Documentation
Guides for evaluators, administrators, and operational teams, using the same terminology as the product.
Getting Started
Learn the client lifecycle, core terminology, and how Leads become Customers with Subscriptions and onboarding cases.
Read Getting Started
Popular guides
Product areas
Start here
- Getting Started Platform overview
- Users & Roles Permissions and scopes
- FAQ Common questions
Commercial modules
- Lead Management Prospects and assignment
- Sales & Follow-ups Activities and deals
- Customers Customer 360
- Payments Invoices and verification
Operations
- Compliance Onboarding cases
- Research & Advisory Publication workflow
- Reports & Analytics Dashboards and exports
- Workforce Optional HR and payroll
Administration
- Settings Configuration
- Security & Access Authentication and audit
All guides
Start
Getting Started
Lifecycle overview and key terminology
StartUsers & Roles
RBAC, permissions, and record scopes
ModulesLead Management
Intake, assignment, duplicates, qualification
ModulesSales & Follow-ups
Activities, tasks, and Opportunities
ModulesCustomers
Customer 360 and portal provisioning
ModulesPayments
Capture, verification, allocation, invoices
ModulesCompliance
Onboarding, KYC, Risk assessment
ModulesResearch & Advisory
Publication workflow and delivery
ModulesReports & Analytics
Dashboards, exports, schedules
ModulesWorkforce
HR, attendance, and payroll modules
AdministrationSettings
Company config and module enablement
AdministrationSecurity & Access
Authentication, RBAC, and data handling
AdministrationFAQ
Common evaluator questions