These guides are designed to make you immediately productive with Fat Free CRM, and to help you understand how all of the pieces fit together. They are written by the authors of Fat Free CRM as well as members of the Fat Free CRM community.

Getting Started

Overview

An introduction to Fat Free CRM

Installation

Setup Linux or Mac OS

Installing Fat Free CRM on Linux or Mac OS X

Setup Heroku

Setting up a Heroku instance for Fat Free CRM

Setup Microsoft Windows

Installing Fat Free CRM on Microsoft Windows

Upgrading Fat Free CRM

Notes on the important changes between different version of Fat Free CRM

Configuration

Loading Demo Data

Load sample data to test out Fat Free CRM

Site-wide Settings

Configure your Fat Free CRM installation

Navigating the User Interface

Contacts

Accounts

Tasks

Opportunities

Leads

Campaigns

The Permissions Tab

Navigation Bar

Digging Deeper

Running as a Rails Engine

Run Fat Free CRM within a separate Rails application

Email Dropbox

Rake Command Reference

Available Plugins

Creating Custom Field Plugins

Providing Feedback

Frequently Asked Questions

Release Notes

Developers

Using Zeus to speed up development

Running tests

Creating a plugin

Lazy Load Hooks

Callback Hooks

Localization Guidelines

The Countries Problem and How to Fix It

Community

Security

Fat Free CRM Contributors

Contributing to this guide