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resources

Get more from every part of your CRM.

Product guides, workflow explanations and practical resources for teams building a more connected sales process.

Read the blog

4 posts on building and running an AI CRM.

Product education

What each capability actually does, written against the implementation.

Questions and comparisons

A CLOSER LOOK

Find the guide for the step you are working on

Begin with the outcome: capturing an enquiry, building a follow-up rule or connecting a website event. Product pages explain what the capability does, while guides explain the process and the questions to resolve before setup.

Use the automation guide to understand triggers and actions. Use the website integration guide for custom events, and the FAQs for plan and product questions. If a workflow needs credentials or account configuration, arrange the setup with the person responsible for that system.

Questions about CRM Resources, Workflow Guides & Product Help

Where can I find Insta AI 365 setup information?

Start with the relevant product page, the integration guide and the FAQs. Contact the team when you need workspace-specific setup or confirmation of a requirement.

How should my team learn a CRM workflow?

Use one sample enquiry and follow it through capture, ownership, pipeline and next action. Once the team understands that journey, add the workflows and reports it needs.

YOUR NEXT CHAPTER STARTS HERE

More meaningful conversations.
More momentum.

Bring your sales process together. Let your team move forward.

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