Welcome to Zodiac Tech CRM
What this documentation is, who it is for, and where to start — in the first five minutes.
Welcome to Zodiac Tech CRM
Zodiac Tech CRM is a complete client-getting system for small and mid-sized businesses: it catches every lead from Facebook and Instagram, drops it into a CRM your team actually uses, follows up automatically on WhatsApp and calls, and shows you exactly where your enquiries get stuck.
This documentation covers every part of the product — for every person who touches it.
Who is this for?
- Business owners — you bought the system; this is your manual.
- Sales teams — your daily workflows: leads, calls, follow-ups, WhatsApp.
- Ad specialists & agency staff — the Meta ads console and client delivery.
- Super admins — running the platform, creating businesses, billing and onboarding.
- Developers & hosting admins — architecture, API, deployment and operations.
Where to start
The fastest path If you are setting up a new business, go straight to Client onboarding from zero — a complete walkthrough from first login to a live, tested CRM. If you run the platform, read the Client delivery playbook.
| I am a… | Start here |
|---|---|
| Business owner | Quick start (15 minutes) |
| Sales agent | Sales agent guide |
| Super admin | Super Admin overview |
| Ad specialist | Ads specialist guide |
| Developer | Architecture overview |
| Hosting admin | cPanel deployment |
How to read this documentation
Every guide answers the same questions:
- What is this? — plain-language explanation.
- Who uses it and when — the role and the moment.
- Exactly what to click — step by step, with expected results.
- What can go wrong — common mistakes and fixes.
- What happens underneath — the technical detail, for when you need it.
Can't find something? Use the search (top of every page, or Ctrl/⌘ + K) — it searches every guide, error message and setting name.
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