X10 CRM DOCUMENTATION

Everything about running X10 CRM — in one place

Step-by-step setup guides: leads and pipeline, telephony, AI call analysis, delivery, team management and connecting external landing pages through the API.

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X10 CRM overview: what the system is made of

How X10 CRM is put together: leads, statuses, projects, roles, telephony, delivery and AI — and how these parts connect.

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Getting started

First look at the system: signing in, roles and navigation.

System overviewHow X10 CRM is put together: leads, statuses, projects, roles, telephony, delivery and AI — and how these parts connect.
First loginWhat a new employee does on day one: signing in, profile and avatar, presence status, breaks and the usual login problems.
Roles and permissionsHow access is built: role levels, 300+ individual permissions, limits by project and by allowed statuses, and hiding customer phone numbers.

Leads and pipeline

Working with leads — from the lead card to bulk operations.

Webmasters and traffic

Partners, API tokens and leads coming from external landing pages.

Telephony

Connecting numbers, browser calling, queues and the power dialer.

AI and quality control

Transcription, call scoring and the AI assistant inside the CRM.

Call transcriptionHow to turn a call recording into text split into operator and customer lines, which providers are supported and what to do about errors.

Delivery and SMS

Nova Poshta, waybills, tracking and automatic customer messages.

Nova Poshta: waybills and trackingHow to connect Nova Poshta to X10 CRM: the API key, senders, the shipment template, creating waybills from a lead card and in bulk, printing labels and updating lead statuses automatically from tracking.

Need help with the setup?

We launch the CRM end to end: migrate your database, connect telephony, delivery and landing pages, and train the team.

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