📖 Professional CRM & Email Marketing Platform

Complete Documentation & User Guide

🎯 What Is This?

A commercial-grade email marketing and CRM platform that rivals systems costing $200-800/month, built entirely on AWS serverless architecture for $15-35/month.

🌟 Key Highlights

👥

Full Contact Management

CRUD operations, import, export, duplicate detection, inline editing

📧

Email Campaigns

Create, send, clone, schedule with WYSIWYG editor

📊

Visual Analytics

4 interactive charts with real-time insights

🏷️

Contact Tags

8-color tagging system for advanced segmentation

🔍

Advanced Filtering

4-way filter: search, status, engagement, tags

✅

Bulk Operations

Select, delete, export multiple items at once

⚖️

CASL Compliant

Canadian Anti-Spam Legislation ready

🔐

Multi-Tenant

Complete data isolation and security

📚 Documentation Sections

🎯

Complete Feature Guide

Master reference with all 12+ features, API docs, integration examples, and CASL compliance details. Your one-stop documentation for everything.
👤

User Guide

Step-by-step instructions for end users. Learn how to use every feature effectively with detailed walkthroughs and screenshots.
🔗

Integration Guide

Website forms, email signatures, social media, and QR code integration. Complete code examples and implementation instructions.
⚙️

API Reference

Complete REST API documentation with 30+ endpoints, authentication details, code examples in multiple languages, and best practices.

💰 Cost Analysis

Your Cost

$15-35
per month
vs

Commercial Platforms

$800+
per month
  • HubSpot: $800/mo
  • Mailchimp: $299/mo
  • ActiveCampaign: $229/mo
Your Savings: 95%+ | Save $10,000+ per year with commercial-grade features

🏗️ Architecture Overview

32
Lambda Functions
11
DynamoDB Tables
30+
API Endpoints
2,500+
Lines of Code

🚀 Quick Start

  1. Access the CRM: Navigate to https://crm.sagentix.ca
  2. Log In: Use your credentials provided by your administrator
  3. Explore Features: Start with the User Guide for step-by-step instructions
  4. Create Content: Add contacts, create distribution lists, and launch your first campaign
  5. View Analytics: Check the Analytics tab for performance insights

🆘 Need Help?

Technical Support: support@sagentix.ca

Accessibility Issues: accessibility@sagentix.ca

Response Time: Critical issues handled same day, general support within 1-2 business days