Documentation
Common questions about the platform, security, and accounts.
Last updated 31 August 2026
A multi-tenant cloud ERP and business platform for CRM, finance, HR, real estate, construction, inventory, and related operations.
Companies and teams provisioned on a tenant — typically SMEs, property businesses, and construction firms described on the public site.
The public product highlights real estate, construction, and general SME operations (CRM, HR, inventory, finance). Module mix depends on entitlements.
Yes. Company-scoped data and multi-company setup are documented in the Multi-Company guide.
The public FAQ states modules can be tailored with the subscription. Entitlements control which modules are active.
See the Integrations section. WhatsApp, Messenger, and Instagram have detailed inbox guides; other channels are listed with setup articles in the portal.
Use this documentation portal, legacy setup guides under Resources, and contact support for onboarding help. Formal training programs are arranged with your account team — this portal does not invent a training catalog.
See the public Pricing page for subscription plans, free trial, and module scaling. Exact quotes depend on users, companies, and active modules.
Yes. WhatsApp inbox, templates, and CRM integration are supported. Start with /docs/integrations/whatsapp and /doc-whatsapp-setup.html.
Yes — automation rules can use the Send WhatsApp action when the channel and templates are configured.
See Security documentation and the Privacy Policy. Access is role-based and company-scoped. This FAQ does not invent certifications.
RBAC (Module.Resource.Action), authentication via the Account module, and administrative audit-style activity tracking in the product.
Use Start Free Trial / Register on the application host, then complete any verification step.
Administrators create users and assign roles. See User Management.
System Settings and company profile in the application. See Initial Configuration and the System Settings reference.
Contact the Smart Business 360 team if you cannot find the right guide.