PloverCRM Documentation

Getting Started

2 docs

• What is PloverCRM?
• Quick Start Guide

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Core Concepts

7 docs

• Contact Ownership
• Understanding Contacts
• Notes and Activities
• Lists and Tags
• Custom Fields Overview

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Contact Management

7 docs

• Searching Contacts
• Importing Contacts (CSV)
• Filtering by Owner
• Exporting Contacts (CSV)
• Editing Contact Details

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Custom Fields

8 docs

• Technical Content Cleanup Summary
• Reordering Custom Fields
• Editing Custom Fields
• Deleting Custom Fields
• Custom Field Validation

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Notes & Activities

5 docs

• Note Types Explained
• Editing Notes
• Deleting Notes
• Notes & Activities API Content Cleanup Summary
• Adding Notes to Contacts

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Mobile App

11 docs

• Troubleshooting
• Settings & Customization
• Notifications & Reminders
• Workspaces
• Managing Contacts

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API & Webhooks

1 doc

• Webhooks: Sending UTM and Ad Tracking Data

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Troubleshooting

1 doc

• App Not Updating

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FAQs

11 docs

• Webhook Integration FAQs
• Getting Support FAQs
• Security FAQs
• Pricing & Licensing FAQs
• Mobile App FAQs

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Reminders

1 doc

• Reminder Notifications

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Lists and Tags Management

7 docs

• Stage Deletion Protection
• Stage Colors Customization
• Stage Cascade Rename
• Creating and Managing Tags
• Creating and Managing Lists

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App Overview

2 docs

• Supported Devices
• Mobile App Overview

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installation

2 docs

• Update Mobile App
• Install Android App

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authentication

1 doc

• Login Mobile App

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dashboard

4 docs

• Quick Actions
• Dashboard Stats
• Dashboard Overview
• Notification Setting

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Leads Management

4 docs

• Add New Lead
• Table Zoom
• Filter With List
• Customize Column

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Lead Details

3 docs

• Reminders
• Activity Timeline
• Edit Contact Detail and View Contact Profile

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