> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Platform Guide

> Learn how to use the CRM platform built into Funding Machine, including contacts, calendars, conversations, pipelines, payments, and automation.

Your Funding Machine account runs on a powerful CRM platform with built-in tools for managing contacts, automating workflows, scheduling appointments, processing payments, and more.

<Card title="Browse All Help Articles" icon="arrow-up-right-from-square" href="https://docs.leadbuilt.com/kb" target="_blank">
  Search the full knowledge base for answers on any platform feature.
</Card>

***

## Core Features

<CardGroup cols={2}>
  <Card title="Getting Started" icon="rocket" href="https://docs.leadbuilt.com/kb/getting-started/general-crm-overview" target="_blank">
    Platform overview, navigation, onboarding steps, and initial setup.
  </Card>

  <Card title="Dashboard" icon="chart-line" href="https://docs.leadbuilt.com/kb/dashboard/dashboard-overview" target="_blank">
    Business metrics at a glance. Custom widgets and reporting views.
  </Card>

  <Card title="Contacts & Smart Lists" icon="address-book" href="https://docs.leadbuilt.com/kb/contacts/smart-lists" target="_blank">
    Manage leads and clients. Create smart lists, segment, and filter.
  </Card>

  <Card title="Conversations" icon="comments" href="https://docs.leadbuilt.com/kb/conversations/conversations" target="_blank">
    Unified inbox for calls, texts, emails, and social messages.
  </Card>
</CardGroup>

## Sales & Scheduling

<CardGroup cols={2}>
  <Card title="Calendars" icon="calendar" href="https://docs.leadbuilt.com/kb/calendars/calendars-overview" target="_blank">
    Appointment scheduling, availability management, and booking automation.
  </Card>

  <Card title="Opportunities & Pipelines" icon="handshake" href="https://docs.leadbuilt.com/kb/opportunities/opportunities-overview" target="_blank">
    Track deals through sales stages. Manage pipelines and close rates.
  </Card>

  <Card title="Payments & Invoicing" icon="credit-card" href="https://docs.leadbuilt.com/kb/payments/invoices" target="_blank">
    Create invoices, process payments, and manage subscriptions.
  </Card>
</CardGroup>

## Automation & Marketing

<CardGroup cols={2}>
  <Card title="Workflows" icon="bolt" href="https://docs.leadbuilt.com/kb/automation/workflows" target="_blank">
    Build automated workflows triggered by forms, tags, appointments, and more.
  </Card>

  <Card title="Email Marketing" icon="bullhorn" href="https://docs.leadbuilt.com/kb/marketing/emails" target="_blank">
    Email campaigns, social planner, and affiliate manager.
  </Card>

  <Card title="AI Agents" icon="robot" href="https://docs.leadbuilt.com/kb/ai-agents/content-ai" target="_blank">
    AI-powered conversation bots, content generation, and appointment booking.
  </Card>
</CardGroup>

## Building & Settings

<CardGroup cols={2}>
  <Card title="Sites & Funnels" icon="globe" href="https://docs.leadbuilt.com/kb/sites/funnel-website-builder" target="_blank">
    Build websites, landing pages, forms, and surveys.
  </Card>

  <Card title="Settings" icon="gear" href="https://docs.leadbuilt.com/kb/settings/business-profile" target="_blank">
    Account settings, integrations, team members, and permissions.
  </Card>
</CardGroup>

<Note>
  These guides cover the CRM platform features available to all users. For Funding Machine-specific features like credit reports, underwriting, and funding plans, see the other sections in this documentation.
</Note>