Documentation

Explore our guides and documentation to learn how to use Booked55 to manage your sales pipeline, build relationships, and close more deals.

Getting Started

Set up your account and learn the basics

Manage your prospects and client relationships

Track organizations and link contacts

Track events and manage attendance

Visual deal tracking with Kanban boards

Log sales activities and manage tasks

Track performance metrics and identify growth areas

Build and launch email campaigns

Create reusable email templates with variables

AI email drafting, contact enrichment, and task review

Connect ChatGPT, Claude, and other AI clients to your CRM

Workspace settings, profile, organization, users, and administration