Getting Started
Beginner
Featured
Getting Started with Titan CRM: Complete Setup Guide
Learn how to set up your Titan CRM account, configure basic settings, and start managing your contacts and deals effectively.
5 min read
2,847
156
Read Article
How can we help you?
Search our knowledge base or get in touch with our support team
Knowledge Base
Browse our comprehensive guides and tutorials
Live Chat
Chat with our support team in real-time
Phone Support
Call us for immediate assistance
Browse Help Categories
Find answers to your questions organized by topic. Each category contains detailed guides and tutorials.
12
articles
Getting Started
Learn the basics and set up your CRM
Account setup
First steps
Basic configuration
+1 more topics
18
articles
Contact Management
Organize and manage your customer data
Adding contacts
Import/export
Contact segmentation
+1 more topics
15
articles
Sales Pipeline
Track deals and manage your sales process
Pipeline setup
Deal management
Sales forecasting
+1 more topics
10
articles
Communication
Email integration and communication tools
Email setup
Templates
Call logging
+1 more topics
14
articles
Automation
Streamline workflows and save time
Workflow builder
Email automation
Task automation
+1 more topics
11
articles
Reports & Analytics
Generate insights from your data
Dashboard setup
Custom reports
Data export
+1 more topics
8
articles
Integrations
Connect with third-party applications
API documentation
Third-party apps
Webhooks
+1 more topics
7
articles
Security & Privacy
Keep your data safe and compliant
Security features
Data privacy
Compliance
+1 more topics
9
articles
Account Settings
Manage your account and preferences
Profile settings
Team management
Billing
+1 more topics
6
articles
Billing & Pricing
Subscription and payment information
Subscription plans
Payment methods
Invoices
+1 more topics
5
articles
Mobile App
Use Titan CRM on your mobile device
App installation
Mobile features
Sync settings
+1 more topics
13
articles
Troubleshooting
Common issues and solutions
Common problems
Error messages
Performance issues
+1 more topics
Can't find what you're looking for?
Popular Help Articles
Most viewed and helpful articles from our knowledge base
Updated 2 days ago
Integrations
Intermediate
Featured
How to Import Contacts from Salesforce
Step-by-step guide to migrate your existing contacts, deals, and data from Salesforce to Titan CRM without losing any information.
8 min read
1,923
89
Read Article
Automation
Advanced
Setting Up Email Automation Workflows
Create powerful email sequences that nurture leads automatically and increase your conversion rates with smart triggers.
12 min read
1,654
134
Read Article
User Management
Intermediate
Managing Team Permissions and Roles
Configure user roles, set permissions, and manage team access to ensure data security while maintaining productivity.
6 min read
1,432
67
Read Article
Customization
Intermediate
Creating Custom Fields and Properties
Customize your CRM to match your business needs by adding custom fields, properties, and data validation rules.
10 min read
1,287
98
Read Article
Development
Advanced
API Integration Best Practices
Learn how to integrate Titan CRM with your existing tools using our REST API, webhooks, and authentication methods.
15 min read
956
78
Read Article
1
150+
Total Articles
2
25K+
Monthly Views
3
4.8/5
Average Rating
4
< 2hrs
Response Time
Contact Support
Our support team is here to help you succeed. Choose your preferred contact method below.
Choose Your Support Channel
Recommended
Live Chat
Get instant help from our support team
24/7
< 2 minutes
Phone Support
Speak directly with a support specialist
Mon-Fri 9AM-6PM EST
Immediate
Email Support
Send detailed questions and get comprehensive answers
24/7
< 4 hours
Support Statistics
< 2hrs
Avg Response
98%
Resolution Rate
4.9/5
Satisfaction
Submit a Support Ticket
Enterprise Support
Need dedicated support? Our Enterprise plan includes priority support, dedicated account management, and custom SLAs.