DOCUMENTATION

Docs ship with the product.

Not after it, and not instead of it. When the flagship CRM moves from staging to production this year, this page becomes the manual. Here is the outline.

• Getting startedIN THE CUT
• Roles & permissionsIN THE CUT
• The enquiry pipelineIN THE CUT
• Payments & documentsIN THE CUT
• Imports — Excel & CSVIN THE CUT
• ReportingIN THE CUT
• Training your teamIN THE CUT

Early-access partners don't wait for the manual — setup, imports, and training are done with you, on your real workflows. That is rather the point.