Welcome to Manage It Docs
This is the comprehensive documentation for the Manage It platform.
Quick Navigation
🚀 Getting Started
- Getting Started - Complete setup guide and platform overview
- Troubleshooting - Common issues and solutions
💼 Core Features
- Invoices - Create, manage, and track invoices
- Contracts - Digital contract management and e-signatures
- Proposals - Professional proposal creation and management
- Customers - Customer relationship management
- Products & Services - Manage your service catalog
⚙️ Advanced Features
- API Documentation - Developer resources and API reference
- Custom Fields - Video tutorial for setting up custom fields
- Subaccounts - Client management and team collaboration
- Customer Portal - Self-service portal setup
- Meetings & Calendar - Schedule and manage appointments
- SaaS Mode - Subscription-based business features
- Webhooks - Real-time integrations
What is Manage It?
Manage It is an all-in-one white-label CRM platform designed specifically for agencies. It provides professional invoicing, e-signature contracts, client management, and much more - all with your branding.
Ready to Get Started?
Start your free trial and begin transforming your agency with professional client management tools.
For a complete overview and setup guide, visit our Getting Started page.