats as <profile>”In review
4 minRead →Analytics3
Your team4
All 4Tasks and your day2
Calendar20
All 20Your calendar: the week, a meeting at a glance, and moving itIn review
4 minRead →Connect your Outlook or Google calendarIn review
3 minRead →Set your working hours, special days and time offIn review
2 minRead →Create a booking link and share itIn review
3 minRead →Design a booking link: questions, its own look, and what happens afterIn review
5 minRead →Give a booking link its own hours, special days, breaks and limitsIn review
3 minRead →Choose the messages a booking link sends: confirmation, reminders, follow-up and WhatsAppIn review
4 minRead →Give your booking page its look — or let the brand kit leadIn review
2 minRead →See which booking link — and which ad — brings meetingsIn review
2 minRead →Book meetings from your own app or an AI assistantIn review
4 minRead →Your company’s one address — and where it leadsIn review
2 minRead →One booking link for your team: round-robin, everyone together, group sessionsIn review
4 minRead →Take payment when someone books — into your own payment accountIn review
4 minRead →Create a meeting from the Calendar — with the person it is forIn review
2 minRead →Invite guests to a meeting and see who is comingIn review
2 minRead →Open a meeting, change it, and keep notes on itIn review
3 minRead →Your reminders, in Calendar: see, tick and add themIn review
2 minRead →Meeting reminders: for the person who booked, and for youIn review
2 minRead →Colleagues booking you: who may add meetings to your calendarIn review
3 minRead →What people see when they book you — and how they move or cancelIn review
3 minRead →Emails SkedX sends1
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