Help when your team needs it

Get unstuck without hunting through five vendors.

CRMX gives you in-app support, tickets, screen-share help, tutorials, Academy resources, and optional done-for-you services around the same platform your team uses.

Six ways forward

Get the right kind of help for the problem.

Use chat, tickets, training, or screen share for product help. Choose a done-for-you service when you want our team to build something inside CRMX.

01

24/7 in-app chat

Get help inside CRMX whenever your team runs into a platform question.

02

Ticket support

Document the problem and keep a traceable support conversation when the answer needs investigation.

03

Screen-share support

Use visual support for complex questions where showing the workflow is faster than explaining it.

04

Help center

Follow step-by-step articles and tutorials without waiting for a live conversation.

05

Academy + training

Train admins, sales users, and other roles with structured learning and live guidance.

06

Done-for-you services

Get a clear plan and price when you want CRMX to migrate, connect, build, test, or improve the system for you.

Know what is included

Support helps you use CRMX. Done-for-you services build it for you.

Your monthly plan includes help using the platform. If you want our team to connect, train, or build the system, we will give you a clear plan and price first.

Included support
  • Platform questions
  • Troubleshooting
  • Tutorials and Academy
  • Guidance and best practices
Optional done-for-you help
  • Migration and account setup
  • AI employee training
  • Workflows, funnels, and follow-up
  • Testing and team handoff
Already a customer?

Use in-app chat for the fastest account-aware support.

Login gives the support team the context needed to help with your CRMX account. The public help center is available for self-service guidance.

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Need more than an answer?

Tell us what you want working.

If you want CRMX to build the AI employees, pages, migration, lead follow-up, or a complete growth system, start with a conversation about your business.