Help Center

Creating your BizBudPro account

Sign up, verify your email, and create your first workspace in under 2 minutes.

3 min

Inviting your team

Add teammates by email and assign roles like Owner, Admin, or Member.

2 min

Choosing the right plan

Pick the modules you need. Bundle two or more to save automatically.

4 min

Navigating your dashboard

Tour of the sidebar, command palette, and notification bell.

3 min

Keyboard shortcuts

Power-user shortcuts that work across the entire app.

2 min

CRM quickstart

Import contacts, set up your first pipeline, and log activity.

5 min

Importing contacts from CSV

Format your CSV correctly and avoid duplicates.

4 min

Deduplicating contacts

Find and merge duplicate contacts to keep your CRM clean.

3 min

Deals and pipelines

Customize pipelines, stages, and probability for accurate forecasting.

4 min

Lead scoring explained

Let AI rank your hottest leads automatically.

3 min

Forecasting basics

Weighted, committed, and best-case forecasts using your pipeline.

4 min

Running win/loss analysis

Spot patterns in why you win or lose deals.

3 min

The Sales workflow, end-to-end

How CRM, Lead Scoring, Outreach, Proposals, Forecasting, Win/Loss, Automations, Reports and Customer Health fit together.

8 min

Setting up Lead Scoring (your first run)

Seed rules, tune weights, recompute, then route hot leads downstream.

5 min

Sending your first proposal

Brand once, create from a CRM deal, send, and convert wins back automatically.

5 min

Building your first forecast

Stage probabilities + clean close dates = a forecast you can trust.

4 min

Running your first Win/Loss review

Define reasons, close cleanly, review weekly. Turn deal history into a playbook.

4 min

Automations for Sales — the glue

The high-leverage automations that connect CRM, Lead Scoring, Outreach, Proposals and Customer Health.

6 min

Reports for Sales — close the loop

The dashboards and the weekly digest that show your whole loop in one place.

4 min

Customer Health workflow

Score top accounts, automate the score, trigger rescue outreach, feed insights back.

5 min

Building your first AI chatbot

Create a chatbot, train it on your content, and embed it on your site.

6 min

Chatbot training tips that actually work

Improve answer quality with structured content and good test questions.

5 min

Handing off chatbot conversations to a human

Let visitors escalate to live chat — and route to the right teammate.

3 min

Reviewing and improving chatbot conversations

Use conversation logs to catch missed answers and tune your bot.

4 min

Outreach sequences overview

Send multi-step email campaigns with delays, branching, and AI personalization.

5 min

Enrolling contacts in a sequence

Three ways to add contacts: manually, by segment, or via automation.

3 min

Email deliverability checklist

Set up SPF, DKIM, DMARC and warm your sending domain.

6 min

Setting up your first outreach sequence

Connect Resend, pick a template, enroll contacts, activate. Step-by-step.

6 min

Generating content with AI

Brand voice, prompts, and best practices for blog and social posts.

4 min

Scheduling social posts

Connect your accounts and schedule across LinkedIn, X, Facebook, and Instagram.

3 min

Creating a landing page

Choose a theme, drag-drop sections, and publish to a custom domain.

5 min

Connecting a custom domain to a landing page

Point your domain at BizBudPro and verify SSL automatically.

4 min

A/B testing landing pages

Run experiments on headlines, CTAs, and hero images.

3 min

Setting up bookings

Share a scheduling link and sync your calendar.

4 min

Pre-meeting briefs

Get an AI-written brief 30 minutes before every call.

2 min

Sending your first invoice

Create, send, and get paid via Stripe pay-by-link.

4 min

Setting up recurring subscriptions

Bill customers monthly or annually with auto-charge.

4 min

Enabling the customer portal

Give customers a branded space for messages, invoices, and SOPs.

3 min

Replying to portal messages

Manage customer conversations from your inbox.

2 min

Writing SOPs your team will actually follow

Structure, language, and a template that works for any process.

5 min

Turning an SOP into a task checklist

Run an SOP for a specific deal or customer and track completion.

3 min

Installing the WordPress plugin

Add the BizBudPro plugin to your WordPress site for chat, lead forms, and CRM sync.

5 min

Troubleshooting WordPress connection

Common errors when connecting WordPress to BizBudPro.

3 min

Connecting Stripe

Use Stripe Connect for invoices, subscriptions, and pay-by-link.

3 min

Connecting Google or Outlook calendar

Two-way sync so bookings and meetings stay in sync.

3 min

Using webhooks

Get notified on the URL of your choice when things happen.

4 min

Roles and permissions explained

Owner, Admin, Manager, Member — what each can do.

3 min

Reading the audit log

Every sensitive action is logged — see who did what, and when.

2 min

Security best practices

Two-factor auth, SSO, and protecting your data.

4 min

Understanding AI credits

What credits cost, what they buy, and how to top up.

3 min

Billing FAQ

Common questions about invoices, refunds, and cancellations.

3 min

I can't sign in

Reset your password, recover access, or unlock your account.

3 min

An invoice failed to send

Common reasons an invoice didn't reach the customer.

2 min

Why my emails are going to spam

Top causes and quick fixes for spam folder placement.

4 min

A scheduled social post failed to publish

Reconnect accounts, fix permissions, or adjust content.

3 min

Dashboard shows a blank screen

Browser cache, extensions, and version mismatches.

2 min

Exporting your data

Download CSV/JSON exports of everything in your workspace.

2 min