Complete Documentation
Everything you need to know about Hephaestus CRM. From getting started to advanced features, find comprehensive guides and tutorials.
Documentation Categories
Organized by topic for easy navigation and learning.
New user guides
Essential guides for new users to get up and running quickly.
Team & permissions
Manage team members, roles, and permissions effectively.
Contacts & companies
Comprehensive guides for managing customer data and relationships.
Pipeline management
Master deal management, pipeline tracking, and sales automation.
Communication tools
Set up email integration and manage customer communications.
Data insights
Understand your business performance with analytics and reports.
Quick Start Guides
Get up and running quickly with these essential guides.
Step-by-step setup
A comprehensive guide to setting up your Hephaestus CRM account from scratch, including initial configuration.
Import your data
Learn how to migrate your existing customer data from other systems into Hephaestus CRM seamlessly.
Get your team started
Best practices for onboarding your team members and setting up effective collaboration workflows.
Success roadmap
A 30-day roadmap to get the most value from Hephaestus CRM and establish best practices for your team.
Advanced Topics
Master advanced features and customization options.
Connect with other tools
Learn how to integrate Hephaestus CRM with your existing business tools and workflows.
View API DocsAutomate your processes
Create custom automation workflows to streamline your business processes and save time.
Learn MoreProtect your data
Understand our security measures and compliance standards to keep your data safe and secure.
Learn MoreDownloadable Resources
Access offline documentation and resources for your team.
Need More Help?
Can't find what you're looking for? Our support team is here to help.