Asan CRM Help Center

Everything you need to get the most out of Asan — from your first call to scaling your team.

New here? Start with these

Setting up your account

Create your workspace, set your timezone, and place your first call.

Importing your contacts

Bring your leads in from CSV, Google Contacts, or Facebook forms.

Call leads from your browser — recorded, transcribed, and coached by AI.

Billing & subscription

Plans, usage, and how minutes work.

Core features

Leads & Pipeline

Manage, filter, score, and route your leads.

Power dialer, SMS, email, recordings.

Email Marketing

Campaigns, A/B testing, segments, engagement.

AI chat, call coaching, daily briefing, auto follow-ups.

Calendar & Scheduler

Meetings, booking pages, availability sync.

Team members, roles, agent reports, Team DNA.

Dialer compliance

How Asan protects your numbers and keeps you dialing. Every layer works automatically — here's what each one does:

Account warm-up

Ramp volume gradually to build carrier trust.

Only dials inside the lead's local 8 AM–9 PM.

Blocks opt-outs, documented overrides.

Number rotation

Spreads calls across numbers, caps each.

Number reputation

Auto-benches flagged numbers.

Ramp limits, daily caps, throttle protection.

More

Google Calendar, Facebook leads, webhooks, workflows.

Tips for high-volume dialing and keeping your numbers healthy.

Quick answers to common questions.

Can't find what you need? Contact support — we're here to help.