Acquira CRM Docs

Your starting point for using and understanding the CRM.

Use this documentation to get oriented quickly, work more confidently, and find the right reference when questions come up. The User Guide focuses on day-to-day actions, while the System Guide explains how the CRM is set up and how the core workflows operate.

Open User Guide Open System Guide

Choose the right guide

  • Use the User Guide for everyday CRM work such as navigating screens, updating contacts, sending outreach, and following the daily workflow.
  • Use the System Guide for the current setup, integrations, call recording flow, storage behavior, and operating rules behind the CRM.

Best starting point

Start with the User Guide If you are not sure where to begin, the User Guide is the fastest way to get oriented and start working inside the CRM.
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 future additions
Open System Guide
For teammates and operators

Operations Guides

A share-ready interactive guide set for the repo overview, ACQ CRM CLI onboarding, Codex onboarding, and the change management protocol.

  • Repo overview and command surface
  • CLI setup for Dante and Nathan
  • Codex onboarding and guardrails
  • Change management and verification rules
Open Operations Guides
How this site is maintained

Documentation can be updated quickly

This site is hosted separately from the production CRM, so screenshots, copy, and diagrams can be refreshed without changing the live app experience.

What to expect

Designed to be clear and useful

The goal is to make the CRM easier to use, easier to explain, and easier to support. Screenshots, examples, and direct guidance are meant to help the team move faster with less guesswork.