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Guides & Resources

Everything you need to get started and grow with Vergefy — from quick-start guides to deep-dive tutorials.

Onboarding

Getting Started with Vergefy

Set up your account, configure your workspace, and invite your team in under 10 minutes.

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CRM

Setting Up Your CRM Pipeline

Create custom deal stages, import contacts, and configure your sales pipeline from scratch.

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Forms

Building Your First Form

Use the drag-and-drop form builder to create surveys, registration forms, and feedback forms.

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Mail Engine

Launching Your First Email Campaign

Design, segment, and send your first email campaign with real-time analytics tracking.

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Booking

Configuring Online Booking

Set up your availability, service types, and automated reminders for online appointment booking.

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Social Engine

Scheduling Social Media Posts

Connect your social accounts, plan your content calendar, and schedule posts in bulk.

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Analytics

Reading Your Analytics Dashboard

Understand your key metrics, set up custom reports, and track performance across all apps.

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Developers

Integrating with the Vergefy API

Authenticate with the API, make your first request, and explore the full API reference.

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Are you ready for next-gen ERP?

Join thousands of teams already using Vergefy to manage their operations, marketing, and sales — all in one modern platform.

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