Smart Business 360 Documentation
Everything you need to get the most out of Smart Business 360 — find a guide, learn the feature, and start using it.
No guides matched your search. Try another keyword or browse categories below.
Documentation
Browse guides by area. Only categories with published Smart Business 360 resources are listed.
Getting Started
User manuals and the documentation portal to orient your team.
CRM & Leads
Leads Inbox, chat-to-lead conversion, and lead management.
Social & Messaging
WhatsApp, Instagram Direct, and Messenger setup.
Administration & Security
Roles, permissions, settings, and multi-company setup.
Automation
Approvals and business process automation workflows.
Real Estate
Property CRM and real-estate sales workflows.
Construction
Construction project management and delivery tracking.
Explore & Support
Blog insights, FAQs, and contact support.
Popular Guides
Start with the most-used documentation for CRM, messaging, and platform setup.
User Manuals Portal
Official manuals and platform guides for administrators and teams.
Read Guide → CRM & LeadsLeads Inbox Overview
Shared team inbox for WhatsApp, Messenger, and Instagram Direct.
Read Guide → CRM & LeadsChat to Lead Conversion Guide
Convert conversations into CRM leads without leaving the inbox.
Read Guide → Social & MessagingInstagram Direct Setup Guide
Connect Instagram Direct to Leads Inbox.
Read Guide → Social & MessagingMessenger Setup Guide
Connect Facebook Messenger to your shared inbox.
Read Guide → CRM & LeadsLead Management Guide
Qualify, assign, and move leads through your sales process.
Read Guide →Getting Started
CRM & Leads
Leads Inbox Overview
Shared team inbox for WhatsApp, Messenger, and Instagram Direct.
Read Guide → CRM & LeadsChat to Lead Conversion Guide
Convert conversations into CRM leads without leaving the inbox.
Read Guide → CRM & LeadsLead Management Guide
Qualify, assign, and move leads through your sales process.
Read Guide → CRM & LeadsShared Team Inbox Guide
Collaborate on customer threads with labels, status, and assignment.
Read Guide → CRM & LeadsLeads Inbox & Social CRM
Product overview of the shared inbox and social CRM workflows.
Read Guide → CRM & LeadsAI Lead Scoring
How AI scoring helps prioritize high-intent leads.
Read Guide →Administration & Security
System Settings Reference
Company-wide settings for uploads, finance year, and integrations.
Read Guide → AdministrationPermission Model Reference
Module.Resource.Action permissions and role groups.
Read Guide → AdministrationPlatform Administration Guide
Admin checklist and access-layer overview for tenant admins.
Read Guide → AdministrationMulti-Company Setup Guide
Configure multi-company tenants and switching.
Read Guide → AdministrationUsers & Roles Setup Guide
Provision users, job roles, and record scopes.
Read Guide → AdministrationSecurity & RBAC Governance
Enterprise RBAC and permission governance overview.
Read Guide →Automation
Real Estate
Construction
Explore & Support
Need help?
Can't find what you're looking for? Our team can point you to the right guide.
Social & Messaging
WhatsApp API Setup Guide
Meta verification, WABA setup, and message templates.
Read Guide → Social & MessagingWhatsApp Business API CRM
WhatsApp CRM software for sales and customer conversations.
Read Guide → Social & MessagingInstagram Direct Setup Guide
Connect Instagram Direct to Leads Inbox.
Read Guide → Social & MessagingMessenger Setup Guide
Connect Facebook Messenger to your shared inbox.
Read Guide →