SurelyCrm Help Center

Everything you need to get the most out of SurelyCrm. Browse by topic or jump straight to what you're looking for.

Your first login, navigation overview, and essential concepts.

Campaigns, reference codes, locations, and lead tracking.

Leads, opportunities, lead tasks, and converting to customers.

Creating records, custom fields, documents, statuses, and payments.

Build no-code automations with triggers, conditions, and actions.

Telephony, email, SMS, bulk actions, and templates.

Customer portal, support tickets, and ticketing workflows.

Custom views, calendar views, reports, and Excel exports.

Supplier records, credit limits, statuses, and ownership.

Categories, items, stock history, and the self-service kiosk.

Design forms, share public links, and review submissions.

Billing & Engagement

Invoice customers, manage booked appointments, and publish to your social channels.

Create, generate, send, and track customer invoices and credit notes.

Book services, manage the shared calendar, and automate reminders.

Connect social accounts, compose posts, and schedule publishing.

Support