Hephaestus CRM Documentation

Welcome to Hephaestus CRM! This guide will help you get started and make the most of your CRM experience.

Overview

Hephaestus CRM is a modern, user-friendly platform for managing customers, deals, and activities. With a real-time dashboard, secure authentication, and a powerful external API, it's designed to help you grow your business efficiently.

Key Features

  • Customer management with detailed profiles
  • Deal tracking and pipeline visualization
  • Activity logging (calls, emails, meetings, notes)
  • Customizable dashboard with real-time stats
  • Settings for profile, notifications, appearance, and language
  • Secure external API for integrations

Getting Started

  1. Sign up or log in to your Hephaestus CRM account.
  2. Navigate the sidebar to access Customers, Deals, Activities, and Dashboard.
  3. Use the Settings page to update your profile, preferences, and generate an API token.

API Token

To integrate with external systems, generate an API token from the Settings page. Use this token as a Bearer token in the Authorization header when calling the external API.

Authorization: Bearer YOUR_API_TOKEN

Need Help?

If you have questions or need support, please contact your administrator or visit our support portal.