TechieCRM

User & Administrator Manual

2 guides · 38 chapters · updated 12 September 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, Order Desk & Messages
Chapter 25
25 · The Mobile App (iPhone / iPad, preview)
Chapter 26
26. Meeting Notes: the AI note taker
Chapter 27
TechieCRM Connect
remote support
Chapter 28
28. Template Library: Entry Templates, Note Templates and Default User Templates
Chapter 29
29. Add-on modules in development and in planning

Administrator Guide

Setup, users, security and customization.

A1
A10. Global Edit, envelopes and labels
A2
Cloud, database and module setup
A3
Users, security & logging in
A4
The Administrator program
A5
Settings reference (customization)
A6
Appendix 6 — Ribbon reference (every tab, group and button, per module)
A7
A7. Icon Reference: Cross-Platform Comparison
A8
Import & export
A9
A9. Territory Management