Getting Started
Learn how to create tenant profile, add staff, configure modules and start using leads.
- Tenant setup
- Branding setup
- First lead workflow
Support Knowledge Base
Find answers for setup, billing, modules and daily CRM usage.
The help center gives clear answers for admins and staff so the CRM stays easy to operate.
Account and tenant setup
Plan and subscription help
Module permission answers
Integration troubleshooting
Help Center Details
Billing Help
Understand plans, coupons, invoices, renewals and subscription status.
- Plan purchase
- Coupon apply
- Subscription renewal
Integration Help
Fix common SMTP, WhatsApp API and web lead form setup issues.
- SMTP test
- WhatsApp setup
- Iframe embed help
How it works
Simple workflow from setup to growth.
Helpful Answers
Is help center public?
Yes. It is a public SaaS resource page.
Can tenant-specific docs be added?
Yes. More tenant guides can be linked from this page.
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