CRMSix Help Center

Step-by-step guides for setting up and running CRMSix. Signed in already? Help inside the app (the ? at the top right) covers every screen.

Managing users Add people, give them the right profile, reset passwords and free up licences. Creating reports and dashboards Count and total your records, export them, and put the key numbers on one page. Workflow rules Update fields, send emails, create tasks and call webhooks automatically when records are saved. Flows Multi-step automation with decisions, loops and waits, built on a canvas and tested before it goes live. Data Model: objects and fields Add fields and objects, formulas and validation rules, and choose what each profile sees. Query Console and COQL Ask questions of your data with COQL, a SQL-like query language, and export the answers. Data Import Bring records in from a spreadsheet: add new ones, update existing ones, or keep CRMSix in step with another system. Data Export Download your records as CSV files in a zip: your own backup, or to move your data. API Keys Give a script or integration its own key to the CRMSix REST API, acting as a user you choose. Connected Apps (OAuth) Connect integrations with OAuth 2.0: a client ID and secret exchanged for short-lived access tokens. MCP Server for AI apps Let people work with CRMSix from Claude and other AI apps, with their own permissions. Sandboxes A copy of your organization for building and testing changes without touching production. Deploying changes with change sets Move fields, layouts, rules, flows, reports and dashboards from a sandbox to production, safely.

For admins

These guides are for the people who set CRMSix up for their organization. Most of what they describe needs the Admin profile, or a profile with the permission each guide names.

Can’t find what you need? Signed in to CRMSix, use Help → Contact CRMSix support to raise a ticket, or contact us.