CRMGuides
Guides
Step-by-step walkthroughs of tasks in the product, with screenshots and video. Filter by role.
Product tour
Home, search, record headers and the workspaces.
My work and tasks
What waits for you, your team's tasks as a list, board or calendar, a task record, and exceptions to clear.
Customer records
The customer header, contacts and consent, services, KYC documents and key dates.
Customer onboarding
Invite an organisation, track its onboarding, review KYC documents, approve and activate it as a customer.
Client forms
Build forms customers fill in online, publish them, and review what they submit.
Campaigns
Choose who receives a message, write it from a template, check it as a real recipient will read it, and send it at a steady pace.
Deliver a new service
One request from submission through approval, fulfilment, billing start and customer notice to closure.
Approvals
The approvals queue, approval conditions, leave and delegation.
Contracts and renewals
The contract list, a contract's term, charges, documents and linked services, and renewing a contract through approval and signature.
Projects
Deliver work across several sites as a project: work packages, dependencies, prerequisites, milestones, risks, and customer acceptance.
Billing and transactions
Start billing for a new service, record payments, chase overdue invoices and handle disputes.
Fault cases
Register a fault case, set priority, track response and restoration timers, update the customer and resolve.
Inbox
Reply to WhatsApp and email, verify unknown senders and convert conversations to cases.
Outages
Declare an impact, link affected services, notify affected customers and clear it.
Calls
Answer WhatsApp calls in the browser, set your availability, and work missed calls as callbacks.
Operational issues
Report and work internal problems (data quality, integration failures, process faults) through triage, investigation and fix.
Knowledge
Approved troubleshooting steps and customer responses, suggested on each case by service type and category.
SLA and availability
Availability by SLA class, at-risk and breached services, response and restoration, customer statements.
Dashboards
Published dashboards, figure periods and comparisons, contributing records and measure definitions.
Organisation configuration
Setup checklist, teams and queues, calendars, approval authority and automations.