Choose Your Manual
Three comprehensive guides for every role in your organization
User Manual
Everything you need to manage contacts, leads, opportunities, tasks, reports, and your day-to-day CRM workflow.
Admin Manual
Configure roles, permissions, pipelines, custom fields, workflows, integrations, and every system setting.
Technical Manual
Architecture deep-dive, API reference for every endpoint, deployment guide, and development best practices.
What's Covered
Every feature documented with step-by-step guides and API references
Contact Management
Full lifecycle from lead to customer
Pipeline & Stages
Visual Kanban boards with drag-and-drop
3-Level RBAC
Module, record, and field-level permissions
Email Integration
Gmail, Microsoft 365, and IMAP/SMTP
Form Builder
Drag-and-drop forms with CRM actions
Scheduling
Booking pages with Google Calendar sync
Workflow Automation
13 action types with conditional logic
Reports & Dashboards
Visual report builder with 11 chart types
Multi-Tenant
Schema-per-tenant PostgreSQL isolation
Invoicing
Line items, payments, recurrence, Xero sync
Project Management
Phases, Gantt, Kanban, time tracking
Approval Engine
Multi-step chains with escalation