Create your account
Sign up, verify your email, and create the organization workspace your team will use.
Bizforz Help Center
Get help with setup, users, and workflows.
Start with a short walkthrough, search the Help Center, or open a product guide when you need step-by-step help.
Recommended first path
Create your account
Invite users
Open CRM guide
Start here
Invite your team
Add users, choose roles, and assign product access for CRM or other subscribed products.
Set up CRM
Create your first lead pipeline, add lead sources, and prepare follow-up workflows.
Getting started videos
Coming soon
Getting started with Bizforz
A first walkthrough space for account setup, organization selection, and product access.
Coming soon
CRM lead workflow
Use this video slot for lead creation, assignment, stages, follow-ups, and conversion.
Coming soon
Reports and daily work
A future tutorial space for dashboards, campaign reports, tasks, and follow-up review.
Browse help guides
Getting started
Account setup, email verification, organization selection, invitations, and product access.
- Create and verify your account
- Set up or switch organizations
- Invite users and assign products
Admin settings
Roles, permissions, product access, organization settings, invitations, and seats.
- Invite and manage users
- Assign roles and product access
- Check subscription access
Troubleshooting
Fix common login, product access, permission, follow-up, dashboard, and report issues.
- Resolve access issues
- Check missing permissions
- Compare report filters
CRM
Lead capture, assignment, stages, follow-ups, imports, campaigns, and sales reports.
Available- Lead workflow
- CRM setup checklist
- Reports and imports
Flow
Workflow and operations help guides will appear here when Flow content is ready.
Coming soon- Workflows
- Tasks
- Reports
LMS
Learning management help guides will appear here when LMS content is ready.
Coming soon- Courses
- Learners
- Assessments
Ticket
Support ticket help guides will appear here when Ticket content is ready.
Coming soon- Queues
- Assignments
- Resolution
Still stuck?
Start with troubleshooting for common issues, use the FAQ for account questions, or contact the team for product-specific setup support.