Guides, tutorials, and everything you need to get the most out of ERP-Worx.
Create your workspace, invite your team, and import your first leads in under 5 minutes.
Manage leads, contacts, organizations, pipelines, and activities. How AI scoring works.
Create and send invoices, manage suppliers, track VAT, and stay Peppol-compliant.
How to ask your ERP questions in natural language and interpret AI recommendations.
Dashboard overview, custom reports, cash flow forecasting, and export options.
Set up user roles, define access scopes per module, and manage team members.
Build goal-based automations: triggers, sequences, email rules, and webhook actions.
EN 16931, Peppol BIS 3.0, GDPR compliance features. Reading audit logs.
Configure your workspace: branding, email delivery, API keys, webhooks, and billing.