# Explore Stacks — guides for every feature

> Learn how to set up and get the most out of every Stacks feature — CRM, email marketing, reviews, invoicing, scheduling, support and time tracking.

Markdown version of https://stackscrm.com/features — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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Guides & how-tos

# Explore our Features

Everything you need to set up and get the most out of Stacks — one short guide per feature.

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## Browse by feature

One article per screen — click any topic

Comparing CRM options? Read our [Pipedrive](https://stackscrm.com/alternatives/pipedrive), [HubSpot Free](https://stackscrm.com/alternatives/hubspot-free), and [HubSpot](https://stackscrm.com/alternatives/hubspot) alternatives guides →

### Getting started

- [Create your account & workspace →](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team →](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained →](https://stackscrm.com/features/dashboard-tour)

### Sales CRM

- [Import your contacts →](https://stackscrm.com/features/import-contacts)
- [Add a contact →](https://stackscrm.com/features/add-contact)
- [Organize with tags →](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline →](https://stackscrm.com/features/manage-sales-pipeline)
- [Export your contacts →](https://stackscrm.com/features/export-contacts)
- [Add custom fields →](https://stackscrm.com/features/add-custom-fields-to-contacts)

### Email marketing

- [Send your first campaign →](https://stackscrm.com/features/send-email-campaign)
- [Build an email list →](https://stackscrm.com/features/grow-email-list-opt-in-forms)
- [Set up a drip sequence →](https://stackscrm.com/features/email-drip-sequence)

### Reviews

- [Request a review →](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews →](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget →](https://stackscrm.com/features/add-reviews-widget)

### Invoicing

- [Create an invoice →](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate →](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online →](https://stackscrm.com/features/payment-links)
- [Set up recurring invoices →](https://stackscrm.com/features/set-up-recurring-invoices)
- [Track expenses & profit →](https://stackscrm.com/features/track-expenses-and-profit)
- [Manage projects & bill time →](https://stackscrm.com/features/bill-project-time)

### Scheduling

- [Set your availability →](https://stackscrm.com/features/set-availability-take-bookings)
- [Create a booking type →](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link →](https://stackscrm.com/features/share-embed-booking-link)

### Support desk

- [Open & assign tickets →](https://stackscrm.com/features/manage-support-tickets)
- [Add a web contact form →](https://stackscrm.com/features/capture-leads-web-form)

### Tasks & time

- [Create tasks & to-dos →](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time →](https://stackscrm.com/features/track-and-bill-time)

### AI & automation

- [Turn on AI features →](https://stackscrm.com/features/turn-on-ai)
- [Build an automation →](https://stackscrm.com/features/build-an-automation)
- [Ask AI about your numbers →](https://stackscrm.com/features/ask-ai-financial-questions)

### Connecting your tools

- [Connect Stripe (payments) →](https://stackscrm.com/features/connect-stripe-payments)
- [Connect your email provider →](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS) →](https://stackscrm.com/features/connect-twilio-sms)
- [Connect Google Business Profile →](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability (SPF/DKIM) →](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

## Can't find what you're looking for?

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[Start free →](https://stackscrm.com/register)