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CRM
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CRM guides
Getting started
Where to start
4
Where to start
Find your way around
Lists and boards - search, filter, sort and bulk actions
Work in a record card
Your account
3
Sign in with your TicAte account
Your profile and password
Two-step sign-in
CRM
Leads
3
Leads overview
Add a lead
Convert a lead
Deals
4
Deals overview
Add a deal and link its contacts and company
Move a deal, win or lose it
Pipelines and stages
Contacts
1
Contacts overview
Companies
1
Companies overview
Products
2
Products & services overview
Add a product or service
Estimates & invoices
6
Estimates and invoices overview
Make and send an estimate
Invoice a customer and record a payment
Take payment online with a payment link
Choose how estimates and invoices look
Document templates and the Document button
Activities
2
Activities overview
Plan and log activities
Ledger
2
Ledger overview
Add your own entries to the ledger
Modules
Build a module
7
What a module is and when to use one
Create your own module
Add and arrange a module's fields
Set up a module's stages
Attach a module to other records
Decide who can see and change a module
Switch a module off or delete it
Work with module records
4
Work with a module's list and board
Add module records and work in the card
Automate a module
Sell from a module - products, estimates and invoices
Money modules
2
Money modules - money in and money out
Client payments that pay the deal's invoices
Communication
Contact center
2
Contact center overview
Connect channels and set up open channels
Webmail
2
Webmail overview
Add your mailbox
WhatsApp
1
WhatsApp in the CRM
Messenger
1
Messenger and team calls
Calls & phone lines
3
Calls and phone lines overview
Connect a phone line
Make and take calls
Automation
Automations
2
Automations overview
Create an automation
CRM forms
3
Create a CRM form
Choose what a form creates
Publish a form and see submissions
Lead sources
4
Lead sources overview
Connect Facebook and Instagram lead ads
Choose forms and match their questions
Bring in missed Facebook leads
Guardian
1
Guardian: reminders for neglected leads and deals
Marketing
1
Send a marketing campaign
Tasks & projects
Tasks
9
Tasks overview
Create and assign a task
Work on a task and finish it
Subtasks, checklists and dependencies
Check a task's result before it counts as done
Repeating tasks and templates
Track time on a task
"Task views: list, board, deadlines, calendar and timeline"
Approvals
Projects
3
Projects and their boards
Flows
Work reports
Calendar
2
Calendar and events
Booking pages
Drive
1
Drive and file storage
People
Profiles & org chart
3
Colleague profiles
The org chart, departments and heads
Set up your team's profiles
Transfer hub
1
Hand someone's work to a colleague
Reports
Dashboards
2
The dashboard
My dashboard
Analytics
2
Analytics overview
Ask AI for a report
Settings
Users & roles
2
Invite and manage your team
Roles and permissions
Fields & pipelines
2
Add custom fields and arrange the form
Set up pipelines and stages
Apps & integrations
3
Apps and integrations
Move your data from Bitrix24
Find new leads on Google Maps
Import & export
2
Import and export records
Restore deleted records from the recycle bin
Workspace settings
2
Workspace settings
Your company details, logo and brands
Tic Buddy (AI assistant)
2
Set up Tic Buddy
Ask Tic Buddy
Lead scoring & field codes
2
Lead scoring
Field codes, and using them in messages
API & webhooks
2
API keys and the API reference
Webhooks
CRM guides
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Reports
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Analytics
Analytics
Charts, dashboards and Ask AI.
Analytics overview
Ready-made dashboards for leads, deals, activity and money, with period, person and field filters, and dashboards of your own.
Ask AI for a report
Describe the report you want in plain words and get charts back, then save it or add it to a dashboard.
Help
Contact support
Help
Contact support