Start with 3 essential guides across 10 areas. Expand a category when you need the rest of the 123-guide library.
CRM
Finance
Marketing
Support
Choose an area below, or follow the visual path from setup to a connected client record.
The fastest way to understand Friendly 360 is to see how a client moves through the workspace: from pipeline, to document, to conversation, to invoice.
Set up the workspace and bring your existing records with you.
Keep sales, delivery, support, and billing attached to one client.
Use the navigation path shown in every answer to find the live flow.
Each guide names the real product area where the flow lives, so you can move from a question to the right screen without searching the whole app.
Browse by the area of the product you are working in.
Open only the answers relevant to your current task.
Use the FAQ for evaluation and policy questions.
Each entry leads to a focused set of answers, organized as a calm reading index rather than a wall of panels.
The first hour in a new workspace: what onboarding asks for, what to configure before anyone else logs in, and how to bring your existing records with you.
Explore areaClients, leads, the pipeline, and everything that happens between first contact and a signed deal.
Explore areaTurning a qualified opportunity into a document a client can read, approve, and sign — without either side creating an account they did not want.
Explore areaThe money side: the document chain from quote to receipt, getting paid, purchases, the ledger, and the reports your accountant asks for.
Explore areaCampaigns, social publishing, SEO, ads, and the audience data underneath all of them.
Explore areaRunning your own support operation: tickets, the channels they arrive through, routing, your SLA policies, and a knowledge base.
Explore areaThe two signed-in areas for people outside your core team, plus the public links that need no account at all.
Explore areaRoles, what each one can reach, and the trail of who did what.
Explore areaConnecting the tools you already run, and building against the workspace directly.
Explore areaPlans and capacity, AI credits, changing or ending a subscription, and getting your data out.
Explore areaAnything specific to your data, your configuration, or your rollout goes through the contact form, where it is routed rather than dropped into a generic inbox.
