Documentation

Everything you need to get started and master AtomiCRM.

Set up your account, create your first entity, and build your first workflow.

Learn about field types, relationships, computed fields, and AI enrichment.

Configure table, board, calendar, map, and inbox views.

Build state machines, define rules, and automate with side effects.

Set up channels, routing rules, templates, and CSAT surveys.

Deploy built-in agents, install from marketplace, or build custom ones.

Create invoices, estimates, manage subscriptions, and track payments.

Build dashboards with 20+ widget types and embedded BI.

Configure roles, policies, field-level access, and record scoping.

Can't find what you're looking for?

Our team is happy to help with any questions about setup, configuration, or best practices.