305 guides across 28 areas of the product.
Your first hour, and how the product is laid out.
Setting it up, and keeping access right as the team grows.
Straight into the area you spend your day in.
Asking, and the work that happens without being asked.
Tell us where you sit and we will lead with the guides that fit. Stays on this device.
Pick a department to see what most people there read first.
New to NearSync, or looking for a quick answer.
Where your team does its work, day to day.
Managing pipelines and contacts.
13 articlesCampaigns, content, brand, creative and the channel numbers behind them.
10 articlesWhat you sell: products and stock, services and their stages, bookings and payment plans.
5 articlesEvery channel into one inbox, and the routing that decides where a message goes.
7 articlesHiring, onboarding, attendance, leave, pay, performance and everything else about the people who work here.
21 articlesTaking customer requests from first contact to resolution.
8 articlesWebsite Features and Navigation
8 articlesMeasures, the studio that turns them into charts, and the boards they live on.
11 articlesThe tools that cut across every department.
The screen you land on: your brief, your work, and what the company is doing.
7 articlesYour day in one place: what needs you, your plan, calls and meetings.
27 articlesOne box for finding, asking and creating, from anywhere in the platform.
7 articlesChannels, direct messages and calls for your team.
14 articlesTalking to customers on the channel they already use.
14 articlesNearSync E-Signature Module
20 articlesHow the AI works, what it can do, and what it asks before doing.
Billing, security, and how the system is put together.
Invoices and payments.
3 articlesWhere your data lives, who can reach it, how to get it out, and what happens when you delete it.
3 articlesRun the workspace: hubs and legal entities, roles and permissions, notifications, security, and your own account.
12 articlesA person reads everything that comes in, and replies within one business day.