Acquira CRM Docs

Acquira CRM documentation.

Use the User Guide for day-to-day work in the CRM. Use the System Guide for the current setup, integrations, call behavior, storage, and operational checks behind the live system.

Open User Guide Open System Guide

For day-to-day work

User Guide

A guided walkthrough for daily CRM work. It focuses on what to click, what each screen is for, and how the main workflows fit together.

Logging in and getting oriented
Working in contacts and activity
Sending SMS and using templates
Saved Views and daily workflow

Open User Guide

For operations and context

System Guide

A complete reference for the live CRM setup. It explains the current runtime, integrated tools, Twilio routing, call recording flow, storage behavior, and operational logic.

Live configuration and apps in use
Twilio numbers, messaging, and voice setup
Call recording, transcript, and summary flow
Current limits, costs, and operational checks

Open System Guide