Documentation
Learn how to use and configure your CRM
Welcome to the CRM documentation. This guide covers key features to help you get the most out of your workspace.
Quick Links
- Getting Started — Set up your account and explore the basics
- CRM Features — Leads, deals, contacts, and companies
- Projects — Project management and tasks
- Settings — Organization and personal configuration
- Admin Guide — Pipelines, integrations, roles, and security
CRM Essentials
- Managing Leads — Track and qualify prospects
- Working with Deals — Sales pipeline management
- Contacts & Companies — Customer relationship data
Configuration
- Organization Settings — Company profile and preferences
- Team Members — Invite and manage your team
- Invoicing Setup — Configure billing and taxes
- AI Features — AI usage and budget management
Need Help?
If you have questions, reach out to your organization admin or contact support.