The section reference — from first launch to fine tuning: how to keep the client base, merge repeats, accept requests from your site, move deals through the pipeline, prepare quotes and invoices, assemble mailings and serve requests on their deadlines. Start with the installation and the first steps, then open the section you need right now.
Docker Compose, the embedded database, environment variables, first sign-in.
What the product is made of, what the core and the add-ons are, who it fits.
One client base, company details, person–company links, the recycle bin.
The client’s history in one feed: notes, emails, calls, tasks, files.
Mandatory duplicate search, the review queue, merging and undo.
CSV import with a trial run, exports and bulk edits with undo.
Custom fields, your own objects, labels, views and segments.
Intake, assignment, scoring, reaction deadlines and conversion into a client.
Pipelines and stages as data, the transition log, forecast and analytics.
Quotes, invoices, payments, contracts, subscriptions and receivables.
Campaigns, audiences, mailings, consents and end-to-end analytics.
The shared inbox, email, calls, messengers, the site widget and the calendar.
Tickets, queues, deadlines, the knowledge base, the client portal and surveys.
The core and the switchable add-ons: assemble the product for yourself.
Read-only workspaces and the client card with the full picture.
The management key, the command reference and public request intake.
Connecting Xedant Agent, what the agent can do and where the license starts.
Did not find what you needed — take a look at the FAQ or the Licensing page.
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