Everything you need
to master Recentriq
Comprehensive guides covering every module, workflow, and feature. Click any section below or use the sidebar to dive in.
Getting Started
New here? Start with the dashboard overview.
Lead-to-Cash Pipeline
Follow the revenue flow from lead to accounting.
Procure-to-Pay Pipeline
Track procurement, inventory, and accounts payable.
Dashboard
Communicate
Chat
Real-time communication channels, direct peer messages, threads, and file transfers.
Meetings
Sync scheduling, check host availability, allocate meeting rooms, invite external participants, and manage personal availability.
Design templates and dispatch bulk email campaigns with per-tenant SMTP servers.
CRM
Leads
Manage potential client inquiries, lead tracking, conversion qualification, CSV import/export, and source attributes.
Clients
Maintain a centralized directory of active client entities, organization profiles, and detailed activity logs.
Orders
Track agreed-upon service orders, values, currencies, status, and link sales to project execution.
Invoicing
Bill clients for services, manage line items, customize taxes/discounts, download PDFs, and trigger recurring template schedules.
Project Management
Projects
Organize team efforts around specific deliverables, manage task boards, build knowledge bases, and sync members to chat.
Tasks
Assign individual action items, prioritize, track statuses, and support client deliverables.
Digital Docs
Manage company templates, files, version controls, cloud storage URLs, and secure share permissions.
Team Management
Books & Inventory
Accounting
Manage global Chart of Accounts, post journal entries, record debits/credits, and maintain audit trails.
Expenses
Track employee expense reimbursements, upload receipts, and manage approvals.
Inventory
Monitor stock items, warehouse locations, product SKU balances, and internal transfers.
Purchasing
Procure items or services, manage vendors, process RFQs, secure multi-level approvals, and manage contracts and payment batches.
Settings
Every module page includes detailed workflows, best practices, and related module links.
Use the sidebar to explore, or reach out to our team.