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Knowledge Base

Find help articles, guides, tutorials, and answers to get the most out of Better Sales Pro.

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CRM & Pipeline

Manage leads, contacts, deals, and pipelines.

7 articles

Invoicing & Payments

Create invoices, track payments, and get paid.

4 articles

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Popular articles

Owner Lookup

Owner Lookup There are three major parts of your profile within the software system. These include the public…

Reset Password

At times, we all find ourselves in situations where we need to reset our password. Whether you've forgotten yo…

The Do Not Call List

The United States Do-Not-Call Registry aims to protect consumers from these unwanted phone solicitations. Whil…

Email to Lead Integration

Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. Y…

Referral Codes

Our system allows you to create a unique identifying keyword that will be used on the end of client links. Whe…

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Developer docs

API documentation, webhooks, and integration guides