Documentation

Everything you need to know about using NiceHatCRM

Getting Started with NiceHatCRM

Welcome to the NiceHatCRM documentation. Here you'll find comprehensive guides to help you set up and use your CRM system effectively.

User Guides

Step-by-step instructions for using NiceHatCRM's features.

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Plugin Documentation

Learn how to extend NiceHatCRM with our plugin system.

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API Reference

Technical documentation for developers integrating with NiceHatCRM.

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Troubleshooting

Solutions to common issues and frequently asked questions.

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Plugin Documentation

Client Portal Plugin

Allow your clients to access their projects, invoices, and support tickets through a secure portal.

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Email Tracking Plugin

Track email opens, clicks, and engagement with your contacts and leads.

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Calendar Plugin

Manage appointments, schedule meetings, and sync with external calendars.

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Custom Plugin Development

Learn how to create your own plugins for NiceHatCRM.

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API Reference

Our comprehensive API allows you to integrate NiceHatCRM with your existing systems and build custom applications.

API Overview

Learn about authentication, rate limits, and general API concepts.

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Contacts API

Endpoints for creating, reading, updating, and deleting contacts.

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Organizations API

Endpoints for managing organizations and their relationships.

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Deals API

Endpoints for working with deals and the sales pipeline.

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Documentation

User Guides Plugin Documentation API Reference Troubleshooting
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