Setup & Onboarding

Complete your setup to unlock the full power of Digital360.

Overall Progress33%

Brand

Set Digital360 identity, sender details, theme tokens, and portal presentation.

Completed

Workspace

Create the first client workspace, industry profile, timezone, and operating model.

Completed

Team

Invite admins, operators, sales users, billing users, and client viewers.

Completed

CRM import

Map contacts, companies, tags, lifecycle stages, and opportunity sources.

Import Progress

62%

1,250 of 2,000 records imported

In Progress

Integrations

Connect or stage Stripe, Twilio, email, calendar, Meta, GBP, Supabase, and OpenAI.

Pending

Campaign

Prepare the first launch funnel, campaign, follow-up sequence, and attribution route.

Pending

Automation

Activate speed-to-lead, missed-call, review request, and task routing workflows.

Pending

Billing

Choose launch plan, usage limits, billing owner, invoice profile, and payment provider.

Pending

Launch

Review readiness, domain settings, auth email, integrations, reporting, and client handoff.

Pending

Your next steps

Complete CRM import to bring in your data

Connect your calendar to start booking appointments

Set up automations to save time and scale

Schedule a call with our success team and get expert help.