Onboarding quickstart

A mobile-first sales OS for people who sell from their contacts. Follow this guide to get started with botn as fast as possible.

Step 0 — Understand botn

botn isn’t a heavy general-purpose CRM. It focuses on completing two loops quickly and lightly.

Both loops feed the contact card; the to-dos they create surface on the Today screen, so if you’re unsure where to start, just remember how those two screens relate.

Step 1 — Set up your workspace

The first time you sign in with Google, a one-time workspace setup screen appears. You decide two things here.

• Workspace name — your team or store name.
• Public URL — the address used in your public form, booking, document, and quote links. Leave it blank and it’s derived from the name.

After setup, fill in the rest of your Settingsworkspace details, and if you work as a team, send out member invites.

Step 2 — Connect contacts & import

Sign in with Google to connect your Google Contacts; existing contacts import into customer cards in one step.

• When a connection is needed, a connect banner appears at the top of the Today and Home screens, so you can link your contacts right there.
• If a connection drops, a reconnect prompt shows up in the same spot.

Step 3 — Import data

Bring existing customers in via Import contacts. You can pull them in from a business-card photo or a CSV file.

Imported customers carry tags you can sort by, which makes selecting campaign targets easier later.

Step 4 — Explore the core

While you have no contacts or tasks yet, the Home screen shows a “What revenue flow do you want to build?” card. Pick a flow and it takes you straight to that feature.

• Organize contacts and send announcement messages → Import · Campaigns
• Get more customer bookings → Bookings
• Improve quote-to-contract conversion → Campaigns
• Never miss customers who respond → Actions
• Manage the sales team pipeline → Pipeline

If you’d rather explore at your own pace, start with these screens: Contact card · Campaigns · Bookings · Revenue · Today.

Common questions

• Do I need to install anything? — No app store — just add it to your home screen. Install guide
• I set the wrong public URL. — The URL can’t be changed, so check the preview before confirming it at setup.
• The concepts confuse me. — See how contacts, tags, actions, and deals connect in the core concepts. Core concepts