Get started with CRAIM. One step at a time.
Getting Started
First-time setup for a new CRAIM workspace.
Quick Start
Launch a workspace, invite the team, connect channels, and start working from one pipeline.
Workspace Setup
What to configure in the company, team, and AI workspace before using CRAIM at production depth.
Project Transfer To A Client
How an integrator hands a finished project to the client's workspace: the offer, acceptance, what changes at that moment, and what can stop it.
Team And Access
How users, invitations, permissions, and company boundaries should be organized.
Core CRM
Workstreams, inbox, tasks, pipeline stages, and analytics in one operational surface.
Workstreams And Pipeline
How CRAIM models a workstream as the single operational card for a lead, deal, conversation, and next action.
Inbox, Tasks, And Analytics
How conversations, follow-up execution, and reporting stay tied to workstreams.
Dashboard And Forecasting
Use dashboard views to monitor workstream health, activity, and team execution.
AI Operations
Qualification, AI actions, operating modes, and workspace memory.
Knowledge
Knowledge base operations and document lifecycle.
Integrations
Data import, messaging channels and new customer requests.
Marketing
Campaigns, templates, email providers, and AI content.
AI Calls
Durable AI-call jobs, verified outcomes, and ElevenLabs telephony setup.