HELP ARTICLE

How does the CRM platform work?

Your system runs inside Extreme Marketing OS, the current name for Extreme Marketing OS. New contacts enter the CRM from your funnel and can trigger the configured email follow-up.

Use the contact record, tags, notes, pipelines, calendars, and conversations to manage each prospect. SMS and connected channels require the appropriate setup and may carry separate usage charges.

Ask support which messaging setup applies to your account before purchasing a separate provider subscription. Do not send passwords or API keys in public messages.

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