Talk through your reporting question.

Ask about setup, workspace access, a connection or the records in a client report.

For setup and reporting

Describe the workflow, CRM provider and step you want to check. The setup guide separates intake, delivery and matching. The report-reading guide explains dates, values and missing results.

For account access

Describe the account or workspace access problem. Support must verify the requester’s authority before account or membership changes. Do not send passwords, API keys, invitation tokens or authenticator setup keys.

For privacy and removal requests

Use the same email for correction or removal requests. Describe the request without including unnecessary lead or client data. Agency or workspace authority is verified before action. See the privacy policy for data handling and disconnection details.

For current access and pricing

Explain the client-reporting workflow you need to evaluate. Paid checkout and subscriptions are not available; the pricing page describes the current status.