How to Login
Access your account securely — signing in, password resets, and staying logged in across devices.
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Navigating the Buddy Platform
Get oriented — the dashboard, menus, and where to find everything you need inside the platform.
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Communication
Send and track messages — email, SMS, and conversations with your contacts in one place.
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Create Tasks & Reminders
Stay on top of follow-ups — assign tasks and set reminders directly to a contact's record.
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Contact & Call Leads
Reach out effectively — placing calls, logging conversations, and managing your lead pipeline.
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Additional Info
Extra tips, shortcuts, and best practices to help you get the most out of the platform.
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Need a hand getting started?
Have questions or need assistance setting up? Let’s talk and get you on track.