Stack docs

Everything about how Stack works: what each screen does and how to do each task. Looking for strategy and step-by-step builds? Head to Learn.

New to Stack?Set up your account, business profile and team.

Coming from another tool?Step-by-step guides for moving from ActiveCampaign, ClickFunnels, Kajabi, Keap and more.

Browse by area

Contacts & CRMYour contact records, smart lists, custom fields, companies, custom objects and tasks.

Conversations & phoneThe unified inbox, phone and calling, text messaging, email sending and WhatsApp.

PipelinesTrack deals through your sales stages with opportunities and pipelines.

Email & SMS marketingBuild emails, send campaigns and manage your templates and brand.

AutomationsBuild workflows, and look up every trigger and action.

Sites & funnelsWebsites, funnels, forms, surveys, blogs, online stores and the chat widget.

CalendarsBooking calendars, appointments, availability and calendar integrations.

Payments & invoicesInvoices, estimates, payment links, subscriptions, taxes, and documents and contracts.

Social planner & adsSchedule social posts and run ads.

Reviews & listingsRequest, monitor and reply to reviews, and manage your business listings.

ReportingDashboards, reports and attribution.

Courses & communitiesCourses, memberships, communities, certificates and the client portal.

AIConversation AI, Voice AI, Content AI and AI in workflows.

Affiliate managerRun your own affiliate program with campaigns, commissions and payouts.

IntegrationsConnect Facebook, Google, Stripe, Zapier and other tools.

Mobile appUse Stack from your phone.

Account & settingsAccount settings, users and permissions, and troubleshooting.