How do you want to run Ratio today?

A beginner-friendly guide to what a CRM actually is, why it matters, and how Ratio fits into your day-to-day operation.

How Ratio is structured, what to set up first, and how the product is meant to run day to day.

What leads, contacts, clients, projects, invoices, and documents each represent so your team does not mix them together.

What to check daily, weekly, and monthly so the CRM becomes a habit instead of another tab you forget to open.

The settings that have the biggest downstream impact on documents, payments, and team coordination.

What Stripe Connect is doing, how onboarding works, and what to verify before you start sending invoices.

The safest path from draft to paid invoice, including online payment, deposits, and follow-up.

How payment activity, refunds, disputes, and Stripe payout visibility fit together in Ratio.

How to manage overdue invoices, reminders, promised payments, and escalation without creating client confusion.

How public lead intake, qualification, pipeline stages, and conversion should work together.

How to move from interest to signed agreement without scope ambiguity or approval gaps.

What clients can see, how portal messaging works, and how to share files without losing control of the delivery trail.

How the QuickBooks integration is configured, what sync directions mean, and how to operate it safely.

How calendar sync fits into appointments, due dates, and follow-up scheduling.

How to connect Zoom to Ratio for automatic meeting link creation, and how to disconnect or remove the integration.

What Claude can access, how connection approval works, and where to start once it is connected.

Everything you need to know about automations in Ratio — how triggers and actions work together, what you can automate, and how to build your first workflow from scratch.

How to think about workspace roles, account-level settings, and keeping the system safe as the team grows.

How Stripe Express Connect works in Ratio so your clients pay you directly into your own bank account with transparent fee handling.

What happens when a client disputes a payment, how to submit evidence, and how to protect your business from chargebacks.

How to issue full or partial refunds from Ratio, what happens to processing fees, and how client portal refund requests work.

Set up automatic recurring invoices for retainer clients, subscription services, or any work that repeats on a regular schedule.

Understand the difference between contacts and clients, when to use each, and how they relate to leads, projects, and invoices.

Build automated email sequences to nurture leads, follow up on proposals, and remind clients about overdue invoices without manual effort.

A walkthrough of the workflow builder interface — adding triggers, configuring actions, using variables, setting conditions, and managing your automations.

Complete reference for every automation trigger type — what fires it, what conditions you can set, and when to use each one.

Complete reference for every automation action type — what it does, how to configure it, and what each field means.

Ready-to-use automation recipes for common business scenarios — collections, onboarding, pipeline management, and more. Copy these patterns and customize them for your workflow.