Documentation
Guides for running YourCRM
Practical how-tos for the website editor, inbox, appointments, quotes, reviews, and Plus growth tools — written from how the product actually works. 20 guides across 10 branches.
Prefer jumping in from the CRM? Many screens include a Guide link that opens the matching article here.
Branch
Plan
* Plus plan
Featured guides
Start here — the most-used paths in YourCRM. Plus tools show a Plus badge.
Getting started
Signing in to YourCRM
How to open your CRM workspace, reset a password, and what happens after login.
Read guide →
Getting started
Navigating the CRM
What each sidebar item does, and where website editing and analytics live.
Read guide →
Website editor
How to edit your website
Use the visual editor: click text or images on the live preview, edit sections, and publish with Save.
Read guide →
Website editor
Save, preview, and history
How draft vs live works, draft preview, and restoring an earlier version.
Read guide →
SEO
PlusSEO plan and SEO Optimise
Generate keywords and an SEO plan in the Theme panel, then optimise site copy as a draft.
Read guide →
Reviews
PlusSet up the Review Engine
Turn on automated check-in, review-ask, and reminder emails after complete and paid jobs.
Read guide →
Blog & social
PlusPublishing blog posts
Draft with AI assistance, save in the CRM, and publish so posts appear on your live site.
Read guide →
Inbox & leads
Managing inbox enquiries
Filter website and email enquiries, reply, connect a mailbox, and move work forward.
Read guide →
Inbox & leads
Appointments and calendar
Book visits, switch calendar/list views, and help customers add jobs to their own calendars.
Read guide →
Quotes & invoices
Quotes and invoices
Create pricing documents, set account defaults, and track draft vs open work.
Read guide →
Support tickets
Opening a support ticket
When to use tickets, which category to pick, and what statuses mean.
Read guide →
Analytics
Website analytics overview
Understand visitors, sources, devices, popular sections, and contact actions.
Read guide →
Billing & plans
Standard vs Plus plans
What Standard includes, what Plus adds, and how add-ons show up in the CRM.
Read guide →
Browse by branch
Getting started
Sign in, find your way around the CRM, and invite your team.
View guides →
Website editor
Edit your live site — text, images, gallery, preview, and history.
View guides →
SEO
PlusGenerate an SEO plan and optimise on-page copy for search.
View guides →
Reviews
PlusManual testimonials and the automated Review Engine.
View guides →
Blog & social
PlusPublish blog posts to your site and draft social captions.
View guides →
Inbox & leads
Enquiries, customers, and appointments in one workspace.
View guides →
Quotes & invoices
Send pricing, convert quotes, and track payment status.
View guides →
Support tickets
Ask for help, request website changes, and track replies.
View guides →
Analytics
See visitors, popular sections, and contact actions on your site.
View guides →
Billing & plans
Standard vs Plus, add-ons, and what each plan includes.
View guides →
Looking for something specific? Try search above, or jump to How to edit your website.
Still stuck?
Open a support ticket in the CRM (available on all plans), or email hello@yourcrm.org.