✦ Zodiac Tech CRM Documentation
What are you trying to do?
Everything you need to configure, use, deploy, maintain and troubleshoot your CRM — written for the way you actually work.
What Zodiac Tech CRM is, how the platform is organised, and the fastest path to your first lead.
6 guides → Client SetupThe complete client onboarding journey — from first login to a live, tested CRM.
12 guides → Role GuidesWhat each role can do, where to start, and the daily workflows that matter.
9 guides → Super AdminRunning the platform: businesses, users, the onboarding pipeline, and platform settings.
8 guides → BillingCommercial agreements, invoices, payment providers and failure handling.
6 guides → Using the CRMDay-to-day CRM features: leads, pipeline, follow-ups, calls, WhatsApp and reports.
12 guides → Marketing / MetaMeta ads operations: campaigns, creatives, tracking and the agency console.
8 guides → IntegrationsWhatsApp Business API, Firebase OTP & push, email/SMTP, calendar sync and webhooks.
8 guides → Mobile AppThe Android app: install, login, calling, recording capability, sync and device health.
10 guides → DeveloperArchitecture, authentication, multi-tenancy, RBAC, database and integrations internals.
10 guides → API ReferenceThe REST and mobile APIs — authentication, endpoints, payloads and errors.
6 guides → DeploymentFrom bare cPanel hosting to a production install at crm.zodiactechsoft.in.
10 guides → OperationsKeeping a live install healthy: daily checks, monitoring, incidents and data retention.
5 guides → TroubleshootingSymptom-based fixes: login, email, Meta, leads, WhatsApp, calls, payments and more.
9 guides → How It WorksTrace pages: follow a lead, a message, a payment or a call from end to end.
8 guides → FAQStraight answers to the questions support gets asked most.
3 guides → GlossaryEvery term in this documentation, in plain and technical language.
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