Docs
Start here for Free CRM documentation.
- Introducing Free CRM
- Data Templates
- Importing Data
- Filters & Views
- Trash Bin and Deleted Data
- Telephony - Phone Calling & SMS Texting
- Board View - Kanban
- Pipeline Board View
- Invoices - Create and Issue
- Forms
- Email Accounts - POP3, IMAP, SMTP
- Google Accounts
- Campaigns
- Docusign
- WhatsApp Business
- Custom Form Fields - Custom UI
- Multi-Data Templates
- API - REST
- Verifiable Credentials and Microsoft Entra ID
- Terminate or Delete Account