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

Ubuntu Server Setup Script

Run this bash script to quickly setup a Ubuntu server

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

Providing Feedback

Frequently Asked Questions

Release Notes

Developers

Creating a plugin

Callback Hooks

Localization Guidelines

Community

Fat Free CRM Contributors

Contributing to this guide