User guides, admin guides and release notes for the products you run, free to read and kept up to date as the products change.
Both of our available products have a full library of guides.
Guides for working in the CRM day to day and for administering it: accounts, contacts, leads, opportunities, cases and activities, plus Outlook and SharePoint, security roles and system health.
Guides for support teams and administrators: cases, queues, the Kanban and workload boards, managed services and the time tracker, with setup of queues, mailbox intake, automation and roles.
Every library follows the same layout, so once you know one you know them all.
Step-by-step help for the people using the product each day, in the order they will need it.
Setup and configuration for administrators: reference data, roles and access, environment values and automation.
Answers to common questions, and a record of what changed in each version.
Each product gets its own library when it launches. These are the products on their way.
An end-to-end sales solution for the whole cycle, from first prospect to commission paid.
A project management suite that keeps delivery visible, from kick-off to outcomes.
A suite of tools to get not-for-profit organisations started on Microsoft Power Platform.
A dedicated congregant management product for local churches: congregation tracking, ministry management and volunteer governance.
Coming soonA dedicated fundraiser management product: donation tracking, campaign management and integration with platforms such as Charidy, JustGiving and GoFundMe.
Coming soonAsk us directly and we will point you to the right guide, or help with the question itself.
