How can we help?

automateCRM Help Center & Documentation

Official product documentation for automateCRM, the Unified CRM and Agentic Process Automation platform. Find setup guides, administrator documentation and user help for CRM modules, workflows, webforms, roles and permissions, reports, integrations, communication channels, Process Builder and more.

Use the Help Center to configure automateCRM, understand how features work and find step-by-step instructions for everyday tasks.