BraiFlow CRM
Product Documentation
Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.
Overview
This knowledge base is organized for professional SaaS operations: standardized procedures, role boundaries, release checklists and practical runbooks.
Getting Started
Introduction, quick start, concepts and glossary.
Core CRM
Contacts, companies, leads, deals and activity operations.
Sales & Billing
Quote-to-cash flow with products, invoices and payments.
Automations
Workflow builder and execution lifecycle.
AI Pack
AI capabilities for productivity and insights.
AI Agents
Agent setup, supervision and guardrails.
Country Packs
Localization and compliance by country.
Configuration
Workspace configuration and feature controls.
Admin Guide
Tenant administration, governance and monitoring.
Portal
Client-facing portal usage and controls.
Technical Reference
Architecture and integration reference for developers.
Deployment
SaaS and on-prem deployment patterns.
Security & Compliance
Security controls and regulatory compliance guidance.
Runbooks
Operational procedures for incidents and recovery.
Release Notes
Version history and changelog references.
FAQ
Frequently asked questions by domain.
Documentation Standard
Any new feature must include documentation before production: goal, required permissions, test scenario and incident runbook.