RoseSpark CRM
User guide
The RoseSpark CRM user guide
Every screen explained, step by step – from your first contact to the paid invoice.
The customer edition of the guide is being prepared. Book a demo and we will send it to you after the call.
Book a demoWhat's inside
- Getting started: logins, roles and your first settings
- Contacts, companies, deals and tasks
- Email outreach: mailboxes, sequences, replies and compliance
- Calling and messaging: browser phone, dialers, SMS and WhatsApp
- Proposals, projects and the client portal
- Billing: invoices for any country, retainers and payments
- Reports, client marketing reports and workflows
- Administration, privacy and security
See it live instead: book a 30-minute demo
The guide in 30 minutes, on a real CRM.