Help Center
How can we help you?
Search our knowledge base or browse categories below
Getting Started
Learn the basics of CrocCRM and set up your account
- Creating your first deal
- Uploading documents
- Understanding the dashboard
- Setting up your profile
Lead Management
Manage and track your leads effectively
- Adding new leads
- Lead scoring explained
- Converting leads to deals
- Bulk lead import
Document Processing
Learn about our document automation features
- Bank statement parsing
- PDF watermarking
- Secure document sharing
- Document templates
Billing & Plans
Manage your subscription and payments
- Upgrading your plan
- Payment methods
- Invoice history
- Cancellation policy
Account Settings
Configure your account preferences
- Team management
- Notification settings
- API access
- Integrations
Security & Privacy
Keep your data safe and secure
- Two-factor authentication
- Data encryption
- Access controls
- GDPR compliance
Still need help?
Our support team is here to assist you