Welcome to Open Doors
A 5-minute orientation to the platform, the main areas of the app, and what to do first.
5 min read Updated 2026-04-24
Open Doors is the operating system for your business. Contacts, conversations, Pipeline AI, calendars, marketing, sites, OpenPay, and reporting all live in one workspace, so the tools talk to each other instead of leaving you to copy-paste between tabs.
The map of the app
The left sidebar groups everything you do day-to-day. Here is what each area is for:
| Area | What it is for |
|---|---|
| Dashboard | Your KPIs, tasks, and recent activity at a glance. |
| Conversations | Every channel in one inbox: SMS, email, WhatsApp, Instagram, Messenger, web chat, GBP, calls. |
| Calendars | Booking links, round-robin, group classes, and your team availability. |
| Contacts | The CRM. Smart lists, tags, custom fields, and segmentation. |
| Pipeline AI | Sales pipelines, stages, deal value, and automations on stage moves. |
| Payments | OpenPay: products, invoices, subscriptions, and order history. |
| Marketing | Email, SMS, social, templates, and broadcasts. |
| Automation | Workflows that move records, send messages, and tag contacts. |
| Sites | Websites, funnels, forms, surveys, blogs, and the media library. |
| Memberships | Courses, communities, and members-only content. |
| Reputation | Rate Us: review requests, monitoring, and reply. |
| Reporting | Attribution, call reports, agent reports, and Google/Meta ad data. |
| Settings | Account, team, integrations, billing, custom values. |
A few names you should know
Some features go by a different name in Open Doors than you might have seen elsewhere:
- Opportunities are called Pipeline AI.
- Reputation management is called Rate Us.
- Payments are called OpenPay.
What to do first
- 1Activate your accountVerify your email, set your password, and complete your profile.
- 2Add your business infoLogo, address, time zone, and brand colours so everything you send looks like you.
- 3Connect a domainPoint a subdomain or custom domain so your sites, funnels, and tracking links use your brand.
- 4Invite your teamAdd users, assign roles, and decide who sees what.
- 5Import your contactsCSV import, integration sync, or migrate from another platform.
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Open Doors quick tour