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Jetpack CRM
Getting Started

Getting Started

Planning Your Knowledge Base

Strategic planning and preparation for building an effective knowledge base
Installation & Setup

Step-by-step guides for installing and configuring your knowledge base

Getting started: install Jetpack CRM

Install and set up Jetpack CRM on your WordPress site. On this page you can find the instructions to install...
General CRM Settings

Ensure your CRM work the way you and your team need it to via the General settings. By accessing the...
Adding your first customer or contact

Adding a new contact in Jetpack CRM is quick and straightforward. You don’t need to know everything about a customer...
Overview of Jetpack CRM

Jetpack CRM is a full CRM which is operated from within your WordPress Admin area. There’s no need to hand...
Jetpack CRM Menu Styles

Jetpack CRM WP Admin menu choices Jetpack CRM comes with menu choices for how you want to operate the CRM...

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