Resources
GuidestoGettheMostfromEdgexCRM
Short,practicalguidesforeverypartoftheCRM—fromyourfirstleadtoyourfirstmonthofreports.
A guide for every part of the CRM
Pick a topic below — each one links straight to the feature it walks you through.
Getting Started with Leads
Connect your lead sources and see every new lead land in one pipeline.
ExploreScheduling Site Visits & Follow-ups
Book visits, capture a signature on the spot, and never miss a follow-up.
ExploreManaging Properties & Projects
Track unit status across every project, from available to sold.
ExploreWorking with Customer Records
Convert leads to customers and keep every interaction logged.
ExploreRunning Marketing Campaigns
Send and schedule email and WhatsApp campaigns to segmented lists.
ExploreReading Your Reports & Analytics
Track conversion rates, revenue, and where your best leads come from.
ExploreSetting Up Team Roles & Permissions
Give Owners, Admins, Agents, and Telecallers the right access.
ExploreConfiguring Notifications
Choose how your team gets alerted about new leads and follow-ups.
ExploreChoosing the Right Plan
Compare Starter, Professional, Business, and Enterprise plans.
Explore
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