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Guide
Getting started
Tip: Start with the one app that solves your most painful problem today, get the team using it daily, then add the next. Users, permissions, and shared records carry over automatically.
All guides
Each guide opens with what you need beforehand, then walks the setup step by step, with tips and answers at the end.
Customers, conversations and your website
Hire, pay and train
Run projects and the books
Before you start
Recommended order
Most teams begin with one app, then add more once it's running smoothly. Users, permissions and shared records carry over automatically.
How the pieces connect
Every app sits on the same workspace, identity and records. This map shows the main entities, which app owns each, and how they relate: 1 means one, N means many.
Deal → Project → Invoice
A deal won in CRM becomes a project, and billing follows delivery in Finance.
Employee → Payroll → Ledger
A new hire in HRMS flows into payroll, and payroll cost posts into Finance.
Contact → Chat & Ticket
WhatsApp chats and support tickets attach to the same customer record.
A conceptual overview, not the literal schema. Each app's guide covers its exact screens.
What's inside
12
Guides
One per app, plus setup and admin
83
Steps
Walked through in order
44
Tips
Practical recommendations
39
FAQs
Answered at the end of guides
Search the Help Center for quick answers, or talk to our team about onboarding and migrating from another system.
Grow your business by building, referring, or reselling with Triostack.
