Stax.ai, Inc

A unified CRM-style hub for managing all plan, company, and contact relationships in one place.

People Management

Learn how to use bulk actions on contacts.

Managing Contacts in Bulk

Learn how to re-assign companies or plans from one contact to another.

Reassigning A Contact's Company or Plan Associations

Learn about quick actions you can perform when viewing a contact.

Company, Plan, or Deal Specific Quick Actions

Learn how to create and use custom data fields for contacts

Custom Data Fields for Contacts

Andrew Flowers

People

Create a custom design with text, images, and links

Changelog

Privacy Policy

Legal

Company

Trust Accounting

CX Platform

Find answers and get help from Intercom Support and Community Experts

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