TechieCRM

User & Administrator Manual

2 guides · 45 chapters · updated 26 October 2026 · Beta edition

How to use every part of the platform: the desktop app, the web portal and your phone.

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User Guide

Day-to-day use of each module.

Chapter 1
The Entrepreneur Dashboard
Chapter 2
Getting started: the workspace
Chapter 3
Clients
Chapter 4
Sales and Service
Chapter 5
Projects
Chapter 6
Inventory
Chapter 7
Financials (Receivable & Payable)
Chapter 8
Work Orders
Chapter 9
Partners
Chapter 10
Agreements
Chapter 11
Compliance & SLA
Chapter 12
Communications: email, text, conversations
Chapter 13
The cloud connection: license, sync, backups, updates
Chapter 14
Calendar & meetings
Chapter 15
To-Do
source CRM: Hotlist
Chapter 16
Marketing
source CRM: Campaigns
Chapter 17
Notes, Documents & the Library
source CRM: Company Library
Chapter 18
Knowledge Base
inside Library
Chapter 19
Personal: Journal & Expenses
Chapter 20
Column setup, coloring rules, searching, favorite lists & key fields
Chapter 21
Dashboards & reports
Chapter 22
HR & Payroll
Chapter 23
Agenda
the source CRM calls this "My Work Day"
Chapter 24
Quotas & Messages
Chapter 25
The Mobile App (iPhone / iPad, preview)
Chapter 26
Meeting Notes: the AI note taker
Chapter 27
TechieCRM Connect
remote support
Chapter 28
Template Library: Entry Templates, Note Templates, Email, Document and Word Templates, and Default User Templates
Chapter 29
Add-on modules in development and in planning
Chapter 30
Signing in from more than one place
Chapter 31
The Credential Storage Manager (saved logins)

Administrator Guide

Setup, users, security and customization.

A1
Installation and TechieCRM's own database
A2
Cloud, database and module setup
A3
Users, security & logging in
A4
The Administrator program
A5
Settings reference (customization)
A6
Ribbon reference (every tab, group and button, per module)
A7
Icon Reference: Cross-Platform Comparison
A8
Import & export
A9
Territory Management
A10
Global Edit, envelopes and labels
A11
The Activity Log
A12
Database tools: Check, Repair and Scripts
A13
The TechieCRM Local Portal
A14
The Configuration window