Knowledge Base
Master the essentials of your CRM so you can focus on the families you serve. Browse step-by-step guides and video tutorials in all 11 official South African languages.
Learn by video
Watch quick walkthroughs of the most-used features, in your language.
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Step-by-step written guide
Expand each module to see detailed instructions.
Foundation
4 stepsGetting started
Setup
5 stepsSetting up your parlour
Policies
4 stepsProducts, packages and policies
Members
4 stepsMembers and clients
Finance
4 stepsPayments and collections
Cases
5 stepsFuneral cases and claims
HR
4 stepsHR, payroll and employee self-service
Agents
3 stepsAgents and field sales
Portal
2 stepsClient (member) portal
Comms
3 stepsCommunications and AI
Reports
4 stepsReports and compliance
Integrations
2 stepsWebsite integrations
Portal
12 stepsClient / Member portal lessons
Agents
11 stepsField agent portal lessons
HR
8 stepsEmployee self-service portal lessons
Need personalised assistance?
Our support team is available to walk you through any feature one-on-one.