1. Overview Automations lets GatherCRM respond automatically when something happens elsewhere in the CRM. Each automation follows a simple structure: 1.When this happens 2. Only

1. Overview The GatherCRM Client Portal gives your clients a secure place to view the key information about their project. Instead of sending updates, files

1. Overview The Contacts area is your central place for storing and managing the people and organisations you work with. Use it to keep all

1. Overview The Contracts plugin helps you create, send, sign and manage contracts inside GatherCRM. You can build contracts directly inside GatherCRM using templates, or

1. What Email Hub does Email Hub lets you create and send professional emails directly from GatherCRM. You can use it for: Individual emails Campaigns

1. Overview The Forms module lets you create simple forms that can be added to a client website or shared using a direct link. You

Welcome to GatherCRM GatherCRM brings your contacts, sales, tasks, projects and everyday business tools together in one simple place. This training area will help you

1. What the HR module does The GatherCRM HR module is used inside the WordPress administration area. It provides: Employee records Employee self-service Holiday requests

1. Overview Invoice Hub helps you create, send and manage invoices directly inside GatherCRM. It gives you one place to: Create branded invoices and quotes

1. Overview The Pipeline helps you manage leads, enquiries or opportunities through a clear sales board. It gives you a visual Kanban-style pipeline where each

What is Projects? Projects gives you one place to manage client work from beginning to end. Each project can contain its key details, milestones, tasks,

1. Overview The Quiz module lets you create interactive quizzes, assessments, scorecards, surveys and information-gathering forms inside GatherCRM. You can use it to: Build scored

Documentation coming soon.

1. Overview GatherCRM Settings is where you control the main company-wide preferences for your workspace. It lets you manage how GatherCRM looks, which company details

1. Overview Tasks is where you organise and manage work in GatherCRM. It lets you create boards, add tasks, assign work to team members, set