Product Guides

Review our detailed guides to use our CRM system to its fullest potential

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Getting Started Guide

Take your first steps into the CRM system. Account creation, company setup and basic settings.

  • 1.Account creation and email verification
  • 2.Entering company information
  • 3.Adding first users
  • 4.Configuring basic settings
  • 5.Exploring the dashboard
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Contact Management

Learn how to manage your customers using the Contacts module.

  • 1.Adding new contacts
  • 2.Editing contact information
  • 3.Using tags and custom fields
  • 4.CSV import/export operations
  • 5.Contact search and filtering
  • 6.Multi-assignee assignment
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Sales Pipeline

Learn how to manage your sales processes with the Deals module.

  • 1.Creating new deals
  • 2.Managing deals in kanban view
  • 3.Stage changes
  • 4.Deal value and probability tracking
  • 5.Pipeline reports
  • 6.Linking deals with contacts
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Task Management

Learn how to organize your tasks with the Tasks module.

  • 1.Creating and editing tasks
  • 2.Kanban and table views
  • 3.Using inline editing
  • 4.Status and priority management
  • 5.Due date tracking
  • 6.Multi-assignee assignment
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Workflow Automation

Learn how to use workflows to automate your business processes.

  • 1.Creating workflows
  • 2.Selecting and configuring triggers
  • 3.Defining conditions
  • 4.Adding and configuring actions
  • 5.Workflow chaining
  • 6.Testing and activating workflows
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Reports & Analytics

Learn how to analyze your business with the Reports module.

  • 1.Exploring report types
  • 2.Date range filtering
  • 3.Chart visualizations
  • 4.PDF export
  • 5.Excel export
  • 6.Sharing reports
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Permission System

Learn how to manage user permissions with permission groups.

  • 1.Creating permission groups
  • 2.Selecting resources and actions
  • 3.Assigning permission groups to users
  • 4.Token invalidation system
  • 5.Frontend permission checks
  • 6.Testing permission changes
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Advanced Search

Learn how to search your CRM data using the global search feature.

  • 1.Using keyboard shortcuts (Cmd/Ctrl + K)
  • 2.Opening search modal
  • 3.Searching in different models
  • 4.Search result navigation
  • 5.Quick actions
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Team Management

Learn how to manage your team with team management.

  • 1.Adding new users
  • 2.User roles (Admin, Member, Viewer)
  • 3.Permission group assignment
  • 4.Invitation system
  • 5.Editing user information
  • 6.Deleting and deactivating users

Get Started Now

Start your free trial and explore all features while applying our guides.

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