Documentation
Documentation
Last updated 31 August 2026
Learn how to operate, connect, automate, and grow your business with Smart Business 360.
Choose what you want to achieve. Each outcome links to verified product areas in the documentation.
Leads, customers, pipeline, follow-ups, and Leads Inbox.
Chart of accounts, journals, payments, receipts, and reports.
Employees, attendance, leave, payroll, and performance.
Properties, plots, bookings, payments, and dealers.
Milestones, procurement, GRN, and feasibility studies.
Approval chains and automation rules.
Smart Business 360 is a multi-tenant cloud platform: CRM and Leads Inbox, double-entry finance, HR and payroll, real estate, construction, inventory, and marketing — with company-scoped data and role-based access.
Register, sign in, and manage passwords.
Company profile, settings, and first users.
Find modules, KPIs, and key actions.
Open article
Open article
Open article
Open article
Open article
Open article
Create an account, configure your company, and learn the dashboard.
Users, roles, permissions, and administrative access control.
Leads, customers, pipeline, follow-ups, and the shared inbox.
Properties, plots, bookings, installment payments, and dealers.
Double-entry finance, vouchers, ledgers, and reports.
Employees, attendance, leave, payroll, and performance.
Business process automation rules that run actions when verified trigger events occur.
Projects, milestones, engineering documents, procurement, and GRN.
Stock, warehouses, suppliers, adjustments, and reports.
Dashboards, operational reports, and exports.
Messaging, ads capture, communications, and APIs available in the product.
Account, feature, and technical issues.
Answers on multi-tenancy, modules, WhatsApp, accounts, and security.
Login, permissions, inbox tokens, browsers, and loading issues.
Contact the Smart Business 360 team if you cannot find the right guide.