Documentation
How MyERPZ works.
Reference documentation for setting up and running MyERPZ CRM.
Basics
Getting started with MyERPZ CRM
Set up your organization, invite your team, configure your pipeline and create your first lead in MyERPZ CRM.
Access control
Organizations, roles and permissions
How MyERPZ scopes data to an organization and grants access through roles, and how to plan a permission model that survives growth.
Data
Importing leads and customers
How to map fields, run a test import and resolve the problems that most often cause rows to be rejected or land in the wrong place.
AI
Using the AI assistant in MyERPZ CRM
What the CRM AI features do today, what they need to work well, what they cannot access, and which capabilities are still planned.
Ready to run your sales on one system?
Everything described on this site is available today. Book a walkthrough, or start free and bring your own pipeline.