NoxCRM Documentation

NoxCRM — setup guides, API references, and automation docs.

Everything you need to deploy, configure, and extend NoxCRM. From first-time setup to workflow automation and API integration.

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Getting Started

Quick start guideSet up your first workspace, invite team members, and capture your first lead.

System requirementsSupported browsers, device requirements, and network considerations.

Workspace configurationConfigure workspace settings, branding, and default preferences.

User roles and permissionsUnderstand owner, admin, and member role capabilities and access levels.

API Reference

REST API overviewBase URL, authentication, rate limits, and response format documentation.

Leads APICreate, update, search, and manage leads via the API.

Contacts APIManage contacts, companies, and association records.

WebhooksSubscribe to CRM events and receive real-time notifications.

Workflow Automation

Automation builderCreate workflows with triggers, conditions, and automated actions.

Trigger typesLead created, status changed, follow-up overdue, and custom event triggers.

Action typesSend notifications, assign leads, update fields, and call webhooks.

Approval workflowsRoute actions through manager approval steps with audit trails.

Best Practices

Pipeline designDesign effective pipeline stages that match your sales process.

Lead scoringSet up lead scoring rules to prioritise high-intent prospects.

Follow-up cadenceEstablish consistent follow-up schedules that improve conversion rates.

Team adoptionGet your team onboarded and using NoxCRM effectively from day one.

FAQs

Data migrationImport leads and contacts from spreadsheets, other CRMs, or CSV files.

IntegrationsConnect NoxCRM with email, calendar, and third-party tools.

Security and privacyData encryption, access controls, and compliance information.

TroubleshootingCommon issues and their resolutions for NoxCRM users.

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