Getting Started
Learn how to use CalyxCRM to manage your customer relationships
Welcome to CalyxCRM
CalyxCRM is a flexible, AI-powered customer relationship management platform. This documentation covers everything you need to know to get the most out of the platform.
Calyx Platform
Learn how to use the core features:
| Guide | Description |
|---|---|
| Objects | Define custom data structures for your business |
| Records | Create and manage data entries |
| Saved Views | Save filter configurations for quick access |
| Reports | Build multi-object queries and analytics |
| Flows | Automate workflows with triggers and actions |
| AI Chat | Query your data using natural language |
Developers
Build integrations and automate with the API:
| Guide | Description |
|---|---|
| Overview | Introduction to the REST API |
| API Keys | Create and manage API keys |
| API Reference | Complete endpoint documentation |