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SETUP · OPERATIONS · API

Documentation for getting a real team live.

Start with the operating workflow, then connect channels, import data and extend only what the team actually needs.

01

Get started

Create the workspace, choose a vertical pack, invite the team and import the current lead sheet.

02

Connect channels

Configure Meta, WhatsApp, email, calling and payment providers through supported flows.

03

Run the day

Use inbox views, the call queue, follow-ups, tasks and pipeline stages as the shared operating rhythm.

04

Build safely

Use scoped API credentials and signed webhooks for extensions that preserve workspace boundaries.

Bring one real pipeline.

See how Crosvia CRM prepares the next move for your team.