Settings & Administration
Team management, branding, permissions, and system settings
Troubleshooting: Password Reset & Account Access
How to reset your password and regain access to your KeenCRM account.
How To: Filter, Sort, and Customize Data Tables
Master KeenCRM's data tables — filters, sorting, column customization, and search.
How To: Use the Dashboard Effectively
Get the most out of KeenCRM's analytics dashboard — KPIs, charts, and insights.
How To: Set Up Team Roles and Permissions
Step-by-step guide to creating roles, setting permissions, and controlling data access.
Data Export — CSV & XLSX Downloads
Export your CRM data as CSV or XLSX files from any module.
Custom Fields — Extending Your Data Model
Add custom fields to contacts, deals, and more to capture the data your business needs.
Settings & Configuration
Configure your KeenCRM workspace: branding, pipelines, custom fields, and integrations.
File Manager — Document Attachments
Upload and manage files attached to contacts, deals, quotes, and other entities.
Team Management & User Roles
Add team members, assign roles, and configure granular permissions to control who can access what.
Branding & Customization
Customize KeenCRM with your company logo, colors, and invoice branding.