Documentation
Guides for running Envoy day to day, and reference material for building against the public API. Start with whichever section matches what you're trying to do.
Getting Started
Sales Pipeline & CRM
Contacts & Companies
Contact and company records, custom fields, tags, import/export.
DealsPipelines, custom stages, and the kanban board.
Tasks & CalendarActivities, tasks, assignment, and what the calendar actually shows.
Documents & TemplatesPR content, the publish workflow, and templates.
MediaThe shared library of images, files, and links behind documents, press kits, and social posts.
EnquiriesCapturing leads from your own website with an embeddable form.
Email ForwardingForward an email to your Envoy address and it logs against the matching contact.