Help & Support

Get help with SoloCRM and learn how to use it effectively

Install Mobile App
Get the best experience by installing SoloCRM as a mobile app

Why Install?

  • • Faster loading and offline access
  • • Native app experience
  • • Push notifications
  • • Better performance
Quick Start Guide
Learn the basics of SoloCRM in minutes

Getting Started

  • • Add your first lead
  • • Create contacts
  • • Set up tasks
  • • Generate invoices

Quick Actions

Add Your First Lead

Learn how to add and manage leads

Create an Invoice

Generate and send professional invoices

Set Up API Access

Get started with API integration

Customize Dashboard

Personalize your dashboard layout

Documentation

Popular
User Guide
Complete guide to using SoloCRM
Popular
API Documentation
Integrate SoloCRM with your applications
Frequently Asked Questions
Quick answers to common questions
Getting Started
Quick start guide for new users

Recent Updates

New AI Features Available

Enhanced lead scoring and task suggestions for Pro users

Recently updated

API Documentation Updated

New endpoints and improved examples for better integration

Recently updated

Need More Help?

Tips & Best Practices

Discover pro tips and best practices to maximize your productivity with SoloCRM.

View Tips

Security & Privacy

Learn about our security measures and how we protect your data.

Learn More