Documentation
Everything, explained
Practical guides for each part of the product. If something here does not match what you see, tell us. The docs are wrong, not you.
Start here
Getting started
Sign in, find your way around, and set up your pipeline, team and fields.
MCP server
Connect an MCP-compatible AI assistant to your CRM, with permissions you approve.
API & API keys
Push contacts, deals and appointments in from your own systems.
Browse by area
Getting started
1 guide
Core CRM
7 guides
- Contacts The people database — duplicate protection, phone normalization, assignment and search.
- Opportunities & pipeline Deals, your own pipeline stages, and the drag-and-drop kanban board.
- Offerings Your catalogue of products and services, linked to deals and capture forms.
- Appointments Meetings on contacts and deals, with statuses, assignment and calendar views.
- Custom fields Nine field types you define yourself, with per-role visibility.
- Files Upload, preview and manage files on any record — every one virus-scanned.
- Comments & history Rich-text comments with @-mentions, and a complete activity timeline.
Insight
2 guides
SWARECO AI
2 guides
Communication
4 guides
- Email Connect Gmail to send, receive and thread mail against your contacts.
- Notifications In-app, email and realtime alerts, a daily digest, and one-click unsubscribe.
- Forms & lead capture Build a public form, share the link, and turn submissions into deals.
- Calendly Turn every booking into a contact, a deal and an appointment automatically.
Platform
4 guides
- Team & roles Invite teammates, assign roles, and control who can see which fields.
- API & API keys Push contacts, deals and appointments in from your own systems.
- MCP server Connect an MCP-compatible AI assistant to your CRM, with permissions you approve.
- Security How your data is separated, encrypted, scanned and access-controlled.
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