Five Minutes / CRM
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The Five Minutes CRM user manual — concepts first, then daily-use flows, then the admin surfaces you'll only touch occasionally. Use ⌘F in any article to find a phrase.
The CRM is the horizontal sales-and-customer module of the Five Minutes Platform — track accounts, opportunities, and every communication touchpoint, with eight atomic agents that earn write access by proving themselves on a shadow queue first. This manual is the operator’s reference: how the pieces fit together, what each page does, and the admin levers behind the scenes.
Welcome
Getting started
The first ten minutes — signing in, getting oriented, finding your client.
Concepts
The mental model behind the CRM — tenants, the unified comms log, AI insights, and the agent trust ladder.
Tenant Admin
What the tenant admin sees and turns on. These pages live under /admin and need an admin role on the tenant.
Daily use
The flows you'll use every working day.
Agents
Running and supervising the eight atomic agents that auto-capture and reason over your data.
Reference
Operations
Email fiveminuteshelp@gmail.com and we’ll add a new article or fix an existing one. Use ⌘F in any article to find a phrase.