Pro tools

On the Hectic Pro plan you get access to communicator, sales pipeline, client portal, schedulers & forms, templates, and collaboration.

18 articles in this collection
Written by Geoff Mina, Michelle Lee, and Austin Morrow

Email forwarding requests and ticketing for Google users

Setting up request and ticketing email forwarding for Google users

Written by Austin Morrow
Updated this week

How to collaborate with others in Hectic

Written by Geoff Mina
Updated over a week ago

Communicator

Communicator - Overview

What is Hectic Communicator and and why is it going to change your life?

Written by Geoff Mina
Updated over a week ago

Sales pipeline

Sales pipeline

Create prospects and keep track of your commitments to them in sales pipeline.

Written by Michelle Lee
Updated over a week ago

Collaborating with clients

Client Requests & Ticketing

Configure integrated request and ticket management .

Written by Geoff Mina
Updated over a week ago

Client project collaboration

Client portal based project management collaboration

Written by Geoff Mina
Updated over a week ago

Client portal

How to use the Client Portal

Overview of Client Portal functionality and configuration.

Written by Geoff Mina
Updated over a week ago

Client Portal - Features

Enable or disable core Hectic Features

Written by Geoff Mina
Updated over a week ago

Client Portal - Customization

Customize the look and feel of the Client Portal to match your brand.

Written by Geoff Mina
Updated over a week ago

Client Portal - Permissions

Configure who can access the portal as well as preview the portal as one of your clients.

Written by Geoff Mina
Updated over a week ago

Client Portal - Custom Domains

Use your own domain to provide a fully branded experience.

Written by Geoff Mina
Updated over a week ago

Client Portal - Custom Email

Send emails from your account for a fully branded experience

Written by Geoff Mina
Updated over a week ago

Custom Email setup for GMail and GSuite Users

Enable 2FA as well as creating an App Specific Password for SMTP conenection

Written by Geoff Mina
Updated over a week ago

Schedulers & forms

How to use the Hectic™ Meeting Scheduler

Written by Geoff Mina
Updated over a week ago

Create and use forms

Hectic's versatile forms feature helps you connect with your clients from capturing a lead to setting up meetings.

Written by Michelle Lee
Updated over a week ago

Embedded form submit and redirect

Redirect to a new page after a user submits an embedded form

Written by Geoff Mina
Updated over a week ago

Templates

Templates - deliverable packages

Written by Michelle Lee
Updated over a week ago

Templates - agreements

Create a template out of your most-used proposals for easy access.

Written by Michelle Lee
Updated over a week ago