ZBIX CRM documentation

Practical guidance for the people who sell, the teams who configure their workspace, and the engineers who keep ZBIX CRM running.

Start using ZBIX CRM →Installation guides →

Know your release

These guides document CRM 1.2.0. Source-reviewed procedures and historical deployment evidence are identified in the articles. Review the release scope and qualifications before installation or upgrades.

Find your next task

01 · START HEREGetting started→

Sign in, navigate, manage records, and complete your first day.

02 · DAILY WORKCRM user guide→

Work with Leads, Accounts, Contacts, Deals, and commercial documents.

03 · CONFIGUREAdministration and automation→

Configure users, permissions, fields, workflows, cadences, and SLAs.

04 · UNDERSTANDSystem architecture→

Understand application services, data relationships, and dependencies.

05 · PREPARESystem requirements→

Review platforms, sizing, networking, and installation readiness.

06 · INSTALLInstallation and deployment→

Follow release-specific Linux, Windows, and AWS guidance.

07 · CONNECTSecurity and integrations→

Manage authentication, MFA, API access, SMTP, and Microsoft 365.

08 · OPERATEBackup and maintenance→

Create recovery points, verify restores, monitor, and plan upgrades.

09 · ASSESSManaged SaaS readiness→

Separate existing entitlement controls from a complete managed service.

10 · RESOLVETroubleshooting→

Investigate reporting, imports, email, attachments, and support issues.

A workspace for the whole customer journey

A genuine demonstration capture. Available controls and values depend on permissions and organization configuration.

Keep the guides close

Download the complete Word and PDF manuals, or read the frequently asked questions for answers to common operational questions.