Rails Documentation
  • Welcome!
  • What is Rails?
  • Terminology
  • Quick Start
    • Account Creation
    • Organizations
  • Navigating your Homepage
    • Adding a Record
    • Bulk Upload
    • Using the Search Bar
    • Navigating the Objects Page
    • Editing a Record
    • Creating a New Object
    • Navigating Fields
  • CREATING CUSTOM DASHBOARDS
    • Creating a View
    • Adding a New Dashboard
    • Creating a Table Widget
    • Moving and Resizing Widgets
  • USING GUIDERAILS
    • What is GuideRails?
    • Example Usage
    • Limitations
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What is Rails?

Our CRM (Customer Relationship Management) is designed to provide a flexible, yet simple experience. It offers a suite of tools to organize, track, and manage customer information, sales leads, and more.

We have an evolving set of Automation features that allows you to quickly retrieve information, as well as build new features through text descriptions.

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Last updated 7 months ago

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