# erxes > erxes unifies frontline operations, revenue, and teams on one AI-native platform. 100+ modules. One source of truth. Built for operators who refuse tool sprawl. erxes is an open-source (AGPLv3) business platform that can be self-hosted or used in the cloud. Trusted by 25,000+ organizations. Every page below has a markdown version; https://erxes.io/llms-full.txt has the full documentation and guides. ## Products and pricing - [Marketplace](https://erxes.io/products.md): erxes products with their bundles, plugins and services, at one monthly price per bundle. - [erxes | Everything](https://erxes.io/products/erxes-everything.md): Four products run on one graph. A conversation in Frontline carries CRM context from Sales. A deal in Sales spawns tasks in Operation. Core holds the contacts, segments, and automations underneath all of it. Zero handoffs, zero duplicate sources of truth, zero integration tax. - [erxes | Business School](https://erxes.io/products/erxes-business-school.md) - [erxes | Mongolia LLC](https://erxes.io/products/erxes-product.md): Buy erxes through our official Mongolian entity. Contracts, invoices, and support stay local, in Mongolian. - [erxes | MTO](https://erxes.io/products/erxes-test.md): Connect tourism organizations and industry stakeholders through member directories, information, training, and events. - [erxes | Mushop.mn](https://erxes.io/products/erxes-mushop-mn.md): Bring small and medium businesses together through membership, community buying and selling, and learning. - [erxes | BTK.mn](https://erxes.io/products/erxes-btk-mn.md) - [erxes | Block.mn](https://erxes.io/products/erxes-block-mn.md): Block бол хөгжүүлэгч, нийлүүлэгч, агентлагуудад зориулсан платформ. Төсөл, нөөц, борлуулалт, харилцагчаа нэг системд удирд. Барьж байгуулахаас худалдаалах хүртэл бүх зүйл нэг дор. - [erxes | Onefit.mn](https://erxes.io/products/erxes-onefit-mn.md): Бидэнтэй нэгд, олон төрлийн фитнес, спортоос дуртайгаа сонго – амьдралаа сэргээ, доргио. - [Plugins](https://erxes.io/plugins.md): Enable free tools, choose a paid tier, or get several plugins together in a product bundle. - [Sales](https://erxes.io/plugins/sales.md): Sales runs your pipelines, deals, quotes, and orders in one place. Track, close, get paid - all in one view. Replace HubSpot, Pipedrive, Salesforce, and more. - [Frontline](https://erxes.io/plugins/frontline.md): Frontline powers your customer-facing teams in one place. Conversations, tickets, tasks - all seamless. Replace Intercom, Zendesk, Freshdesk, and more. - [Operation](https://erxes.io/plugins/operation.md): Operation runs your projects, milestones, cycles, and tasks in one place. Plan, ship, and review - all in one view. Replace Linear, Jira, ClickUp, and more. - [Content](https://erxes.io/plugins/content.md): Content runs your headless CMS and web builder in one place. Write, translate, publish - all in one view. Replace WordPress, Contentful, Webflow, and more. - [Loyalty](https://erxes.io/plugins/loyalty.md): Loyalty runs your points, vouchers, coupons, and campaigns in one place. Reward, retain, grow, all in one view. Replace Smile.io, Yotpo, LoyaltyLion, and more. - [Payment](https://erxes.io/plugins/payment.md): Payment runs your invoices, payment methods, and corporate gateways in one place. Accept, track, reconcile, all in one view. Free for every workspace. - [Accounting](https://erxes.io/plugins/accounting.md): Accounting runs your ledger, inventory, and fixed assets in one place. Record, reconcile, close, all in one view. Replace QuickBooks, Xero, and more. - [Mongolian](https://erxes.io/plugins/mongolian.md): Mongolian runs your e-Barimt receipts, exchange rates, and ERP sync in one place. Issue, sync, comply, all in one view. Built for businesses in Mongolia. - [Insurance](https://erxes.io/plugins/insurance.md): Insurance runs your policies, products, risks, and vendors in one place. Issue, track, partner, all in one view. - [Tourism](https://erxes.io/plugins/tourism.md): Tourism runs your hotels, tours, and bookings in one place. List, book, host, all in one view. Replace Cloudbeds, Mews, Rezdy, and more. - [Company Brain](https://erxes.io/plugins/agent.md): Open-source AI agents that work on your erxes data, on your own model key. - [erxes Assistant](https://erxes.io/plugins/erxes-agent.md): AI Assistant works inside your conversations, deals, and tasks in one place. Triage, update, follow up - all on your own data. Replace Intercom Fin, Zapier, and standalone copilots. - [Services](https://erxes.io/services.md): Expert help from the erxes team: subscribe to a service, or find it included in a bundle. - [Intermediate Support](https://erxes.io/services/intermediatesupport.md): Access timely support with our intermediate care package - [Advanced Support](https://erxes.io/services/advancedsupport.md): Gain access to 24/7 Phone Support for immediate responses - [Premium support](https://erxes.io/services/premiumsupport.md): Experience top-tier care with our Premium Support for unparalleled service - [Pricing](https://erxes.io/pricing.md): Start for free, then add plugin tiers, services and bundles as your team grows. - [erxes | Everything pricing](https://erxes.io/pricing/erxes-everything.md): Four products run on one graph. A conversation in Frontline carries CRM context from Sales. A deal in Sales spawns tasks in Operation. Core holds the contacts, segments, and automations underneath all of it. Zero handoffs, zero duplicate sources of truth, zero integration tax. - [erxes | Business School pricing](https://erxes.io/pricing/erxes-business-school.md) - [erxes | Mongolia LLC pricing](https://erxes.io/pricing/erxes-product.md): Buy erxes through our official Mongolian entity. Contracts, invoices, and support stay local, in Mongolian. - [erxes | MTO pricing](https://erxes.io/pricing/erxes-test.md): Connect tourism organizations and industry stakeholders through member directories, information, training, and events. - [erxes | Mushop.mn pricing](https://erxes.io/pricing/erxes-mushop-mn.md): Bring small and medium businesses together through membership, community buying and selling, and learning. - [erxes | BTK.mn pricing](https://erxes.io/pricing/erxes-btk-mn.md) - [erxes | Block.mn pricing](https://erxes.io/pricing/erxes-block-mn.md): Block бол хөгжүүлэгч, нийлүүлэгч, агентлагуудад зориулсан платформ. Төсөл, нөөц, борлуулалт, харилцагчаа нэг системд удирд. Барьж байгуулахаас худалдаалах хүртэл бүх зүйл нэг дор. - [erxes | Onefit.mn pricing](https://erxes.io/pricing/erxes-onefit-mn.md): Бидэнтэй нэгд, олон төрлийн фитнес, спортоос дуртайгаа сонго – амьдралаа сэргээ, доргио. ## Documentation - [Introduction](https://erxes.io/docs/introduction.md): What erxes is, how the platform fits together, and where to start - [Local Setup](https://erxes.io/docs/local-setup.md): Run the backend, gateway, and Core UI from source with MongoDB and Redis - [Repository Structure](https://erxes.io/docs/repository-structure.md): Map backend, frontend, plugins, and apps in erxes/erxes - [Architecture](https://erxes.io/docs/architecture-overview.md): How the gateway, services, frontend host, and shared libraries fit together - [Backend & API Gateway](https://erxes.io/docs/architecture-backend-gateway.md): Core API, plugin APIs, and federated gateway composition - [Frontend & Plugin Loading](https://erxes.io/docs/architecture-frontend.md): Core UI host and Module Federation remotes - [Shared Libraries](https://erxes.io/docs/architecture-shared-libraries.md): Reuse erxes-api-shared, erxes-ui, and ui-modules - [Background Services](https://erxes.io/docs/architecture-background-services.md): Automations and logs workers with BullMQ and Redis - [Deploy & Operate](https://erxes.io/docs/operations-overview.md): Deployment, configuration, migrations, upgrades, and troubleshooting for self-hosted erxes - [Deployment](https://erxes.io/docs/self-hosting.md): Deploy erxes on your own server with Docker Compose: requirements, images, and first run - [Configuration](https://erxes.io/docs/self-hosting-configuration.md): Environment variables behind the deployment template - [Database Migrations](https://erxes.io/docs/self-hosting-migrations.md): Back up and migrate MongoDB across versions - [Upgrades](https://erxes.io/docs/self-hosting-upgrades.md): Choose compatible images and roll back safely - [Logs & Troubleshooting](https://erxes.io/docs/self-hosting-troubleshooting.md): Diagnose health, composition, and plugin loading - [Core Platform](https://erxes.io/docs/core-overview.md): Shared records, permissions, automations, and data exchange every plugin builds on - [Organizations, Users & Permissions](https://erxes.io/docs/core-organizations-users.md): Tenants, team members, structure, and RBAC - [Contacts](https://erxes.io/docs/core-contacts.md): Customers and companies with tags and segments - [Products](https://erxes.io/docs/core-products.md): Catalog, categories, units, and pricing helpers - [Properties, Tags & Segments](https://erxes.io/docs/core-properties-tags-segments.md): Custom fields, labels, and dynamic audiences - [Documents](https://erxes.io/docs/core-forms-documents.md): Reusable document templates with placeholders, print and barcode rendering - [Automations & Approvals](https://erxes.io/docs/core-automations-approvals.md): Workflows, executions, and approval locks - [Broadcasts & Notifications](https://erxes.io/docs/core-broadcast-notifications.md): Campaigns and in-app plus email notifications - [Email Delivery](https://erxes.io/docs/api-email.md): Transactional email transports, templates, and the Cloudflare mail worker - [Import & Export](https://erxes.io/docs/core-import-export.md): Bulk-load and extract records - [Build Plugins](https://erxes.io/docs/plugin-development-overview.md): Extend erxes with backend services and frontend remotes - [Create a Plugin](https://erxes.io/docs/create-plugin.md): Learn how to create an erxes plugin from scratch - [Standalone Plugins](https://erxes.io/docs/create-plugin-standalone.md): Develop a plugin in its own repository with create-erxes-plugin - [Backend Plugins](https://erxes.io/docs/plugin-backend.md): Tenant-aware API services with gateway registration - [Frontend Plugins](https://erxes.io/docs/plugin-frontend.md): Remotes loaded by Core UI - [GraphQL & tRPC](https://erxes.io/docs/plugin-graphql-trpc.md): Federated operations and service procedures - [Shared UI Components](https://erxes.io/docs/plugin-ui-components.md): Reuse erxes-ui and ui-modules - [Plugin Metadata & Extensions](https://erxes.io/docs/plugin-metadata-extensions.md): Permissions and cross-module hooks - [Workers & Background Jobs](https://erxes.io/docs/plugin-workers.md): BullMQ queues and delivery state - [API & Integrations](https://erxes.io/docs/api-overview.md): Authenticate, query the federated GraphQL API, and connect external systems - [Authentication & Permissions](https://erxes.io/docs/api-authentication.md): Team, portal, app, and agent credentials - [GraphQL API](https://erxes.io/docs/api-graphql.md): Federated endpoint and pagination - [Integration Development](https://erxes.io/docs/api-integration-development.md): External systems via GraphQL, tRPC, and webhooks - [Frontline](https://erxes.io/docs/plugin-frontline.md): Inbox, channel integrations, tickets, forms, surveys, and knowledge base - [Inbox & Channels](https://erxes.io/docs/frontline-inbox-channels.md): Conversations, messages, team and personal channels, and response templates - [Channel Integrations](https://erxes.io/docs/frontline-integrations.md): Facebook, Instagram, mail, Discord, call, and Call Pro runtimes and webhooks - [Tickets](https://erxes.io/docs/frontline-tickets.md): Boards, pipelines, statuses, and conversation-to-ticket conversion - [Forms & Surveys](https://erxes.io/docs/frontline-forms-surveys.md): Form definitions, submissions, lead capture, and in-conversation surveys - [Knowledge Base](https://erxes.io/docs/frontline-knowledge-base.md): Topics, categories, articles, and help center configuration - [Messenger Widget](https://erxes.io/docs/erxes-messenger.md): Embed the Frontline Messenger widget on your website and verify the conversation round trip - [Help Center](https://erxes.io/docs/app-help-center.md): Public knowledge base and ticket flows - [Sales](https://erxes.io/docs/plugin-sales.md): Deals, pipelines, POS, and ecommerce - [Deals & Pipelines](https://erxes.io/docs/sales-deals-pipelines.md): Boards, pipelines, stages, deals, labels, and checklists - [Point of Sale](https://erxes.io/docs/sales-pos.md): POS configuration, orders, sync routes, and the posclient API - [Ecommerce](https://erxes.io/docs/sales-ecommerce.md): Storefront helpers, carts, and order endpoints - [POS Client](https://erxes.io/docs/app-pos-client.md): Offline-capable storefront and posclient API - [Operation](https://erxes.io/docs/plugin-operation.md): Projects, tasks, teams, cycles, and delivery - [Tasks & Statuses](https://erxes.io/docs/operation-tasks.md): Tasks, statuses, activities, notes, and triage - [Projects, Cycles & Milestones](https://erxes.io/docs/operation-projects-cycles.md): Group work into projects, time-box it with cycles, and track milestones - [Teams & Templates](https://erxes.io/docs/operation-teams.md): Team membership, roles, and reusable task templates - [GitHub Integration & Automations](https://erxes.io/docs/operation-github-integration.md): Link repositories and issues, and register operation triggers and actions - [Content](https://erxes.io/docs/content-overview.md): Build websites and site content with the Content plugin: page templates, design, and CMS-powered Next.js apps. - [For Template developers](https://erxes.io/docs/content-template-developers.md): Build and customize storefront templates on the Web Builder boilerplate with UI-only changes. - [Introduction](https://erxes.io/docs/content-plug-template-developers-introduction.md): Start here to learn how to work with the erxes Web Builder boilerplate and the UI-only constraints for template developers. - [Installation](https://erxes.io/docs/content-plug-template-developers-installation.md): Set up your local environment for building composable, data-aware templates in the Web Builder. - [Development Guide](https://erxes.io/docs/content-plug-template-developers-development-guide.md): Rules and workflow for UI-only changes, repo setup, and what you are allowed to edit. - [Template Structure](https://erxes.io/docs/content-plug-template-developers-template-structure.md): How the ecommerce boilerplate is organized so you can update UI without touching core plumbing - [Template Layout](https://erxes.io/docs/content-plug-template-developers-template-layout.md): Understand the global layout (header, footer, theme) for the ecommerce boilerplate so you can adjust UI without touching core logic. - [Template Sections](https://erxes.io/docs/content-plug-template-developers-template-sections.md): Change how existing template sections look without breaking their data bindings - [Template Pages](https://erxes.io/docs/content-plug-template-developers-template-pages.md): The pages in the ecommerce boilerplate and the UI-only rule for changing them - [For UI Designers](https://erxes.io/docs/content-ui-designers.md): Design web templates in Figma and map them to Web Builder sections, layouts, and pages. - [Introduction](https://erxes.io/docs/content-plug-template-designers-introduction.md): How designers create, customize, and hand off web templates from Figma to the Web Builder - [Template Structure](https://erxes.io/docs/content-plug-template-designers-template-structure.md): How components, sections, and pages fit together in a Web Builder template - [Template Layout](https://erxes.io/docs/content-plug-template-designers-template-layout.md): Layout, color, and font options a template exposes to the Web Builder - [Template Sections](https://erxes.io/docs/content-plug-template-designers-template-sections.md): Section types available in the Web Builder and the fields each one exposes - [Template Pages](https://erxes.io/docs/content-plug-template-designers-template-pages.md): Page types the Web Builder supports, grouped by how much editors can change - [For CMS + Next.js developers](https://erxes.io/docs/content-cms-developers.md): Integrate the erxes CMS with Next.js: setup, data queries, rendering, and migration. - [Introduction](https://erxes.io/docs/content-plug-cms-next-developers-introduction.md): How the CMS + Next.js track is organized and what you need before you start - [Setup](https://erxes.io/docs/content-plug-cms-next-developers-setup.md): Set up your development environment for CMS integration with Next.js - [Queries](https://erxes.io/docs/content-plug-cms-next-developers-queries.md): Every CMS GraphQL query and mutation, with arguments and examples - [SSR Fetching](https://erxes.io/docs/content-plug-cms-next-developers-ssr.md): Fetch CMS data on the server in Next.js App Router pages and handle caching safely - [CSR Fetching](https://erxes.io/docs/content-plug-cms-next-developers-csr.md): Fetch CMS data from the browser without exposing administrative credentials - [CMS Migration](https://erxes.io/docs/content-plug-cms-next-developers-cms-migration.md): Move posts, categories, and pages from another CMS into the erxes CMS - [Client Portal](https://erxes.io/docs/app-client-portal.md): Standalone portal backed by portal tokens - [Company Brain](https://erxes.io/docs/company-brain-introduction.md): Understand Company Brain and choose between OpenClaw, Hermes, and Postiz. - [Getting started](https://erxes.io/docs/company-brain-getting-started.md): Set up your first assistant or social workspace and invite your team. - [OpenClaw Assistant](https://erxes.io/docs/company-brain-openclaw.md): Create an OpenClaw assistant, connect a provider, and manage its runtime. - [Hermes Agent](https://erxes.io/docs/company-brain-hermes.md): Provision an isolated Hermes runtime and connect chat, tools, and Discord. - [Social / Postiz](https://erxes.io/docs/company-brain-postiz.md): Connect a social workspace, manage access, and prepare content for publishing. - [How it works](https://erxes.io/docs/company-brain-architecture.md): Explore plugin boundaries, provisioning, tenant isolation, and integration contracts. - [Setup and Kubernetes](https://erxes.io/docs/company-brain-setup.md): Configure the plugin, deployers, Kubernetes runtimes, and Postiz installation. - [Access and troubleshooting](https://erxes.io/docs/company-brain-troubleshooting.md): Resolve provisioning, provider, quota, Discord, and Postiz access problems. - [Contributing](https://erxes.io/docs/contribute.md): Ways to contribute to erxes: code, docs, issues, security reports, and licensing notes - [Contribute to codebase](https://erxes.io/docs/contribute-codebase.md): Fork, branch, validate with Nx, and open a pull request against erxes/erxes - [Code Standards](https://erxes.io/docs/contribute-standards.md): Boundaries, types, and UI rules - [Testing](https://erxes.io/docs/contribute-testing.md): Project targets and manual flows - [Releases](https://erxes.io/docs/contribute-releases.md): Versions and image promotion ## Blog - [Blog](https://erxes.io/blog.md): Product news, customer stories and how we build erxes in the open. - [Why I Chose erxes](https://erxes.io/blog/why-i-chose-erxes.md): I was looking for more than a new job. I was looking for a place where I could learn, contribute, and grow. - [Boost Your Business with erxes XOS: A Comprehensive Solution for Streamlined Operations (Yoshinoya Mongolia)](https://erxes.io/blog/yoshinoya.md): Franchising has become an increasingly popular business model in recent years as it offers the opportunity for businesses to expand their brand by partnering with local companies.… - [Our product roadmap is now public](https://erxes.io/blog/erxes-roadmap-2025.md): We’ve made our product roadmap visible on erxes.io — so you can see where we’re focused, what’s coming next, and how we’re evolving. - [Our journey to a better product experience](https://erxes.io/blog/erxes-ui-ux-design-document-2025.md): We have been redesigned from the ground up — cleaner UI, faster performance, and a consistent experience across every feature. - [Changing the license to AGPLv3 with the Enterprise Edition](https://erxes.io/blog/erxeslicense.md): Since its initiation, erxes has used an open-source license to ensure marketing technology is accessible for companies at any level, especially the ones in their early stages and… - [Product Update | April](https://erxes.io/blog/product-update-april.md): Bug Fixes & Improvements🐞 Inbox Now available to create two cards from a single conversation When email is connected through IMAP mail activity log is now visible on customer his… - [Investor Update | April](https://erxes.io/blog/investor-update-april.md): We are pleased to present the April activity report of erxes Inc. for your review. ONE: erxes Mongolia 1.Building with a lease Erxes offers a cutting-edge online personal leasing… - [Product Update | May](https://erxes.io/blog/product-update-may.md): We are excited to announce the latest product update for the month of May. Our team has been hard at work to address reported issues, refine existing features, and optimize the ov… - [erxes Release 1.3.0 | Bug fixes, Enhancements and New features](https://erxes.io/blog/erxes-release-1-3-0.md): Erxes 1.3.0 has recently been launched, packed with a multitude of bug fixes, improvements, and new features. Major Bug Fixes Cards Resolved an issue concerning the conversation c… - [A New Chapter Unfolds: Introducing Nauren Batjargal as the new CEO of erxes](https://erxes.io/blog/nauren-batjargal.md): Dear erxes Family, I trust this message finds each of you well and in high spirits. Today marks an exciting moment for erxes Inc. I’m thrilled to share that I am stepping into the… - [To be a place where everyone can create unique and life-changing experiences for the better](https://erxes.io/blog/life-changing-experiences.md): In our fast-paced world, where time seems to slip through our fingers like sand, it’s easy to overlook the significance of the small moments that shape our daily lives. It’s often… - [The Transparency Dilemma: How Openness Fuels Success](https://erxes.io/blog/the-transparency-dilemma.md): Imagine a bottle filled with water reveals any cracks or holes, transparency exposes weaknesses and areas for improvement within a business. Transparency is not just a buzzword; T… - [XM for Frontline: Building a Successful Business with Effective Communication](https://erxes.io/blog/xm-for-frontline.md): Achieving business success relies on building meaningful relationships. Regardless of your product’s quality, the atmosphere of your store, or the expertise of your team, one esse… - [erxes soars with Cloudflare Workers Launchpad Cohort #3!](https://erxes.io/blog/erxes-soars-with-cloudflare-workers-launchpad-cohort3.md): We couldn’t wait to share this amazing news with you guys, the erxes has been selected as one of 29 startups for Cloudflare’s prestigious Workers Launchpad program! This marks a s… - [erxes Product roadmap Q1, Q2 of 2024: Exciting enhancements coming your way](https://erxes.io/blog/product-roadmap-q1-2024.md): We’re delighted to share our product roadmap, and what we were up to and outline the exciting features and integrations we’re working on to make erxes an even more powerful platfo… - [Day 5: Pitching at Workers Launchpad](https://erxes.io/blog/workers-launchpad.md): Read about our pitch at the Workers Launchpad and the exciting opportunities it brings. - [Day 4: Demo video to go through Call Solution with Jambaa](https://erxes.io/blog/day4-call.md): Join our webinar as we demonstrate voice Call Solution in action with our Jambaa. Don’t miss this exclusive look! - [Day 4: In-Depth Look at Voice Call Solution](https://erxes.io/blog/day4-erxes.md): Explore our comprehensive insight into the new Call Plugin and how it enhances communication. (Including Insight plugin and all related plugins) - [Day 3: Introduction of erxes Business Messenger v2.0](https://erxes.io/blog/day3-erxes.md): Discover one of the most impactful features of erxes v2.0—Messenger 2.0, which is live on Product Hunt. This powerful tool can be integrated into your website, software, or mobile… - [Day 2: erxes.io, Marketplace, Understanding Our Business Model](https://erxes.io/blog/day2-erxes.md): Understanding Our Business Model: SaaS and Self-Hosted Versions of erxes At erxes, we offer two primary deployment options for our Experience Operating System (XOS): the SaaS vers… - [Day 1: Demo video on logging into erxes XOS v2.0, and Global profile](https://erxes.io/blog/erxes-global-profile.md): Welcome to erxes XOS v2.0! We’re excited to guide you through the process of logging in and managing your global profile. Follow these steps to get started and make the most of ou… - [Day 1: erxes XOS v2.0](https://erxes.io/blog/erxes-xos-v2-0.md): We’re launching erxes XOS v2.0 and will share the full insight blog post here. Stay tuned. Introducing erxes XOS V2 At erxes Inc., we’ve always strived to be more than a typical o… - [October Product Update](https://erxes.io/blog/october-product-update.md): Welcome to the October update for Erxes SaaS! This month, our team has been focused on optimizing performance, adding new plugins, and addressing user-reported bugs. Here’s a brea… - [November Product Update](https://erxes.io/blog/november-product-update.md): Welcome to the November update for Erxes SaaS! This month, our team has been focused on optimizing performance, adding new plugins, and addressing user-reported bugs. Last month,… - [How this SaaS company uses erxes to help twice as many customers](https://erxes.io/blog/erkhet.md): Before they started using erxes in 2019, Erkhet, an accounting software company, was overburdened by customer support. Now, Erkhet helps twice as many customers in less than half… - [Having Targeted Goals in Open Source with Diana Chen](https://erxes.io/blog/diana-chen.md): Introduction At erxes, we’re dedicated to supporting open source projects grow. We do this in a couple of different ways. First, we help open source projects grow through the use… - [Starting an Open Source Project with No Corporate Backing with Ben Gubler](https://erxes.io/blog/ben-gubler.md): Introduction At Erxes, we’re obsessed with helping open source projects grow. We do this in a couple of different ways. First, we help open source projects grow through the use of… - [Debunking the Myth of a Single Creator with Justin Cappos](https://erxes.io/blog/justin-cappos.md): Today, erxes had the opportunity to chat with Justin Cappos, professor in the Computer Science and Engineering department at New York University. We talked about his involvement i… - [Monetization While Balancing Open and Closed Source Projects with Sanket Sahu](https://erxes.io/blog/sanket-sahu.md): Today, erxes had the opportunity to chat with Sanket Sahu about his involvement in various open and closed source projects. His project NativeBase is currently used by over 37,000… - [Increasing Growth by Building a Community with Norbert Sendetzky](https://erxes.io/blog/norbert-sendetzky.md): As part of the Open Source Growth Guidebook series, Norbert Sendetzky from Aimeos talks about community building and marketing for growth in case of e-commerce and retail open sou… - [Empowering Developer Communities with Open-Source: Perspectives from Jonathan Reimer](https://erxes.io/blog/jonathan-reimer.md): This time we had an opportunity to discover Jonathan Reimer’s experience and perspectives on open source , CEO of the crowd.dev’s experience, which is an open-source suite of comm… - [All Things Open Source and Preparing for a Project Launch with Sandoche Adittane](https://erxes.io/blog/sandoche-adittane.md): We had the opportunity to chat with Sandoche Adittane about his experiences building and promoting both open and closed source projects online. He has a lot of projects under his… - [Cracking the Code: Insights on Open Source from Enkhtuvshin Narmandakh](https://erxes.io/blog/enkhtuvshin-narmandakh.md): This time, we had the pleasure of interviewing Enkhtuvshin Narmandakh, one of our most talented and earliest members of the erxes family, who currently holds the position of Senio… - [A Simple, Secure and Powerful Application for One of the Leading Banks in Mongolia](https://erxes.io/blog/golomt-bank.md): Supporting the institution’s growth objectives by centralizing the CRM system with an all-in-one growth marketing tool. - [Creating a Holistic Solution for Mongolia’s Largest Conglomerate](https://erxes.io/blog/tavan-bogd.md): With its companies operating separately, this conglomerate was missing opportunities for growth. Learn how they fostered business synergies and a customer centric approach with th… - [A Journey into Open Source Development: Insights from a Software Engineer at Jina AI, Delgermurun Purevkhuu](https://erxes.io/blog/delgermurun-purevkhuu.md): We had the opportunity to interview Delgermurun Purevkhuu, who was formerly erxes family member, to discuss his involvement and experiences in the open-source industry. Currently,… - [Unleashing Innovation: An Inside Look into Open Source with Boldkhuu Batbaatar](https://erxes.io/blog/boldkhuu-batbaatar.md): Today, we had the pleasure of interviewing Boldkhuu Batbaatar, a former member of the erxes family, about his experiences and involvement in the open source industry. Currently, s… - [Security Breach on Test Server Database: An Update and Apology](https://erxes.io/blog/security-breach-on-test-server-database-an-update-and-ap.md): Hello everyone, We wanted to inform you about a security breach that occurred on our TEST server database. While this test server database was not a live or production (SaaS or En… - [Erxes v0.9.17 release information](https://erxes.io/blog/erxes-v0-9-17-release-information.md): Deal, ticket, task & pipelines can now be watched closely. With this, user can get email notifications about changes in deals, tickets & pipelines that are being watched. - [Erxes v0.10.0 release information](https://erxes.io/blog/erxes-v0-10-0-release-information.md): Engage messages sent from customer detail page now shows preview of the message. loadPermission command has been added to load initial user groups & related permissions. User perm… - [Erxes v0.10.1 release information](https://erxes.io/blog/erxes-v0-10-1-release-information.md): Auto-saving of deals, tickets & tasks. Sometimes forget to click save when making changes in deals, tasks & tickets and close the window, and then do it over? Now such is not nece… - [Erxes v0.11.0 release information](https://erxes.io/blog/erxes-v0-11-0-release-information.md): Release Date: Nov. 1 2019 Erxes 0.11.0 release contains many new features and optimizations. Major new features of the 0.11.0 series, compared to release v0.10.1 The Growth-hackin… - [Erxes v0.11.2 release information](https://erxes.io/blog/erxes-v0-11-2-release-information.md): Release Date: Dec. 15 2019 Erxes 0.11.2 release contains many new features, resolved issues and improvements. Major features of the 0.11.2 series, compared to release v0.11.1. Wha… - [Erxes v0.11.1 release information](https://erxes.io/blog/erxes-v0-11-1-release-information.md): Release Date: Dec. 15 2019 Erxes 0.11.1 release contains many new features, resolved issues and improvements. Major features of the 0.11.1 series, compared to release v0.11.0. Wha… - [Erxes v0.12.0 release information](https://erxes.io/blog/erxes-v0-12-0-release-information.md): Release Date: Jan. 08 2020 Erxes 0.12.0 release contains the number of new features, resolved issues and improvements. Therefore, the breaking changes has done in this release. Ma… - [Refocusing the Customer Journey with erxes](https://erxes.io/blog/refocusing-the-customer-journey-with-erxes.md): Elevating the customer journey by effectively managing data, customer support, marketing, and sales team with a single tool – erxes. - [Launch erxes from the AWS Marketplace](https://erxes.io/blog/launch-erxes-from-the-aws-marketplace.md): With our launch on AWS Marketplace, we hope it makes it easy for AWS customers to deploy our growth marketing solution in a matter of minutes. - [Install erxes with a 1-Click App on Heroku](https://erxes.io/blog/install-erxes-with-a-1-click-app-on-heroku.md): Create a seamless developer experience and deploy erxes on Heroku with a single click. Find out how you can deploy erxes on Heroku in less than 60 seconds. - [Interview with Buyantogtokh, full-stack developer at erxes](https://erxes.io/blog/interview-with-buyantogtokh-full-stack-developer-at-erxe.md): Today we interviewed one of our developers Buyantogtokh for our newly added Employee Blog section. He has been with us since 2015 and we sat down with him to discuss what it’s lik… - [Deploy erxes with DigitalOcean′s Droplet](https://erxes.io/blog/deploy-erxes-with-digitalocean-s-droplet.md): We have launched an erxes Droplet on the DigitalOcean Marketplace. This 1-Click App will allow developers to deploy erxes with the click of a button and help organizations enjoy t… - [Erxes version 0.13.0 Release Notes](https://erxes.io/blog/erxes-version-0-13-0-release-notes.md): Release Date: March. 17 2020 Welcome to the March 2020 release of Erxes. The number of updates and new features are highlighted in this version. Therefore, the breaking change has… - [Zendesk Sunshine on erxes](https://erxes.io/blog/zendesk-sunshine-on-erxes.md): Connect your customer channels to erxes with Zendesk Sunshine (formerly known as smooch) to create an interactive and unified messaging experience from anywhere. - [Do you value the open exchange of information?](https://erxes.io/blog/do-you-value-the-open-exchange-of-information.md): With many benefits to the organizations that use it, open source software relies on its community of contributors. We value this spirit of collaboration among erxes users and are… - [Segment and nurture your customer relationships with erxes](https://erxes.io/blog/segment-and-nurture-your-customer-relationships-with-erx.md): Now you can build deeper and more sustained relationships with your customers through our newly updated Segments feature. Send relevant content and offers to the right customers a… - [3 customer segmentation best practices](https://erxes.io/blog/3-customer-segmentation-best-practices.md): Here is a quick recap on some of the customer segmentation methods. It can help your business better define its ideal customers, identify the segments that those customers belong… - [Introducing Two-Way SMS](https://erxes.io/blog/introducing-two-way-sms.md): Power your next engagement with our brand new SMS feature! It allows you to carry on a conversation by both sending and receiving instant text messages. Domestic two-way texting i… - [erxes is now free for teams of up to 10 people! 🎉](https://erxes.io/blog/erxes-is-now-free-for-teams-of-up-to-10-people.md): Announcing our new pricing plans! This new plan will provide you plenty of opportunities to experience the full potential of erxes. Only pay per upgrade you actually need, startin… - [erxes wins Premium Usability and Rising Star awards](https://erxes.io/blog/erxes-wins-premium-usability-and-rising-star-awards.md): We were reviewed by FinancesOnline.com, a platform that lets you find the best B2B & SaaS solutions, and we are excited to share the review with you. - [Product Update | Aug and Sep 2020](https://erxes.io/blog/product-update-aug-and-sep-2020.md): It has been a busy summer for us and we’re excited to present to you the product updates for Aug-Sep 2020! The highlights are two-way text messaging, built-in voice/video calling… - [Introducing Mo, our new Customer Success Associate](https://erxes.io/blog/introducing-mo-our-new-customer-success-associate.md): This week we have a new team member joining us at erxes Ulaanbaatar office! Her name is Munkhkhishig, “Mo” for short, and she is our new Customer Success Associate. - [Use your company branding on erxes](https://erxes.io/blog/use-your-company-branding-on-erxes.md): We’re excited to offer our customers individual white-label feature! Use your own custom domain and branding for erxes. - [Introducing Botpress chatbot on erxes messenger](https://erxes.io/blog/introducing-botpress-chatbot-on-erxes-messenger.md): We’re introducing the Botpress chatbot that works with erxes messenger! Botpress is a low-code open-source platform that enables you to build AI chatbots without coding skills. - [Investing in erxes](https://erxes.io/blog/investing-in-erxes.md): erxes is now the first open-source growth marketing software to launch a continuous securities offering (CSO)! CSO allows us to share our financial success not just with industry… - [erxes announces Continuous Securities Offering](https://erxes.io/blog/erxes-announces-continuous-securities-offering.md): erxes Inc., the company behind erxes, announces its continuous securities offering (CSO) at a price of $1.83 per $ERXS. - [Putting our community at the heart of company growth](https://erxes.io/blog/putting-our-community-at-the-heart-of-company-growth.md): Today, we achieved an exciting milestone for the entire erxes community. Our company equity, ERXS, is now accessible on our website as a Continuous Securities Offering (CSO). - [Product Update | Oct and Nov 2020](https://erxes.io/blog/product-update-oct-and-nov-2020.md): In this product update we’re introducing the Global Profile, Webhook and two new beta features Dashboard and Calendar. Also, we’ve made improvement throughout the platform. - [Response to the recent incident](https://erxes.io/blog/response-to-the-recent-incident.md): On Friday Dec 4 we had a series of unfortunate events. For full transparency, we’re covering the full incident in this blog post, including what went wrong and what measure we’ve… - [Holiday Playlist 2020: curated by the erxes community](https://erxes.io/blog/holiday-playlist-2020-curated-by-the-erxes-community.md): This holiday season we’ve asked the erxes community to curate a holiday playlist that represents the past, present and the future. Here is the list of songs you’ve suggested! - [Product Update | Feb 2021](https://erxes.io/blog/product-update-feb-2021.md): The highly requested Search feature is live now, along with other improvements in Tags, Segments, Campaign, and many more. - [Inspiring Women in Tech](https://erxes.io/blog/inspiring-women-in-tech.md): March 8 of every year is observed as International Women’s Day (IWD) to celebrate women for their immense contribution towards national development and raise awareness on the need… - [How Coghlan converts more leads with erxes](https://erxes.io/blog/how-coghlan-converts-more-leads-with-erxes.md): When Kristin Austin joined Coghlan as the Chief Sales & Marketing Officer, she convinced the team to choose erxes. With erxes, they are now winning more new businesses than ever a… - [Product Update | Mar 2021](https://erxes.io/blog/product-update-mar-2021.md): With this product update, we are introducing many new improvements, such as Form Logic, Card Properties and Segments, Widget Simulation, and many more. - [Prioritize your tasks and achieve a 25% increase in productivity](https://erxes.io/blog/prioritize-your-tasks-and-achieve-a-25-increase-in-produ.md): With the ever-growing to-do list and higher expectations, deciding what deserves your attention can be quite challenging. With erxes Task Management, you can track your team to-do… - [Five ways to create a positive customer experience](https://erxes.io/blog/five-ways-to-create-a-positive-customer-experience.md): Research has shown that one in three customers would stop using a previously liked brand after just one bad experience with them. Here we have compiled five ways to gain loyal cus… - [Product Update | Dec and Jan 2021](https://erxes.io/blog/product-update-dec-and-jan-2021.md): We’ve had some great new updates and improvements these past few months. Customers can now download the app for iOS or android and manage their businesses on the go! - [Product Update | Apr 2021](https://erxes.io/blog/product-update-apr-2021.md): The highlights from the April sprints are the newly added Card and Company segment options in the Campaign, SMS Deliveries feature, and other minor improvements throughout erxes.… - [Interview with erxes COO and co-founder Nauren](https://erxes.io/blog/interview-with-erxes-coo-and-co-founder-nauren.md): erxes co-founder and COO Nauren gave an interview during the Startup Week Ulaanbaatar 2021, part of the Startup Grind Mongolia. During the interview she talks about the erxes busi… - [One thing this angel investor looks for in a startup](https://erxes.io/blog/one-thing-this-angel-investor-looks-for-in-a-startup.md): We had the opportunity to interview one of our first angel investors – Otgonbat S., who is the director of Ottegen Holdings and one of the biggest angel investors in the Mongolian… - [Common customer experience mistakes to avoid](https://erxes.io/blog/common-customer-experience-mistakes-to-avoid.md): By familiarizing yourself with these common customer experience mistakes, you can optimize your customers’ experience. - [How to improve omnichannel user experience](https://erxes.io/blog/how-to-improve-omnichannel-user-experience.md): Customer-centric businesses use omnichannel marketing tools to encourage effective operations. Here we have compiled five ways to improve omnichannel user experience. - [Top 3 important communication channels for customers](https://erxes.io/blog/top-3-important-communication-channels-for-customers.md): How to use campaigns to create an effective flow of information and facilitate customer service - [Agile Project Management with erxes](https://erxes.io/blog/agile-project-management-with-erxes.md): From the start of human civilization, we depended on completing various projects to advance our life. Our ancestors’ first significant project was hunting and gathering. Next was… - [Product Update | June 2021](https://erxes.io/blog/product-update-june-2021.md): With this product update, we are introducing improvements to Dashboard, Incoming Webhook, and mobile apps. Now you can create charts for turnaround and first response rates with t… - [Product Update | July 2021](https://erxes.io/blog/product-update-july-2021.md): New navigation, who dis? 👀 As part of our UX improvement project, we overhauled the sidebar menu and the Settings page navigation. Also, we updated our Transifex project, the pub… - [Product Update | Aug 2021](https://erxes.io/blog/product-update-aug-2021.md): Performance Of all the actions performed, 98.53% were performed under 1 second. The longest duration of action performance was 2 m 9 sec. If you wish to see the technical release… - [Product Update | Sep 2021](https://erxes.io/blog/product-update-sep-2021.md): Send erxes card updates through Outgoing Webhook, remove contacts with Incoming Webhook, easily update property type and options, and many more with this product update - [Product Update | Oct 2021](https://erxes.io/blog/product-update-oct-2021.md): Build even more targeted segments with the new builder, filter items before exporting them, know the pulse of your team by viewing your pipeline’s activity only, and many more! - [Product Update | Nov 2021](https://erxes.io/blog/product-update-nov-2021.md): Automate your actions with the automation feature - [Product Update | Dec 2021](https://erxes.io/blog/product-update-dec-2021.md): The erxes platform will be transitioning to our erxes 1.0 update in the coming months. - [We’ve raised $2.7 Million – our heartfelt thanks to our supporters!](https://erxes.io/blog/we-ve-raised-2-7-million-our-heartfelt-thanks-to-our-sup.md): 1. About us erxes aims to improve the coordination between marketing, sales and customer service departments, integrate all social platforms into a single unified system, and furt… - [Why Should We Care about Customer Journey?](https://erxes.io/blog/why-should-we-care-about-customer-journey.md): The era that we’re living in is a definition of competition, hence maintaining a successful business is a real challenge for marketers and business owners. Differentiating ourselv… - [Product Update|Jan and Feb 2022](https://erxes.io/blog/product-update-jan-and-feb-2022.md): Dear customer, we hope you all have a great day! The decision to overhaul the erxes platform was made late last year.We would like to inform you that within months of the decision… - [Investor Update | May](https://erxes.io/blog/investor-update-may.md): Dear Investors, Hope you are doing well, here is a quick update on our operation from our last month at erxes Inc. 1.Global highlights: We launched an experience operating system… - [Product Update | March, April, and May 2022](https://erxes.io/blog/product-update-march-april-and-may-2022.md): Dear customers, hope all is well! With the release of Experience Operating System (XOS), we’ve made a lot of changes that make XOS even easier to use, but also offer more powerful… - [Investor Update | June](https://erxes.io/blog/investor-update-june.md): Dear Investors, Hope you are doing well, here is a quick update from our last month at erxes Inc. ONE: erxes in Mongolia For the first time in Mongolia we announced an internship… - [A story of erxes XOS](https://erxes.io/blog/a-story-of-erxes-xos.md): Five years ago, we started erxes after being frustrated at paying almost +90% of our revenue to the number of tools, including Hubspot & Intercom, as a Digital Marketing Agency ca… - [Investor Update | July](https://erxes.io/blog/investor-update-july.md): Check out erxes Inc’s activity report for last July. ONE: erxes to the world Our team has been working diligently on the Open Source version of erxes, with the aim of expanding it… - [Introducing a plugin-based architecture](https://erxes.io/blog/introducing-a-plugin-based-architecture.md): We started erxes with the mission of making marketing technology accessible for all companies at any stage, including the ones in their early days. Due to marketing being inextric… - [erxes launches XOS v1.0](https://erxes.io/blog/erxes-launches-xos-v1-0.md): We’re delighted to announce our upcoming erxes XOS v1.0 launch at the Product Hunt on 10th Nov. Dec 2021, we made a huge decision that would affect our entire product architecture… - [How can SaaS providers use erxes effectively?](https://erxes.io/blog/how-can-saas-providers-use-erxes-effectively.md): The reason SaaS providers MUST use erxes is Tracked data. erxes can allow you to get data from the logged-in users of your SaaS or app to erxes, where you can use those data for m… - [Using erxes to dominate the local Health and Fitness Industry](https://erxes.io/blog/using-erxes-to-dominate-the-local-health-and-fitness-ind.md): You can use erxes to grow your health or fitness focused business to beat the competition. erxes gives you the ability to control every aspect of your business from sales, marketi… - [Top 10 reasons why should digital marketing agencies need to use open-source Hubspot alternative erxes](https://erxes.io/blog/top-10-reasons-why-should-digital-marketing-agencies-nee.md): Digital marketing agencies often rely on a variety of tools to help them manage and execute their marketing strategies. One tool that has gained popularity in recent years is Hubs… - [Investor Update | August](https://erxes.io/blog/investor-update-august.md): Good day to you! Please have a look at erxes Inc’s activity report for last August. ONE: erxes in Mongolia We are proud to have launched the first-ever internship program in Mongo… - [erxes 1.01 Release: Bug Fixes, Enhancements, and New Features](https://erxes.io/blog/erxes-1-01-release-bug-fixes-enhancements-and-new-featur.md): erxes 1.01 has just been released, and it comes with a host of bug fixes, enhancements, and new features. One of the major bug fixes included in this release is the customFieldsDa… - [New generation of HR solution for not just HR managers, but everyone at your workplace](https://erxes.io/blog/new-generation-of-hr-solution-for-not-just-hr-managers-b.md): A well-functioning HR system is crucial for attracting, retaining and developing the right talent, and aligning employees with company goals and values. Clear communication and ef… - [erxes Mission, Vision and Values](https://erxes.io/blog/erxes-mission-vision-and-values.md): VisionOur vision is to be a place where everyone can create their unique experiences for the better. MissionEssentially, our mission is to create great experiences for +20% of the… - [From avoiding coding to becoming a open-source backend developer with Sarangerel Davaasambuu](https://erxes.io/blog/from-avoiding-coding-to-becoming-a-open-source-backend-d.md): At Erxes, we strongly believe in the power of collaboration and teamwork. We recognize that every team member brings unique skills and perspectives that contribute to our company’… - [The Ultimate Logistics Solution for Freelance Drivers/Shippers and Clients](https://erxes.io/blog/the-ultimate-logistics-solution-for-freelance-drivers-sh.md): Tumen Tech is an innovative logistics platform that connects freelance delivery drivers with clients needing reliable delivery services. It integrates various erxes XOS’ plugins s… - [How Ticket Management Can Boost Customer Support?](https://erxes.io/blog/how-ticket-management-can-boost-customer-support.md): Ticket management is an essential tool for modern tech companies seeking to deliver top-notch customer support while streamlining their operations. By providing users with a conve… - [Combining Passion for Technology and Helping People with Paul](https://erxes.io/blog/combining-passion-for-technology-and-helping-people-with.md): Can you tell us a little about yourself and your background before joining erxes? I come from a country in Africa, and grew up in a household where I learned the importance of tre… - [Why CRM is necessary to run a successful business?](https://erxes.io/blog/why-crm-is-necessary-to-run-a-successful-business.md): Organizations employ Customer Relationship Management (CRM) strategies, processes and technologies to optimize interactions with current and potential clients. Typically focusing… - [Investor Update | September](https://erxes.io/blog/investor-update-september.md): We are excited to share the latest news about our company’s activities from September. ONE: erxes in Mongolia “Digital Erdenet 2022” Last September, Erxes participated in the “Dig… - [Invester Update | October](https://erxes.io/blog/invester-update-october.md): Check out Erxes Inc.’s activity report for last October to get an update on the company’s latest developments and achievements. ONE: Erxes in Mongolia and around the world “Erxes… - [Investor Update | November](https://erxes.io/blog/investor-update-november.md): We would like to update you on the latest news regarding erxes Inc. and its activities last November. ONE: erxes Mongolia and around the World On November 23, erxes Inc. successfu… - [Investor Update | December](https://erxes.io/blog/investor-update-december.md): Stay up-to-date with our 2022 highlights of erxes Inc. ONE: erxes around the world Linode Rise Program erxes selected for the Linode Rise Program – a 12-month program supporting t… - [Investor Update | January](https://erxes.io/blog/investor-update-january.md): We would like to provide you with an update on erxes Inc.’s activities in January. ONE: erxes Shares Firstly, we are thrilled to share that our goal of making technology accessibl… - [Investor Update | February](https://erxes.io/blog/investor-update-february.md): Check out the latest happenings at erxes in February with the following highlights: ONE: Goals and Objectives for 2023 We have updated our vision, mission, and strategy, and set i… - [Product Update | January](https://erxes.io/blog/product-update-january.md): We’re thrilled to announce our recent updates that will make your experience with our platform even better ✨Here’s what’s new: Chat Plugin: We’ve given our Chat Plugin a fresh new… - [Product Update | May 2021](https://erxes.io/blog/product-update-may-2021.md): Introducing Form pages and custom CSS, Attachment preview slider, and Knowledgebase improvements with this product update. - [Product Update | February](https://erxes.io/blog/product-update-february.md): We are excited to share our recent updates that will enhance overall user experience 🌟. Here’s a breakdown of the new features and improvements: Forum: We have introduced a new p… - [Product Update | March](https://erxes.io/blog/product-update-march.md): Timeclock Plugin is placed on SaaS File manager plugins alpha version development completed. It will be uploaded to the marketplace soon. Connection with the Corporate gateway ser… - [Achieving successful Sales Management](https://erxes.io/blog/achieving-successful-sales-management.md): A sales pipeline illustrates a potential customer’s journey through each phase of your sales process, encompassing all opportunities being managed by sales representatives regardl… - [Why Open Source is the way to go?](https://erxes.io/blog/why-open-source-is-the-way-to-go.md): Open source has become increasingly popular among individuals and companies in the field of software development. Over the years, open source software has proven to be a reliable… - [Investor Update | March](https://erxes.io/blog/investor-update-march.md): Warm greetings to you, dear investors of erxes Inc.! Please have a look at the news of the company’s activities for the past month. ONE: erxes Mongolia erxes Partnership program E… - [Elevate Your Marketing Strategy with Campaign Plugin](https://erxes.io/blog/elevate-your-marketing-strategy-with-campaign-plugin.md): To optimize your business success, it’s essential to incorporate marketing campaigns that leverage email and chat platforms. These efforts not only promote a business’s products a… - [From Failure to Success: A Story of erxes](https://erxes.io/blog/from-failure-to-success-a-story-of-erxes.md): At erxes Inc., we believe in using open-source technology and involving the community to build our software. We had some unsuccessful projects before, which taught us that develop… - [Roadmap 2023](https://erxes.io/blog/roadmap-2023.md): We are excited to unveil our highly-anticipated 2023 product roadmap 🤩 Our primary goal for this year is to enhance your experience with erxes by introducing several new plugins… ## Solutions - [Solutions](https://erxes.io/solutions.md): How teams in education, healthcare, support and more run their operations on erxes. - [erxes vs. Front](https://erxes.io/solutions/alternative-to-front.md): Compare erxes Frontline and Front side by side. Omnichannel inbox, transparent pricing, and full data ownership on an open-source XOS. - [Customer Queries](https://erxes.io/solutions/customer-queries.md): Give customers a dedicated portal to submit, track, and resolve requests. erxes keeps every query organized and routed to the right person. - [Customer Support](https://erxes.io/solutions/customer-support.md): Connect with customers on their preferred channels and automate routine support work. erxes helps teams resolve issues faster with less manual effort. - [Marketing](https://erxes.io/solutions/marketing.md): Run campaigns, automate outreach, and keep every customer conversation in one place with erxes. - [Product Management](https://erxes.io/solutions/management.md): Plan roadmaps, run sprints, and turn customer feedback into shipped features. erxes keeps product teams aligned from idea to launch. - [Project Management](https://erxes.io/solutions/project-management.md): Bring tasks, teammates, and tools together on one platform. Plan, prioritize, and deliver projects faster with erxes. - [Technology](https://erxes.io/solutions/technology.md): Customer care, product management, employee engagement, and marketing automation on a single XOS built for tech companies. - [Healthcare](https://erxes.io/solutions/healthcare.md): Unite patient communication, staff coordination, and resource management on one platform built for healthcare teams. - [Education](https://erxes.io/solutions/education.md): One platform for student inquiries, parent updates, and faculty workflows. erxes keeps everyone in education informed in real time. ## Templates - [Templates](https://erxes.io/templates.md): Ready-made forms, flows and pages you can copy into your workspace and adapt. - [Facebook Messenger Bot Automation Template](https://erxes.io/templates/facebook-messenger-bot-automation-template.md): Automate responses on Facebook Messenger and comments with this customizable bot template. - [Comprehensive HR Application Form Template](https://erxes.io/templates/comprehensive-hr-application-form-template.md): Capture detailed applicant information with this 150-question HR form featuring logic-based workflows for streamlined hiring. ## Guides - [Guides](https://erxes.io/guides.md): Step-by-step guides to setting up each erxes plugin, from your first pipeline to automations. - [[Projects]](https://erxes.io/guides/projects_2.md): Operation — Manage Projects, Tasks, and Teams The Operation plugin helps you organize and track your team's work through projects, tasks, and teams. Projects The Projects section… - [Tourism — Complete User Guide](https://erxes.io/guides/tourism-complete-user-guide.md): 1. Tourism Module Overview Path: Frontline → Tourism The Tourism module provides two systems for managing properties and tours: PMS (Property Management System): Manages property… - [[Forms]](https://erxes.io/guides/forms.md): Frontline Forms — Complete User Guide 1. Forms List Page Path: Frontline → Forms What it does The Forms section lets you create, manage, and publish data collection forms. Forms c… - [[Reports]](https://erxes.io/guides/reports.md): Frontline Reports — Complete User Guide 1. Reports Main Page Path: Frontline → Reports What it does The Reports section shows analytics and statistics about your Frontline activit… - [[Brands]](https://erxes.io/guides/brands_2.md): Brands — Filter Conversations by Brand The Brands section lets you organize and filter conversations by the brand they belong to. This is useful when your organization manages mul… - [[Team inbox]](https://erxes.io/guides/team-inbox.md): Team Inbox — Shared Team Channels The Team Inbox contains shared communication channels that your whole team can access. Each channel represents a connected source, such as a supp… - [[My inbox]](https://erxes.io/guides/my-inbox.md): My Inbox — Your Personal Inbox My Inbox contains your private and direct conversations. Under this section, you will find the Personal inbox , which stores messages that are only… - [[Work Queue]](https://erxes.io/guides/work-queue.md): Work Queue — Manage Your Assigned Tasks The Work Queue helps you keep track of conversations that need your attention. It is divided into four main views: Assigned To Me , Mention… - [[My Tasks]](https://erxes.io/guides/my-tasks.md): Operation — Manage Projects, Tasks, and Teams The Operation plugin helps you organize and track your team's work through projects, tasks, and teams. Tasks The Tasks section helps… - [[Tickets]](https://erxes.io/guides/tickets.md): Frontline Tickets — Complete User Guide 1. Tickets List Page Path: Frontline → Team Inbox → Tickets What it does The Tickets page shows all support tickets created in your Frontli… - [[Surveys]](https://erxes.io/guides/surveys.md): Surveys — Create and Manage Customer Feedback Surveys The Surveys section in Frontline lets you create, send, and track feedback surveys. Surveys help you collect customer opinion… - [[POS]](https://erxes.io/guides/pos_3.md): Sales — Manage Deals, Pipelines, and POS Orders The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipe… - [[Sales Pipeline]](https://erxes.io/guides/sales-pipeline_2.md): Sales — Manage Deals, Pipelines, and POS Orders The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipe… - [[Knowledge Base]](https://erxes.io/guides/knowledge-base.md): Knowledge Base — Build Help Articles and Guides The Knowledge Base in Frontline helps you create and organize help articles for your team and customers. Content is structured in t… - [[Inbox]](https://erxes.io/guides/inbox.md): Frontline Inbox — Complete User Guide 1. Inbox Main Page Path: Frontline → Inbox What it does The Inbox is the main place where all customer conversations come together. It shows… - [[Help Center]](https://erxes.io/guides/help-center.md): Help Center — Create a Public Support Portal The Help Center lets you build a public support portal for your customers. You can connect your Knowledge Base articles, ticket forms,… - [[MSDynamic]](https://erxes.io/guides/msdynamic.md): Mongolian Plugin — Manage Local Integrations and Syncs The Mongolian plugin contains tools for managing local Mongolian service integrations. It includes three main sections: Put… - [[Erkhet Sync]](https://erxes.io/guides/erkhet-sync.md): Mongolian Plugin — Manage Local Integrations and Syncs The Mongolian plugin contains tools for managing local Mongolian service integrations. It includes three main sections: Put… - [[Put Response]](https://erxes.io/guides/put-response.md): Mongolian Plugin — Manage Local Integrations and Syncs The Mongolian plugin contains tools for managing local Mongolian service integrations. It includes three main sections: Put… - [[Нөөц үлдэгдэл]](https://erxes.io/guides/item_8.md): Reserve Remainders The Reserve Remainders section (Нөөц Үлдэгдэл) shows reserve stock levels by product and branch. How to open Reserve Remainders In the left sidebar, click Accou… - [[Тооллого]](https://erxes.io/guides/item_7.md): Safe Remainders The Safe Remainders section records physical stock counts. How to open Safe Remainders In the left sidebar, click Accounting . Expand Inventory . Click Safe Remain… - [[Үлдэгдэл]](https://erxes.io/guides/item_6.md): Accounting Inventory — Manage Live Stock, Stock Counts, and Reserve Levels The Inventory section inside the Accounting plugin helps you track current stock levels, perform physica… - [[Мэдээ тайлан]](https://erxes.io/guides/item_5.md): Check Sync The Check Sync section (Мэдээ Таталт) lets you review and sync financial data from other modules. How to open Check Sync In the left sidebar, click Accounting . Click C… - [[Тайлан]](https://erxes.io/guides/item_4.md): Reports The Reports section lets you generate financial reports. How to open Reports In the left sidebar, click Accounting . Click Reports (Тайлан). The reports menu includes: Acc… - [[Бүрэн бус баримтууд]](https://erxes.io/guides/item_3.md): Incomplete Documents The Incomplete Documents section (Бүрэн Бус Баримтууд) lists transactions that are missing required information or are not yet balanced. To open it, click Inc… - [[Журнал бичилт]](https://erxes.io/guides/item_2.md): Journal Entries The Journal Entries section lets you view all posted accounting entries grouped by journal category. How to open Journal Entries In the left sidebar, click Account… - [[Баримтууд]](https://erxes.io/guides/item.md): Accounting — Manage Transactions, Journals, Reports, and Tax Settings The Accounting plugin helps you manage your company's financial records, including transactions, journal entr… - [[Complete User Guide]](https://erxes.io/guides/complete-user-guide.md): Segments — Complete User Guide Getting Started with Segments Path: Frontline → Core modules → Segments Segments let you group records by shared conditions. You can build segments… - [[Leads]](https://erxes.io/guides/leads.md): How to Create and Manage Leads Path: Frontline → Core modules → Contacts → Leads The Leads tab tracks potential customers before they are converted. Click Add Lead to create a new… - [[Client Portal Users]](https://erxes.io/guides/client-portal-users.md): How to Create and Manage Client Portal Users Path: `Frontline → Core modules → Contacts → Client Portal Users** Client Portal Users are contacts who can log in to a dedicated clie… - [[Companies]](https://erxes.io/guides/companies.md): How to Create and Manage Companies Path: Frontline → Core modules → Contacts → Companies The Companies tab stores business accounts. It starts empty if no companies have been adde… - [[Customers]](https://erxes.io/guides/customers.md): Contacts — Complete User Guide Getting Started with Contacts Path: Frontline → Core modules → Contacts The Contacts module is the central place to manage people and organizations… - [[Coupons]](https://erxes.io/guides/coupons.md): How to Create and Issue Coupons Step 1 — Open Coupon settings Path: Settings → Loyalty config → Coupon Click Add coupon campaign . Step 2 — Configure the coupon campaign On the Ca… - [[Agents]](https://erxes.io/guides/agents.md): How to Create Agents Path: Frontline → Loyalty → Agents The Agents section lets you set up customer-specific loyalty rules, such as prepaid and discount percentages, with optional… - [[Assignments]](https://erxes.io/guides/assignments.md): How to Create and Issue Assignments Step 1 — Open Assignment settings Path: Settings → Loyalty config → Assignment Click Add assignment campaign . Step 2 — Configure the assignmen… - [[Scores]](https://erxes.io/guides/scores.md): How to Create and Give Scores Step 1 — Open Score settings Path: Settings → Loyalty config → Score Edit or create a score campaign. Step 2 — Configure the score campaign Set: Titl… - [[Donates]](https://erxes.io/guides/donates.md): How to Create and Record Donations Step 1 — Open Donate settings Path: Settings → Loyalty config → Donate Click Add donation campaign . Step 2 — Configure the donation campaign Se… - [[Spins]](https://erxes.io/guides/spins.md): How to Create and Issue Spins Step 1 — Open Spin settings Path: Settings → Loyalty config → Spin Click Add spin campaign . Step 2 — Configure the spin campaign Set: Title and Buy… - [[Lotteries]](https://erxes.io/guides/lotteries.md): How to Create and Issue Lotteries Step 1 — Open Lottery settings Path: Settings → Loyalty config → Lottery If no lotteries exist, click Add lottery campaign . Step 2 — Configure t… - [[Vouchers]](https://erxes.io/guides/vouchers.md): Loyalty — Complete User Guide Getting Started with Loyalty Path: Frontline → Loyalty The Loyalty module is where you build and manage customer reward programs. It includes Voucher… - [[Web Builder]](https://erxes.io/guides/web-builder.md): Web Builder — Complete User Guide Main Page / Overview Path: Frontline → Content → Web Builder What it does The Web Builder is a visual, drag-and-drop tool for creating and editin… - [[Settings]](https://erxes.io/guides/settings.md): Settings General settings The Settings page controls site-wide CMS options. Under General , you can set: Website Name — The name of the site. Short Description — A brief descripti… - [[Custom Post Types]](https://erxes.io/guides/custom-post-types.md): Custom Post Types Custom Post Types list Custom Post Types let you create new content types beyond the default Post and Page. The list shows each type's name, description, and cre… - [[Custom Fields]](https://erxes.io/guides/custom-fields.md): Custom Fields Custom Fields list Custom Fields let you add extra data fields to posts, pages, categories, and other content types. The list shows each field group by name and type… - [[Menus]](https://erxes.io/guides/menus.md): Menus Menus list Menus control the navigation links on your site. The list shows each menu label, URL, and kind (header, footer, or main). Use the All , Header , and Footer tabs t… - [[Tags]](https://erxes.io/guides/tags_2.md): Tags Tags list Tags are short labels that describe the topic of a post or page. The Tags list shows the tag name, slug, and creation date. Click + Add Tag to add a new tag. New Ta… - [[Categories]](https://erxes.io/guides/categories_2.md): Categories Categories list Categories help group related posts and pages. The list shows each category's name, description, parent category, and creation date. Click + Add Categor… - [[Pages]](https://erxes.io/guides/pages.md): Pages Pages list Pages are used for static content such as About Us, Contact, or Home. The Pages list shows the page name, parent page, URL slug, creation date, and last update. C… - [[Posts]](https://erxes.io/guides/posts.md): CMS — Complete User Guide Main Page / Overview Path: Frontline → Content → CMS What it does The CMS (Content Management System) is where you create and manage all the content for… - [[Hermes Agent]](https://erxes.io/guides/hermes-agent.md): Company Brain — Complete User Guide Main Page / Overview Path: Frontline → Agents → Company Brain What it does Company Brain is where you create and manage AI assistants for your… - [[OpenClaw Assistant]](https://erxes.io/guides/openclaw-assistant.md): Company Brain — Complete User Guide Main Page / Overview Path: Frontline → Agents → Company Brain What it does Company Brain is where you create and manage AI assistants for your… - [PMS — How to Create and Manage Reservations](https://erxes.io/guides/pms-how-to-create-and-manage-reservations.md): PMS — How to Create and Manage Reservations :root { --bg: #f8fafc; --surface: #ffffff; --surface-2: #f1f5f9; --surface-3: #e2e8f0; --text: #0f172a; --text-secondary: #475569; --te… - [[Channels]](https://erxes.io/guides/channels_2.md): Frontline Channels — Complete User Guide 1. Channels List Page Path: Settings → Frontline → Channels What it does The Channels page shows all the communication channels your team… - [[Notification]](https://erxes.io/guides/notification.md): Settings → Notifications The Notifications page lets you control which events and plugins can send you notifications. You can turn notifications on or off for each plugin and choo… - [[Profile]](https://erxes.io/guides/profile.md): Settings → Profile Path: Settings → Profile URL: /settings/profile Simple explanation The Profile page is where you manage your personal account information, profile picture, cont… - [[Change Password]](https://erxes.io/guides/change-password_2.md): How to change your password in erxes Next (SaaS) Step 1: Open Settings Click Settings at the bottom of the left sidebar. Step 2: Select Change Password Go to Settings → ACCOUNT →… - [AI Automation Creation Guide](https://erxes.io/guides/ai-automation-creation-guide.md): AI Automation Creation Guide A complete guide to creating an AI Agent with Kimi for Code in erxes, connecting Facebook/Instagram Messenger bots, and building an automation that se… - [Tags](https://erxes.io/guides/tags.md): How to use: Access tag management by selecting "Tags" from the WORKSPACE section in the settings sidebar. Browse tag categories in the left panel organized by section: CORE TAGS (… - [System Logs](https://erxes.io/guides/system-logs.md): How to use: Access system logs by selecting "System Logs" from the DEVELOPER section in the settings sidebar. Use the "Filter" button immediately—logs contain extensive records an… - [2. How to Connect Facebook Messenger](https://erxes.io/guides/2-how-to-connect-facebook-messenger.md): Description: Connecting your Facebook Messenger allows you to receive and reply to customer messages directly inside Frontline . Each Messenger integration must be linked to a spe… - [[Email template] Create, Edit, Delete, Duplicate](https://erxes.io/guides/email-template-create-edit-delete-duplicate.md): Hello, you can create, delete, and edit email templates by following these instructions. Create a new email template: Go to Settings Click on the email template. Click on New emai… - [[Email template] Use on Teaminbox](https://erxes.io/guides/email-template-use-on-teaminbox.md): Hello, you can use the Email template in Team Inbox by following the instructions below. Go to Team Inbox Click on Conversation Go to the Contact section. Click on the Email Icon… - [[Email template] Using IMAP](https://erxes.io/guides/email-template-using-imap.md): Hello, you can use your Email template on IMAP by following the instructions below. Go to Team Inbox Click on a conversation that came in via IMAP connection. Click Reply . Click… - [[Email template] Use in Customer emails](https://erxes.io/guides/email-template-use-in-customer-emails.md): Hello, you can use your Email Template when sending emails to Users by following these instructions. Go to Contact Select your customer and click enter. Click on the email icon. A… - [[Email template] Use in Broadcast](https://erxes.io/guides/email-template-use-in-broadcast.md): Hello, you can use your Email Template when sending mass emails by following the instructions below. Go to Broadcast Click on New broadcast. Enter a title. Select Email and click… - [[Email template] Use in a form](https://erxes.io/guides/email-template-use-in-a-form.md): Hello, you can use your Email Template to automatically send emails to users when they fill out a form by following these instructions. Go to Forms Click Edit. Go to the Confirmat… - [[Import] Deal](https://erxes.io/guides/import-deal.md): Hello, you can import Sales Field information or sales pipeline (deal) by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to… - [[Import] Task](https://erxes.io/guides/import-task.md): Hello, you can import the Main Activity Field information or Tasks according to the following instructions. Go to the Settings menu. Go to Import & Export and select Import. Enter… - [[Import] Ticket](https://erxes.io/guides/import-ticket.md): Hello, you can import the Complaint field information or Ticket by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to Ticket… - [[Import] Customer](https://erxes.io/guides/import-customer.md): Hello, you can import Customer information registered in the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go… - [[Import] Leads](https://erxes.io/guides/import-leads.md): Hello, you can import your registered Leads into the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to Lead… - [[Import] Companies](https://erxes.io/guides/import-companies.md): Hello, you can import Company information registered in the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go… - [[Import] Product & Service](https://erxes.io/guides/import-product-service.md): Hello, you can import your registered Product and Service information into the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and… - [[Import] Team member](https://erxes.io/guides/import-team-member.md): Hello, you can import Teammembers (Employee) information registered in the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and sel… - [[Export] Deal](https://erxes.io/guides/export-deal.md): Hello, you can export a sales pipeline (deal) by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Deal and then click… - [[Export] Task](https://erxes.io/guides/export-task.md): Hello, you can export the Main Action Area or Task by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Task and then c… - [[Export] Ticket](https://erxes.io/guides/export-ticket.md): Hello, you can export your Ticket by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Ticket and then click Next. Sele… - [[Export] Customer](https://erxes.io/guides/export-customer.md): Hello, you can export Customer information registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . C… - [[Export] Leads](https://erxes.io/guides/export-leads.md): Hello, you can export Leads registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Leads a… - [[Export] Product & Service](https://erxes.io/guides/export-product-service.md): Hello, you can export Product & Services information registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select… - [[Export] Team member](https://erxes.io/guides/export-team-member.md): Hello, you can export Teammembers registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on T… - [[Export] Conversation (Teaminbox)](https://erxes.io/guides/export-conversation-teaminbox.md): Hello, you can export Teaminbox (Conversation) information registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. S… - [[Department] create, edit, delete](https://erxes.io/guides/department-create-edit-delete.md): [Department] create, edit, delete Written by Amura Munguntsetseg 0 Modified atJun 10 2024 Hello, you can create a department by following the instructions below. Create a Departme… - [[Branch] create, edit, delete](https://erxes.io/guides/branch-create-edit-delete.md): Hello, you can assign your team member to a branch by following the instructions below. Create a new branch: Go to Settings Select Structure . Select Branches Click the Add Branch… - [[Product & Service] Insight (Deal)](https://erxes.io/guides/product-service-insight-deal.md): Hello, you can use the Insight plugin by following the instructions below. Go to Insight Select Dashboard and click Add. Select all Deal options. Click the Save button. Click Add… - [[Product & Service] View archived categories Product Category Status](https://erxes.io/guides/product-service-view-archived-categories-product-categor.md): Hello, you can view the Product Category Status of the archived category by following the instructions below. Go to Settings Click on Product & Service The Filter category by Stat… - [[Product & Service] View deleted items Product status delete](https://erxes.io/guides/product-service-view-deleted-items-product-status-delete.md): Hello, you can follow the instructions below to view deleted products Product status delete possible to do. Go to Settings If you enter Product & Service, it will be on the left.… - [[Product & Service] Add a picture and description](https://erxes.io/guides/product-service-add-a-picture-and-description.md): Hello, you can add images and descriptions to the Product and Service information registered in the Erxis system by following the instructions below. Go to Settings If you enter P… - [[Product & Service] Create, Delete, Edit](https://erxes.io/guides/product-service-create-delete-edit.md): Hello, you can create, delete, and edit Products and Services by following the instructions below. Create a new product: Go to the Settings menu. Go to Product & Service Select Ca… - [[Product & Service] Category Create, Delete, Edit](https://erxes.io/guides/product-service-category-create-delete-edit.md): Hello, you can create, delete, and edit Product and Service Categories by following the instructions below. Create a new product category: Go to the Settings menu. Go to Product &… - [[System Config] Language](https://erxes.io/guides/system-config-language.md): Hello, you can change the language used in the Erxis application by following the instructions below. Go to Settings Select System configuration . Click on General settings. Langu… - [[System Config] Currency](https://erxes.io/guides/system-config-currency.md): Hello, you can set the product currency to be used in the Erxis application by following the instructions below. Go to Settings Select System configuration . Click on General sett… - [[System Config] With team member restrictions](https://erxes.io/guides/system-config-with-team-member-restrictions.md): Hello, You can set up a setting where only people in a team, department, or industry can mention and assign each other by following the instructions below. Go to Settings Select S… - [[System Config] Theme](https://erxes.io/guides/system-config-theme.md): Hello, You can change your Erxis system to your company's brand colors by following the instructions below. Go to Settings Select System configuration . Click on Theme Logo : Inse… - [[System Config] Common mail config](https://erxes.io/guides/system-config-common-mail-config.md): Hello, You can follow the instructions below to configure which email address to send Notification Email, Team Member Invitation Email, and Forgot Password Email. Go to Settings S… - [[System Config] Constant](https://erxes.io/guides/system-config-constant.md): Hello, you can configure the User Gender, Social Address field, and Organization Industry options in the Contact module by following the instructions below. Go to Settings Select… - [[System Config] AWS S3](https://erxes.io/guides/system-config-aws-s3.md): Hello, you can set up AWS S3 by following these instructions. Go to https://aws.amazon.com/ and create an account. Connect card After logging in, click on AWS Management console.… - [[Permissions] Create, edit, delete, search](https://erxes.io/guides/permissions-create-edit-delete-search.md): Hello, you can create, delete, and edit Permissions settings by following the instructions below. Create a Permissions Group Go to Settings Select Permissions . Click Create user… - [[Internal notes] Conversation](https://erxes.io/guides/internal-notes-conversation.md): Hello, you can use Internal notes by following the instructions below. Go to Teaminbox Select Conversation (Write a note) 🔲 Click on the internal note icon and the conversation s… - [[Internal notes] Task](https://erxes.io/guides/internal-notes-task.md): Hello, you can use Internal notes in Tasks by following these instructions. Go to Task Select your Card (Write a note) Write your notes directly in the New notes section. Click th… - [[Internal notes] Ticket](https://erxes.io/guides/internal-notes-ticket.md): Hello, you can use Internal notes on Tickets by following these instructions. Go to Ticket Select your Card (Write a note) Write your notes directly in the New notes section. Clic… - [[Internal notes] Sales pipeline](https://erxes.io/guides/internal-notes-sales-pipeline.md): Hello, you can use Internal notes in the Sales pipeline by following these instructions. Enter the sales pipeline Select your Card (Write a note) Write your notes directly in the… - [[Internal notes] Customer](https://erxes.io/guides/internal-notes-customer.md): Hello, you can use Internal notes in Customer by following these instructions. Go to Contact Click on Customer Select Customer (Write a note) Write your notes directly in the New… - [[Internal notes] Leads](https://erxes.io/guides/internal-notes-leads.md): Hello, you can use Internal notes in Leads by following these instructions. Go to Contact Click on Leads Select your Lead (Write a note) Write your notes directly in the New notes… - [[Internal notes] Companies](https://erxes.io/guides/internal-notes-companies.md): Hello, you can use Internal notes in Company by following the instructions below. Go to Contact Click on Companies Select your Company (Write a note) Write your notes directly in… - [[Internal notes] Team Members](https://erxes.io/guides/internal-notes-team-members.md): Hello, you can use Internal notes in Team Member by following the instructions below. Go to Settings Click on Team Members Select your Member (Write a note) Write your notes direc… - [[Internal notes] Automations](https://erxes.io/guides/internal-notes-automations.md): Hello, you can use Internal notes in Automations by following these instructions. Go to Automation Select Automation (Write a note) 🗒 Write your notes directly in the New notes s… - [[Broadcast] Sent mass email](https://erxes.io/guides/broadcast-sent-mass-email.md): Hello, you can send a Mass Email by following the instructions below. Go to Broadcast Click on New broadcast. Enter a title. Select Email and click Next. Who is this broadcast for… - [[Broadcast] Send mass notifications to mobile applications](https://erxes.io/guides/broadcast-send-mass-notifications-to-mobile-applications.md): Hello, you can send mass notifications to people using your organization's mobile app by following these instructions. Go to Broadcast Click on New broadcast. Enter a title. Selec… - [[Broadcast] Send mass messages using Business messenger](https://erxes.io/guides/broadcast-send-mass-messages-using-business-messenger.md): Hello, you can send mass messages to people who visit your organization's website by following the instructions below. Go to Broadcast Click on New broadcast. Enter a title. Selec… - [[System Logs]](https://erxes.io/guides/system-logs_2.md): System Logs - [[Client portal]](https://erxes.io/guides/client-portal_2.md): Client portal - [[Mail config]](https://erxes.io/guides/mail-config_2.md): Mail config - [[File upload]](https://erxes.io/guides/file-upload_2.md): File upload - [[Bundle Rule]](https://erxes.io/guides/bundle-rule.md): Bundle Rule - [[Product Rule]](https://erxes.io/guides/product-rule.md): Product Rule - [[Bundle Condition]](https://erxes.io/guides/bundle-condition.md): Bundle Condition - [[Similarity Group]](https://erxes.io/guides/similarity-group.md): Similarity Group - [[General config]](https://erxes.io/guides/general-config.md): General config - [[Categories]](https://erxes.io/guides/categories.md): Categories - [[UOM]](https://erxes.io/guides/uom.md): UOM - [[Product Service]](https://erxes.io/guides/product-service.md): Product Service - [[Brands] Filter Team Inbox and Contacts by brand](https://erxes.io/guides/brands-filter-team-inbox-and-contacts-by-brand.md): Hello, you can sort your Team inbox by brand by following the instructions below. Go to the team inbox. Click on the ☰ symbol Click on Brands You can select the Brand you want to… - [[Brands] Create, Edit, Delete](https://erxes.io/guides/brands-create-edit-delete.md): Hello, you can create, delete, and edit Brands by following these instructions. Create a new brand: Go to Settings Click on Brands Click Add New Brand . Give your name . Click the… - [[Brands] About](https://erxes.io/guides/brands-about.md): We consider this concept of a brand as a distinct entity within an organization, but with many separate operations, sales channels, and customers. For example : We have several di… - [[Properties] Task](https://erxes.io/guides/properties-task.md): Hello, you can add a new field to the Main Action field or Task by following the instructions below. Add a field to a Task: Go to Settings Select Properties Select Tasks . Click A… - [[Properties] Ticket](https://erxes.io/guides/properties-ticket.md): Hello, you can add a new field to the Main Action field or Ticket by following the instructions below. Add a field to a ticket and create it: Go to Settings Select Properties Sele… - [[Properties] Sales pipeline](https://erxes.io/guides/properties-sales-pipeline.md): Hello, you can add a new field to the Main Action field or Deal by following the instructions below. Add a field to a Deal and create: Go to Settings Select Properties Choose Deal… - [[Properties] Customer](https://erxes.io/guides/properties-customer.md): Hello, you can add a new field to the Main Action field, Customer, by following the instructions below. Add a field to Customer: Go to Settings Select Properties Select Customer C… - [[Properties] Companies](https://erxes.io/guides/properties-companies.md): Hello, you can add a new field to the Main Activity field, Companies, by following the instructions below. Add a field to Companies and create: Go to Settings Select Properties Se… - [[Properties] Team member](https://erxes.io/guides/properties-team-member.md): Hello, you can add a new field to the Main Action field, Teammember, by following the instructions below. Add a field to Teammember: Go to Settings Select Properties Select Teamme… - [[Properties] Product & Service](https://erxes.io/guides/properties-product-service.md): Hello, you can add a new field to the Main Activity field, Product & Service, by following the instructions below. Add a field to Product & Service: Go to Settings Select Properti… - [[Tag] Create, Edit, Delete](https://erxes.io/guides/tag-create-edit-delete.md): Hello, you can create, edit, and delete tags or categories by following the instructions below. Create a new Tag: Go to Settings Select Tags Select the plugin you want to create a… - [[Tag] About](https://erxes.io/guides/tag-about.md): A tag is a large classification of entities used to classify, identify, and then report information. A tag is considered a LABEL for a card only. - [[General]](https://erxes.io/guides/general.md): About General - [[Team Member] Invite a team member](https://erxes.io/guides/team-member-invite-a-team-member.md): Hello, you can add your Employee by following the instructions below. Go to Settings Click on Team member Fill in the information in the Invite team member field and save. Email a… - [[Team Member] Deactive (Delete)](https://erxes.io/guides/team-member-deactive-delete.md): Hello, you can disable Team Member access to Erxis by following the instructions below. Go to Settings Select Team Members . Choose Team Member: Select the team member to deactiva… - [[Team Member] Assign to Branch](https://erxes.io/guides/team-member-assign-to-branch.md): Hello, you can assign your team member to a branch by following the instructions below. Go to Settings Select Structure . Select Branches Click on the Edit button. In the Team Mem… - [[Team Member] Assign to Department](https://erxes.io/guides/team-member-assign-to-department.md): Hello, you can assign a team member to a department by following the instructions below. Go to Settings Select Structure . Select Department Click on the Edit button. In the Team… - [[Team Member] View team member number on the erxes XOS mobile app](https://erxes.io/guides/team-member-view-team-member-number-on-the-erxes-xos-mob.md): Hello, you can easily view Team Member information on your mobile app by following the instructions below. Go to Play store / App store Search for erxes XOS and download it. Go to… - [Teams](https://erxes.io/guides/teams_2.md): How to use: Navigate to "Teams" in the OPERATION section of settings to manage your organizational structure. View all existing teams in the table showing TITLE (team names with i… - [Change Password](https://erxes.io/guides/change-password.md): How to use: Navigate to password settings by clicking your profile and selecting "Change Password" from the menu. Enter your current password in the first field to verify your ide… - [Invoices](https://erxes.io/guides/invoices.md): How to use: Access invoice settings by opening "Invoices" under the PAYMENT section in settings. Design invoice templates by customizing layout, colors, and branding—add logo, com… - [Payment Settings](https://erxes.io/guides/payment-settings.md): How to use: Access payment settings by navigating to "Payment Settings" under the PAYMENT section in settings. Connect a payment gateway by clicking "Add Payment Gateway"—select y… - [Deals](https://erxes.io/guides/deals.md): How to use: Access deal settings by navigating to "Deals" in the SALES section of the settings menu. View current deal stages in your sales pipeline showing progression from initi… - [Teams](https://erxes.io/guides/teams.md): How to use: Navigate to "Teams" in the OPERATION section of settings to manage your organizational structure. Create a new team by clicking "Add Team" or "Create Team"—name it acc… - [Channels](https://erxes.io/guides/channels.md): How to use: Access channel configuration by selecting "Channels" from the FRONTLINE section in the settings sidebar. Create your first communication channel by clicking the "+ Cre… - [Client Portal](https://erxes.io/guides/client-portal.md): How to use: Access client portal management by selecting "Client Portal" from the DEVELOPER section in the settings sidebar. Create a new customer portal by clicking the "+ Create… - [Brands](https://erxes.io/guides/brands.md): How to use: Access brand management by selecting "Brands" from the WORKSPACE section in the settings sidebar. Create a new brand by clicking the "+ Create brand" button—opens a fo… - [Mail Config](https://erxes.io/guides/mail-config.md): How to use: Access email configuration by selecting "Mail Config" from the WORKSPACE section in the settings sidebar. Set the sender email address in the "EMAIL" field—this appear… - [File Upload](https://erxes.io/guides/file-upload.md): How to use: Access file upload configuration by selecting "File Upload" from the WORKSPACE section in the settings sidebar. Review the two sections: "UPLOAD FILE TYPES" for genera… - [Integration Config](https://erxes.io/guides/integration-config.md): How to use: Access integrations by navigating to "Integrations Config" in the FRONTLINE section of settings. Browse available integrations in the marketplace—organized by category… - [POS](https://erxes.io/guides/pos_2.md): How to use: Access POS settings by opening the "POS" section under SALES in the settings menu. Register new POS terminals by adding each register or device—assign names, locations… - [Products](https://erxes.io/guides/products.md): How to use: Access product management by selecting "Products" from the WORKSPACE section in the settings sidebar. Switch between "Product" and "Product Service" tabs at the top to… - [Properties](https://erxes.io/guides/properties.md): How to use: Access properties management by selecting "Properties" from the WORKSPACE section in the settings sidebar. Choose which object type you want to customize by clicking o… - [Projects](https://erxes.io/guides/projects.md): How to use: View all operational projects by opening the Operation Projects dashboard—this shows active projects with their status, progress percentage, and project leads. Click o… - [Frontline Inbox](https://erxes.io/guides/frontline-inbox.md): How to use: Start your day by opening Frontline Inbox to see all new customer messages. The inbox shows conversations from all channels in one list—look for unread messages marked… - [Tasks](https://erxes.io/guides/tasks.md): How to use: Access your personal task list by clicking "My Tasks" in the main navigation. The default view shows all tasks assigned to you across the entire system. Sort tasks by… - [Frontline Reports](https://erxes.io/guides/frontline-reports.md): How to use: Access reports by clicking the "Reports" or "Analytics" tab in the navigation menu. Start with the dashboard overview that shows key metrics at a glance—response times… - [Cycles](https://erxes.io/guides/cycles.md): How to use: View all recurring cycles by opening the Cycles module—this shows currently active cycles, upcoming ones, and completion history. Create a new cycle by clicking "New C… - [Content CMS](https://erxes.io/guides/content-cms.md): How to use: Access your content dashboard showing all published pages, drafts, and scheduled content. Create a new page by clicking "New Page" and selecting page type (standard pa… - [Frontline Call Center](https://erxes.io/guides/frontline-call-center.md): How to use: Log into the call center module at the start of your shift by clicking "Available" or "Ready"—this lets incoming calls reach you. When a call comes in, a pop-up appear… - [Tourism TMS](https://erxes.io/guides/tourism-tms.md): How to use: View all scheduled tours in the tour calendar showing departures by date and tour type. Create a new tour by clicking "New Tour" and selecting the tour package or crea… - [Automation](https://erxes.io/guides/automation.md): How to use: Create a new automation workflow by clicking "New Automation" or "Create Workflow" in the Automation module. Name your automation clearly describing what it does, like… - [Contacts](https://erxes.io/guides/contacts.md): How to use: Access your contacts database by clicking "Contacts" in the main navigation—this displays all people and companies in your system. View contact information by clicking… - [POS](https://erxes.io/guides/pos.md): How to use: Open the POS interface at your sales station or device. Start a new sale by clicking "New Sale" or scanning the first item's barcode. Add products manually by searchin… - [Frontline Tickets](https://erxes.io/guides/frontline-tickets.md): How to use: Create a new ticket by clicking the "+" or "New Ticket" button. Fill in the ticket form with the customer's name, issue description, and priority level (low, medium, h… - [Tourism PMS](https://erxes.io/guides/tourism-pms.md): How to use: Open the property management dashboard to see today's arrivals, departures, and current occupancy at a glance. Create a new reservation by clicking "New Booking" and e… - [Frontline Knowledge Base](https://erxes.io/guides/frontline-knowledge-base.md): How to use: Search the knowledge base by typing keywords into the search bar at the top—the system shows relevant articles as you type. Browse articles by category by clicking on… - [Triage](https://erxes.io/guides/triage.md): How to use: Open the Triage queue to see all new, unprocessed items that need classification. Review each item starting from the top of the queue. Read the item's basic informatio… - [Segments](https://erxes.io/guides/segments.md): How to use: Create a new segment by clicking "New Segment" or "Create Segment" in the Segments module. Name your segment clearly to describe the group, such as "Active Customers L… - [Frontline Forms](https://erxes.io/guides/frontline-forms.md): How to use: Create a new form by clicking "Create Form" and choosing between starting from scratch or using a template. Give your form a clear title that explains its purpose. Add… - [Sales Pipeline](https://erxes.io/guides/sales-pipeline.md): How to use: View your pipeline by opening the Sales Pipeline module—leads and opportunities are displayed in columns representing each stage of your sales process. Add a new lead… - [1. Getting Started with the Operation Plugin](https://erxes.io/guides/1-getting-started-with-the-operation-plugin.md): 1. Getting Started with the Operation Plugin The Operation plugin is one of the core modules in erxes, designed to help your team manage tasks, organize projects, assign responsib… - [6. Navigating Your Tasks: Views, Filters](https://erxes.io/guides/6-navigating-your-tasks-views-filters.md): The Operation plugin allows you to effectively manage and monitor your tasks using views and filters . This helps you focus on what matters most and quickly access relevant tasks.… - [5. How to Track and Prioritize Your Work](https://erxes.io/guides/5-how-to-track-and-prioritize-your-work.md): The Operation plugin helps you monitor your tasks and keep focus on the most important ones. By using Status , Priority , Tag , and View configuration , you can better manage your… - [4. Organize Your Work Using Teams and Cycles](https://erxes.io/guides/4-organize-your-work-using-teams-and-cycles.md): The Operation plugin helps you organize your work effectively by structuring tasks around Teams and Cycles . By assigning tasks to teams and distributing them across time-bound cy… - [3. Create Your First Task and Project](https://erxes.io/guides/3-create-your-first-task-and-project.md): The Operation plugin is designed to help users and teams manage their daily work in an organized and trackable way. The first step to getting started is to create your first Task… - [2. Understanding the Operation Workspace Structure](https://erxes.io/guides/2-understanding-the-operation-workspace-structure.md): The Operation plugin is designed to help you and your team manage work efficiently. The workspace is made up of key components: Tasks , Projects , Cycles , and Teams . Understandi… - [4. How to Connect erxes Messenger to Your Website](https://erxes.io/guides/4-how-to-connect-erxes-messenger-to-your-website.md): Description: The erxes Messenger integration allows you to add a live chat widget to your website. Once connected, visitors can chat with your team directly through your site, and… - [3. How to Connect Facebook Post](https://erxes.io/guides/3-how-to-connect-facebook-post.md): Description: Connecting your Facebook Post integration allows you to receive and manage comments from your Facebook Page posts directly inside Frontline . Each Facebook Post integ… - [1. How to Create a Channel](https://erxes.io/guides/1-how-to-create-a-channel.md): Description What is a Channel? A Channel helps you organize different customer communication sources (like Facebook Messenger, Page Posts, or Website Chat) into separate groups. E… - [5. Using the Team inbox Module](https://erxes.io/guides/5-using-the-team-inbox-module.md): Description: The Teaminbox module brings together all customer conversations in one place, enabling Team members to reply, filter, label, assign, and resolve conversations efficie… - [5. Using the Teaminbox Module](https://erxes.io/guides/5-using-the-teaminbox-module.md): The Teaminbox module brings together all customer conversations in one place, enabling Team members to reply, filter, label, assign, and resolve conversations efficiently. Accessi… - [1. Registration and Payment Instructions](https://erxes.io/guides/1-registration-and-payment-instructions_2.md): Description: Step-by-step guide for registering and purchasing a product through erxes.io: Steps: Visit erxes.io . Click the Sign Up button. Choose Email & Password as the sign-up… - [1. Registration and Payment Instructions](https://erxes.io/guides/1-registration-and-payment-instructions.md): Description: Step-by-step guide for registering and purchasing a product through erxes.io: Steps: Visit erxes.io . Click the Sign Up button. Choose Email & Password as the sign-up… - [9. Integration with Sales and Frontline Modules](https://erxes.io/guides/9-integration-with-sales-and-frontline-modules.md): Integration with Sales and Frontline Modules Visit erxes.io and navigate to the Guide section. Select the relevant product, such as Sales or Frontline , from the product guide opt… - [8. Operations Dashboard Overview](https://erxes.io/guides/8-operations-dashboard-overview.md): Creating a Dashboard Go to the main page of erxes and select Insight from the menu. Click the Add Dashboard button next to the Dashboard name field (the button marked with a (+) s… - [7. Customizing Tasks with Additional Fields](https://erxes.io/guides/7-customizing-tasks-with-additional-fields.md): Hello, you can add a new field to the Main Action field or Task by following the instructions below. Add a field to a Task: Go to Settings Select Properties Select Tasks. Add Grou… - [6. Setting Task Access Permissions](https://erxes.io/guides/6-setting-task-access-permissions.md): Setting Task Access Permissions Go to Task Pipeline Settings Find and click on the Task Pipeline you want to edit Under the settings, locate the option Show only the user's assign… - [5. Using Calendar and Setting Reminders](https://erxes.io/guides/5-using-calendar-and-setting-reminders.md): Go to Task Settings Open the Task you want to set a Close Date for In the task details, locate the Close Date field Click on the Close Date field to select a date from the calenda… - [4. Import Tasks Information](https://erxes.io/guides/4-import-tasks-information.md): Go to the Settings menu Go to Import & Export and select Import Enter the Task by clicking the Next button Click on Download template to download the Excel template and enter your… - [3. Create a Task Process](https://erxes.io/guides/3-create-a-task-process.md): Go to Settings Select Task Process from the menu Click Add New Board , type "Tasks," and click Save Click Add New Process (Note: This is where you can define and manage task statu… - [Creating and Adding Custom Fields](https://erxes.io/guides/creating-and-adding-custom-fields.md): This guide explains the steps to create custom fields for a plugin in erxes, specifically for users, and how to add additional properties. Instructions Step 1. Go to the Settings… - [Categorizing Conversations and Generating Reports](https://erxes.io/guides/categorizing-conversations-and-generating-reports.md): By categorizing conversations using tags and generating reports, you can track and analyze user issues. Instructions Step 1. Create a conversation category Go to Settings . Click… - [Creating and Placing a Pop-up Form for Customer Feedback](https://erxes.io/guides/creating-and-placing-a-pop-up-form-for-customer-feedback.md): This guide will explain the process of creating and placing a pop-up form on a website to collect customer feedback. Instructions 1. Prepare the form content Prepare the names of… - [Creating a Knowledge Base and Client Portal on the erxes System](https://erxes.io/guides/creating-a-knowledge-base-and-client-portal-on-the-erxes.md): This guide outlines the steps for creating a Knowledge Base with frequently asked questions (FAQs) and answers for users on the erxes system, as well as setting up a Client Portal… - [Creating and Using Response Templates](https://erxes.io/guides/creating-and-using-response-templates.md): Responses, or canned response templates, allow you to quickly send messages with the same content that you frequently send to your users. This saves users time and helps standardi… - [Connecting IMAP](https://erxes.io/guides/connecting-imap.md): Step 1: Add the IMAP Integration Go to Settings . Navigate to Integration . In the IMAP section, click +Add . Step 2: Fill in the IMAP Information Email Address : Enter the email… - [Connecting Viber](https://erxes.io/guides/connecting-viber.md): Step 1: Add the Viber Channel Go to Settings . Navigate to Integration . In the Viber section, click +Add . Name : Enter a name for your Viber channel (e.g., "[Viber] Business Sup… - [Connecting Web Messenger](https://erxes.io/guides/connecting-web-messenger.md): Step 1: Add and Configure Web Messenger Go to Settings . Navigate to Integration . In the Messenger section, click +Add . Appearance section : Enter your branding colors for the m… - [Connecting Instagram Post](https://erxes.io/guides/connecting-instagram-post.md): Instructions to help you make the right Instagram Post connection. Connect Instagram Post Go to Settings . Navigate to Integration . Select Instagram Post and click +Add . Click C… - [Connecting Instagram Messenger](https://erxes.io/guides/connecting-instagram-messenger.md): Follow these steps to connect Instagram Messenger to erxes successfully: Go to Settings . Navigate to Integration . Select Instagram Messenger and click +Add . Click Continue with… - [Connecting to Facebook Post](https://erxes.io/guides/connecting-to-facebook-post.md): This guide will help you connect your Facebook Page's post comments to erxes correctly and troubleshoot if needed. Connect Facebook Post Go to Settings . Navigate to Integration .… - [Connecting to Facebook Messenger](https://erxes.io/guides/connecting-to-facebook-messenger.md): This guide explains how to correctly connect your Facebook Page Messenger to erxes and test whether it's working properly. Connect Facebook Messenger Go to Settings . Navigate to… - [7. Creating a 7-Day Customer Service Report and Custom Charts](https://erxes.io/guides/7-creating-a-7-day-customer-service-report-and-custom-ch.md): This tutorial explains how to generate a weekly report specifically for the Customer Service Team and how to create a custom chart in the Insight module. Prepare a Report for the… - [6. Instructions for Registering and Resolving Customer Feedback and Complaints](https://erxes.io/guides/6-instructions-for-registering-and-resolving-customer-fe.md): This guide helps simplify the process of documenting and managing feedback or complaints from Customers through a clear pipeline. Create a Feedback and Complaints Board Go to the… - [4. Setting Up Communication Channel Integrations](https://erxes.io/guides/4-setting-up-communication-channel-integrations.md): This section explains how to connect all available communication channels in the erxes application, helping you choose and integrate the right channel for your business needs. Ins… - [3. Create a Channels and Brands](https://erxes.io/guides/3-create-a-channels-and-brands.md): The Channel and Brand features in erxes help teams manage customer conversations more efficiently. Channels let you route inquiries to the right teams, while Brands allow you to o… - [2. Creating an Organization, Adding Teams and Team Members](https://erxes.io/guides/2-creating-an-organization-adding-teams-and-team-members_2.md): This section allows you to build your organization’s structure by creating branches, departments, and team members. The erxes platform’s permission system aligns with this structu… - [2. Creating an Organization, Adding Teams and Team Members](https://erxes.io/guides/2-creating-an-organization-adding-teams-and-team-members.md): This section allows you to build your organization’s structure by creating branches, departments, and team members. The erxes platform’s permission system aligns with this structu… - [[Notifications] Receive by email](https://erxes.io/guides/notifications-receive-by-email.md): Hello, you can receive notifications from the erxes via email by following the instructions below. . Go to Settings Select Notification config. Click on the Notification bar and s… - [1. Invite Team Members](https://erxes.io/guides/1-invite-team-members.md): 1. Go to Settings - Navigate to the Team Members section 2. Click the ➕ I nvite team members: Fill in the required fields in the form: - Email address - Enter the team member's em… - [1. Signing up](https://erxes.io/guides/1-signing-up.md): Introduction - To successfully sign up for Erxes and start using it right away, you need to follow these two simple steps: 1. Create your Global Profile. 2. Create your organizati… - [What is erxes Milestones?](https://erxes.io/guides/what-is-erxes-milestones.md): We are currently piloting this rewards program to offer our customers even more reason to enjoy erxes. By joining this program, you could receive up to $80 in credit, receive our… - [What do I need to do to unlock the second stage: Catalyst?](https://erxes.io/guides/what-do-i-need-to-do-to-unlock-the-second-stage-catalyst.md): Invite other businesses and you will earn $20 credit for 4 successful referrals. You can choose to redeem it right then or wait until you collect all $40 credits. Just let us know… - [What is CSO?](https://erxes.io/guides/what-is-cso.md): A Continuous Securities Offering (CSO) is a new, updated way for companies to raise funding. A Continuous Securities Offering (CSO) is a new investment vehicle, updated for the di… - [Who can invest?](https://erxes.io/guides/who-can-invest.md): This investment opportunity is open to everyone around the world, with the exception of US accredited investors. This investment opportunity is open to everyone around the world.… - [When does the offering start and end?](https://erxes.io/guides/when-does-the-offering-start-and-end.md): Nov 23, 2020 at 08:00 PM PST. The CSO launch date is Nov 23, 2020 at 08:00 PM PST. As for the closing date, contrary to other offerings, CSO runs continuously. - [When can I start selling or transferring my $ERXS?](https://erxes.io/guides/when-can-i-start-selling-or-transferring-my-erxs.md): After 12 months Your purchased $ERXS can only be sold or transferred after 12 months. - [What does erxes mean? How do you pronounce it?](https://erxes.io/guides/what-does-erxes-mean-how-do-you-pronounce-it.md): erxes (pronounced 'erk-sis') is a Mongolian word meaning “galaxy”. A galaxy is a system of stars, stellar remnants, interstellar gas, dust, and dark matter bound together by gravi… - [3. Create your Brands and Channels](https://erxes.io/guides/3-create-your-brands-and-channels.md): How to create your brands and channels in erxes? You need to distinguish your brands for their respective integrations, automation, forms, etc For example, erxes have two differen… ## Handbook - [Handbook](https://erxes.io/handbooks.md): How erxes works as a company: our mission, how we sell and support, and what it's like to work here. - [Ticketing Process](https://erxes.io/handbooks/ticketing-process_2.md): Use the Ticketing feature to track issues related to the erxes experience. A ticket is a work request created in response to a situation that requires further investigation. Examp… - [12. The Fulfillment Step](https://erxes.io/handbooks/12-the-fulfillment-step.md): Fulfillment begins the closing phase of the selling cycle. You either "close the sale or close the file." The two steps of closing are Fulfillment and Post-Sell. During the closin… - [11. The Decision Step](https://erxes.io/handbooks/11-the-decision-step.md): How many times have you given a presentation to a customer who, at best, could only say, "No," and at worst, could only say, "I want to think it over"? There was never a chance th… - [10. The Budget Step](https://erxes.io/handbooks/10-the-budget-step.md): The salesperson must understand what financial impact the buyer's goals and challenges have on their overall business and/or personal situation. Once the salesperson understands t… - [9. Anatomy of a Prospecting Call](https://erxes.io/handbooks/9-anatomy-of-a-prospecting-call.md): 5-Steps Prospecting Call Overview 1. Comfort Differentiate yourself from the typical salesperson using pattern interrupt. Make the prospect comfortable enough to engage using an U… - [8. Negative Reverse Selling](https://erxes.io/handbooks/8-negative-reverse-selling.md): What is negative reverse selling? Negative reverse selling is a sales strategy that uses a completely different approach than conventional sales methods. If you're in sales, using… - [7. Transactional Analysis](https://erxes.io/handbooks/7-transactional-analysis.md): The three ego states are called - Parent, Adult and Child ego states . These three ego states comprise individual personality. Each ego state is an entire system of thoughts, feel… - [6. Reversing](https://erxes.io/handbooks/6-reversing.md): 6.1 Learning to Ask Questions Reversing is the strategy of asking a question in response to a prospect's question. This technique is a powerful tool to uncover the prospect's inte… - [5. The Pain Step](https://erxes.io/handbooks/5-the-pain-step.md): 5.1 Understanding the Prospect's Challenges Pain exists when there is a gap between what people have now and what they want. People make buying decisions emotionally and justify t… - [4. Up-Front Contracts](https://erxes.io/handbooks/4-up-front-contracts.md): 4.1 Setting Expectations Each time you begin a call, you should outline the expectations of both your company and the prospect. Each side has issues that they want to talk about.… - [3. Bonding & Rapport](https://erxes.io/handbooks/3-bonding-rapport.md): Depending on the way people receive information, they are divided into three categories: visual prospect, auditory prospect, and kinesthetic prospect. Awareness of these 3 types o… - [2. Setting goals](https://erxes.io/handbooks/2-setting-goals.md): 2.1 Values, Goals, Actions Values: We need to understand the underlying values that support our goals: Family - spouse, children, relatives Financial-financial security, money in… - [1. The Core 7 Steps of Sales System](https://erxes.io/handbooks/1-the-core-7-steps-of-sales-system.md): 1. Bonding & Rapport/Pattern Interrupt Your job as a sales professional is to make the prospect comfortable with you by NOT sounding like a slick salesperson. You will need to low… - [Lesson 1: Scrum](https://erxes.io/handbooks/lesson-1-scrum.md): This article introduces you to the basics of Scrum and what it tries to solve. We all have a job to do. Our job requires getting tasks done. An organization prospers when all task… - [Additional Tips: For the Sales Team💡](https://erxes.io/handbooks/additional-tips-for-the-sales-team.md): Be able to decline sales attempts at the right time A salesperson must have a desire to sell, never a need to sell. You won't get a good deal if the buyer pressures you to underst… - [Additional tips: What skills should a salesperson possess? 💁](https://erxes.io/handbooks/additional-tips-what-skills-should-a-salesperson-possess.md): Be positive People are more attracted to positive people, not just salespeople. As a salesperson, it's even more important to always be positive and engaging. The concept of posit… - [Additional Tips: Steps in the Sales Process ⚙️](https://erxes.io/handbooks/additional-tips-steps-in-the-sales-process.md): 1. Potential buyer Prospecting is the process of finding new sources to start the sales process. It's an important part of the sales process and for most sales managers, it's part… - [Additional tips: erxes sales team calling standard 📞](https://erxes.io/handbooks/additional-tips-erxes-sales-team-calling-standard.md): 1. Enterprise Sales Call Example 1 How are you? Good day. I am contacting your organization from erxes Inc - Digital Marketing Company to discuss cooperation with you. Is it okay… - [Additional tips: erxes sales team email standards 📧](https://erxes.io/handbooks/additional-tips-erxes-sales-team-email-standards.md): Standard 1 Dear ……………… and Company colleagues, For the past 12 years, our erxes Inc has distinguished itself from other technology companies with its brand service of creating e-t… - [How to check BUGS](https://erxes.io/handbooks/how-to-check-bugs.md): All bugs that appear on erxes are classified into Saas, Open Source and ALL. Below are instructions on how to check for issues. OPEN SOURCE / SELF HOSTED VERSION Features: The fea… - [Onboarding Stages](https://erxes.io/handbooks/onboarding-stages.md): 1. Configuring the server /For users using the open source version/ Provide with informations on erxes and plugin installation, payment procedures, and how to get supports easily.… - [How to effectively use Gsuite apps?](https://erxes.io/handbooks/how-to-effectively-use-gsuite-apps.md): his article will give you helpful tips on to optimize your use of GSuite, such as Gmail, Calendar, Docs, etc. Google Calendar How to decline an event you've been invited to? If yo… - [Customer Success Ground Rule](https://erxes.io/handbooks/customer-success-ground-rule.md): Guidelines and Best Practices that we follow in carrying out our roles effectively 24*7 Availability – It has to always be on whether you are open or have closed the shop for the… - [Customer Success Support Process](https://erxes.io/handbooks/customer-success-support-process.md): The customer support process is the total of all the activities involved in customer service. Definition The customer support process is the total of all the activities involved i… - [The role of a Customer Success Manager](https://erxes.io/handbooks/the-role-of-a-customer-success-manager.md): Customer success managers facilitate the communication between a business and its customers. Customer success managers facilitate the communication between a business and its cust… - [Ticketing Process](https://erxes.io/handbooks/ticketing-process.md): Use the Ticketing feature to track issues related to the erxes experience. A ticket is a work request created in response to a situation that requires further investigation. Examp… - [How to create tickets](https://erxes.io/handbooks/how-to-create-tickets.md): This is where you can see the ticket creating standard. home INTRODUCTION With tickets, you can organize your customer inquiries in one place and track trends over time. You can c… - [How to Respond to an Angry Customer](https://erxes.io/handbooks/how-to-respond-to-an-angry-customer.md): Respond as soon as possible. Apologize for their negative experience. Explain what may have gone wrong. Provide context for what happened. Reassure the customer that this won't ha… - [The operational activities planned for the year 2022](https://erxes.io/handbooks/the-operational-activities-planned-for-the-year-2022.md): Below are the operational activities planned for the year 2022. ТОГТМОЛ ТӨЛӨВЛӨГДСӨН ҮЙЛ АЖИЛЛАГААНЫ ТАЙЛБАР A. HАPPY HOUR The aim of the activity is to introduce new members of t… - [The Operational Report](https://erxes.io/handbooks/the-operational-report.md): Hope you are doing well, here is a quick update on our operation from last month at ERXES Inc. Global Highlights: We launched an experience operating system (XOS) re-branded versi… - [Company Strategic Plan 2022-2025](https://erxes.io/handbooks/company-strategic-plan-2022-2025.md): We are presenting to you the strategic business plan for the Erxes team to be implemented from 2022 to 2025 below. 1. Summary of business Erxes aims to integrate the marketing, sa… - [Financial Report 2021](https://erxes.io/handbooks/financial-report-2021.md): We are pleased to present our 2021 business report to all of you which shows what we achieved significant accomplishments, including successful projects with substantial revenue g… - [Inquiry form](https://erxes.io/handbooks/inquiry-form.md): https://w.office.erxes.io//test?type=form&brand_id=ASJrzQ&form_id=KXSvFK - [Cold Calling Script](https://erxes.io/handbooks/cold-calling-script.md): GOAL: BOOK DEMO APPOINTMENT OR GET SURVEY INFORMATION MAKE CALL TO CUSTOMER This is simply a guide please dont read it word for word NO ANSWER Leave a message via voice, SMS and e… - [5. Rules of Performance evaluation](https://erxes.io/handbooks/5-rules-of-performance-evaluation.md): Learn more about how team members' salaries are calculated and what opportunities you have to increase your salary here. Our salary is made up of the following 3 factors. Performa… - [4. Rule of Communication 🗣️](https://erxes.io/handbooks/4-rule-of-communication.md): Building a satisfying relationship with your customers and team members is not easy. Especially for those of us who work in an environment that depends on many factors, such as wo… - [3. Rules of Co-Founders 👑](https://erxes.io/handbooks/3-rules-of-co-founders.md): POLICIES 🚨 Be brave Be responsible Be grateful Have mutual respect Be able to fully listen to each other's words Work to ensure strong mutual relations Always remove misunderstan… - [2. Rule of Team Leaders 🙌](https://erxes.io/handbooks/2-rule-of-team-leaders.md): As a leader, you are a conqueror who defines the new general line, vision, goals, principles, values, and direction of the organization. 😊 First of all, I would like to thank you… - [1. Rule of Team Members 👥](https://erxes.io/handbooks/1-rule-of-team-members.md): Vision Our vision is to be a place where everyone can create their unique experiences for the better. Mission Essentially, our mission is to create great experiences for +20% of t… - [An opportunity to become erxes' shareholder with discounted price](https://erxes.io/handbooks/an-opportunity-to-become-erxes-shareholder-with-discount.md): INTRODUCTION We are offering the opportunity to buy our company's shares at a 10% discount only to our team members 🤝 It's been nearly a year since we began trading shares of Erx… - [Join NCP Sports Club at discounted rates](https://erxes.io/handbooks/join-ncp-sports-club-at-discounted-rates.md): 🚨 ATTENTION to those who take time for their health by regularly going to the gym and swimming pool, or who have the desire to adopt a routine. We are excited to announce new opp… - [Sales & Support](https://erxes.io/handbooks/sales-support.md): 1. General Information Updated at: 2022.11.11 Department belongs to: Sales & Support Team Directly responsible to: COO Appeal to: CEO Substitutable position: Senior Sales & Suppor… - [Chief Marketing Officer](https://erxes.io/handbooks/chief-marketing-officer.md): 1. General Information Approved date: 2021.12.17 Department belongs to: Management Team Directly responsible to: Executive director Appeal to: Marketing team Substitutable positio… - [Chief Operating Officer](https://erxes.io/handbooks/chief-operating-officer.md): 1. General Information Approved date: 2019.12.01 Department belongs to: Administration Department Directly responsible to: Board Members Substitutable position: 2. Main purpose an… - [Chief Product Officer](https://erxes.io/handbooks/chief-product-officer.md): 1. General Information Approved date: 2021.12.17 Department belongs to: Management team Directly responsible to: Executive director Appeal to: Product team Substitutable position:… - [Chief Sales Officer](https://erxes.io/handbooks/chief-sales-officer.md): 1. General Information Updated at: 2021.12.17 Department belongs to: Management team Directly responsible to: Executive director Appeal to: Sales team Substitutable position: 2. M… - [Chief Strategy Officer](https://erxes.io/handbooks/chief-strategy-officer.md): 1. General Information Approved date: 2021.12.17 Department belongs to: Management team Directly responsible to: Executive director Appeal to: Substitutable position: 2. Main purp… - [Chief Technology Officer](https://erxes.io/handbooks/chief-technology-officer.md): 1. General Information Approved date: 2019.12.01 Department belongs to: Administration Department Directly responsible to: Chief Executive Officer Substitutable position: 2. Main… - [Customer Success Manager](https://erxes.io/handbooks/customer-success-manager.md): 1. General Information Approved date: 2020.10.19 Department belongs to: Administration Department Directly responsible to: Senior Marketing Manager Appeal to: Chief Executive Offi… - [Customer Success Associate](https://erxes.io/handbooks/customer-success-associate.md): 1. General Information Approved date: 2019.10.29 Department belongs to: Erkhet team Directly responsible to: Erkhet’s operation manager Appeal to: Chief Executive Officer Substitu… - [Developer Advocate](https://erxes.io/handbooks/developer-advocate.md): 1. General Information Approved date: 2022.11.11 Department belongs to: Sales & Support Team Directly responsible to: COO Appeal to: CEO Substitutable position: Senior DevOps Engi… - [Developer Relations Engineer](https://erxes.io/handbooks/developer-relations-engineer.md): 1. General Information Approved date: 2022.11.11 Department belongs to: Operational team Directly responsible to: COO Appeal to: CEO Substitutable position: Senior Operational Man… - [Graphic/Website Designer](https://erxes.io/handbooks/graphic-website-designer.md): 1. General Information Approved date: 2020.01.01 Department belongs to: Administration Department Directly responsible to: Senior Operational Manager Appeal to: Chief Executive Of… - [Junior Programmer](https://erxes.io/handbooks/junior-programmer.md): 1. General Information Approved date: 2020.06.22 Department belongs to: Technology Department Directly responsible to: Chief Technology Officer Appeal to: Chief Executive Officer… - [Project coordinator](https://erxes.io/handbooks/project-coordinator_2.md): 1. General Information Approved date: 2020.06.26 Department belongs to: Administration Department Directly responsible to: Senior Operational Manager Appeal to: Chief Executive Of… - [Project coordinator](https://erxes.io/handbooks/project-coordinator.md): 1. General Information Approved date: 2020.06.26 Department belongs to: Administration Department Directly responsible to: Senior Operational Manager Appeal to: Chief Executive Of… - [Senior Account Manager](https://erxes.io/handbooks/senior-account-manager.md): 1. General Information Approved date: 2020.12.01 Department belongs to: Administration Department Directly responsible to: Senior Marketing Manager Appeal to: Chief Executive Offi… - [Senior Financial Manager](https://erxes.io/handbooks/senior-financial-manager.md): 1. General Information Approved date: 2019.10.21 Department belongs to: Administration Department Directly responsible to: Chief Executive Officer Appeal to: Chief Operating Offic… - [2. Internal Labor Regulations](https://erxes.io/handbooks/2-internal-labor-regulations.md): Appendix 1 to order No.75/22 by CEO of 2022 INTERNAL LABOR REGULATIONS One. General Provisions The purpose of Internal Labor Regulations of Erxes Mongolia LLC (hereinafter known a… - [Senior Operational Manager](https://erxes.io/handbooks/senior-operational-manager.md): 1. General Information Approved date: 2020.07.16 Department belongs to: Administration Department Directly responsible to: Chief Executive Officer Appeal to: The President Substit… - [1. What's erxes? Nauren Batjargal](https://erxes.io/handbooks/1-what-s-erxes-nauren-batjargal.md): We started erxes with the mission of making marketing technology accessible for all companies at any stage, including the ones in their early days. Simply because the idea was bor… - [Mission and Vision and Values](https://erxes.io/handbooks/mission-and-vision-and-values.md): This is an overview of who we are and our mission, vision and values, this gives new employees a clear picture of the company and what you can expect from us. Vision Our vision is… - [6. Regular meetings](https://erxes.io/handbooks/6-regular-meetings.md): There are the numbers of regular meetings you should attend to mentioned below. As a team member of erxes, you should find the one you should attend to, and be there on time. Ther… - [4. Joining the EXM (Employee Expierence Management) system](https://erxes.io/handbooks/4-joining-the-exm-employee-expierence-management-system.md): We use erxes EXM (Employee Expierence Management)system to make sure your journey with erxes to be the pleasant as possible. We use erxes EXM (Employee Expierence Management) syst… - [5. Joining the erxes Discord community](https://erxes.io/handbooks/5-joining-the-erxes-discord-community.md): We use Discord for internal chat, please go the guidelines how to access our Discord community here. We use Discord for internal chat purposes, there are many channels both compul… - [3. Form to complete for HR purposes](https://erxes.io/handbooks/3-form-to-complete-for-hr-purposes.md): This is the form you'll need to fill out for Human Resource team to use it for our employment filing and payroll process purposes. - [2. Welcome to erxes 👋](https://erxes.io/handbooks/2-welcome-to-erxes.md): This is what you need to do when joining the erxes. Make sure you complete everything listed in this article. Hi 👋, Welcome to erxes! 🎉 We are super excited about you joining us… - [1. Handbook of erxes Team members](https://erxes.io/handbooks/1-handbook-of-erxes-team-members.md): This is an overview of who we are and our mission, vision and values, this gives new employees a clear picture of the company and what you can expect from us. ✨ Welcome aboard! ✨… ## Changelog - [Changelog](https://erxes.io/changelog.md): What’s new in erxes. - [Output Variables Panel](https://erxes.io/changelog/output-variables-panel.md): The Variables panel in the automation builder is now live, replacing the placeholder with a full reference surface for every node in your flow. - [Segment Analytics](https://erxes.io/changelog/segment-analytics.md): Every segment now opens with a live analytics overview, replacing the static member count with 15 days of movement data. - [AI Agents on the Automation](https://erxes.io/changelog/ai-agents-on-the-automation.md): Answers across Facebook Messenger, Instagram, erxes Business Messenger, Discord, and website chat using AI agents - [Canvas Direction change on the Automation](https://erxes.io/changelog/canvas-direction-change-on-the-automation.md): Switch the entire canvas between horizontal and vertical layouts from the canvas menu. - [Output Variables on the Automation](https://erxes.io/changelog/output-variables-on-the-automation.md): Automation triggers now expose their full payload as searchable variables, giving every downstream action structured data to work with. - [Automation: Loyalty Actions & Flow Direction](https://erxes.io/changelog/automation-loyalty-actions-flow-direction.md): You can now trigger loyalty actions directly from the automation builder - [Team Members: Branch, Department & Unit Filters](https://erxes.io/changelog/team-members-branch-department-unit-filters.md): The team members table now supports filtering by branch, department, and unit, making it practical to manage large organizations across multiple locations. New columns have been a… - [Frontline: Call Reports & Dynamic Search](https://erxes.io/changelog/frontline-call-reports-dynamic-search.md): Call reports have been fully redesigned with a new overview UI, proper pagination, and chart data limits that keep the page fast even with large datasets. The default date range i… - [Permission Groups: Members Tab](https://erxes.io/changelog/permission-groups-members-tab.md): Permission group details now include a dedicated Members tab showing exactly which users belong to each group. You can browse groups by plugin Core, Frontline, Operation and open… - [In-Chat Agent Editor & Per-Conversation Thinking Level](https://erxes.io/changelog/in-chat-agent-editor-per-conversation-thinking-level.md): Each AI agent conversation now has its own Thinking Level control, letting you choose how much reasoning the agent applies before responding — from Off (direct answers, no reasoni… - [SIP Status on Call Widget](https://erxes.io/changelog/sip-status-on-call-widget.md): The call widget now shows your live phone line status — Online, Paused, or Off — right at the top of the dialer, so agents can confirm their line is actually connected before plac… - [Frontline: Ticket Reports](https://erxes.io/changelog/frontline-ticket-reports.md): Ticket reports now break tickets down by priority (Minor, Medium, High, Critical), status (new, open, in progress, resolved, closed, cancelled), and date — giving teams a clearer… - [Facebook/Instagram Auto-Repair](https://erxes.io/changelog/facebook-instagram-auto-repair.md): Bot health is now visible at a glance — Healthy, Needs repair, or Syncing — with a one-click Repair action per bot. Integrations automatically re-authenticate as part of the repai… - [Frontline Email Replies](https://erxes.io/changelog/frontline-email-replies.md): Reply to and send emails directly from the Frontline inbox, no context-switching required. - [Frontline Reports](https://erxes.io/changelog/frontline-reports_2.md): A dedicated reporting feature now built into the Frontline plugin. - [Sales Pipeline First Version](https://erxes.io/changelog/sales-pipeline-first-version.md): The first version of the Sales Pipeline is now live and ready to use. Currently supports the Kanban board view. More view types will be available with the erxes 3.0 release later… - [Shared Team Inbox (v1) & Frontline Updates](https://erxes.io/changelog/shared-team-inbox-v1-frontline-updates.md): Now part of the Frontline plugin. Performance improved — loads 15× faster. Fetches previous conversations instantly. - [Payment Plugin Security Enhancement](https://erxes.io/changelog/payment-plugin-security-enhancement.md): Payment credentials are now masked to prevent accidental exposure in screenshots and shared views. - [Contact bug fix](https://erxes.io/changelog/contact-bug-fix.md): Improved Company Search: Resolved an issue where searching for company names with multiple words only used one word from the query. For example, searching for "Erxes Mongolia LLC"… - [Call bug fix](https://erxes.io/changelog/call-bug-fix.md): Fixed the issue where calls from users during the night were not being saved in the system: Users can now be confident that their call data is securely stored, enhancing the syste… - [Broadcast Plugin Update: Enhanced Email Statistics Now Available](https://erxes.io/changelog/broadcast-plugin-update-enhanced-email-statistics-now-av.md): Changelog: The Broadcast plugin now includes detailed email statistics. You can track the total number of emails sent, delivered, opened, clicked, bounced, and rejected. - [New goal plugin](https://erxes.io/changelog/new-goal-plugin.md): Set and track target metrics easily, like annual or monthly sales goals or customer number targets, to help your company stay focused and measure progress effectively. - [Stripe integration added to the payment plugin](https://erxes.io/changelog/stripe-integration-added-to-the-payment-plugin.md): Easily accept payments through Stripe, providing a secure and seamless payment experience for your users. - [Instagram Post Integration Now Available](https://erxes.io/changelog/instagram-post-integration-now-available.md): Seamlessly connect and manage your Instagram posts directly from our platform, making social media management easier than ever. - [Includes the Erxes POS app.](https://erxes.io/changelog/includes-the-erxes-pos-app.md): [https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/098efcb2-a206-4f7f-c7f4-047d44378000/public] - [Automatic Chat Setup for Boosted Facebook Posts](https://erxes.io/changelog/automatic-chat-setup-for-boosted-facebook-posts.md): Easily engage with your audience by automatically setting up chat for posts boosted on Facebook. - [Streamlined Reporting and Workflow Enhancements](https://erxes.io/changelog/streamlined-reporting-and-workflow-enhancements.md): Pivot reports now support customizable row and column values Easily organize and analyze your data with more flexibility in Pivot reports. Contact and Inbox now support Table view… - [Enhanced File Upload and Faster Knowledge Base Access](https://erxes.io/changelog/enhanced-file-upload-and-faster-knowledge-base-access.md): Support for uploading large PDF files Easily upload and manage larger PDF documents without any hassle. Improved speed in the Knowledge Base module Access information faster with… - [Drag-and-Drop Files Directly into the Team Inbox](https://erxes.io/changelog/drag-and-drop-files-directly-into-the-team-inbox.md): Easily upload files by dragging them from external sources straight into the team inbox, simplifying collaboration and saving time. - [Resolved Mass Email Sending Error](https://erxes.io/changelog/resolved-mass-email-sending-error.md): https://jam.dev/c/e131f3a5-8ec8-469b-bbad-2b7ef8495908 - [Config of Product bug fix](https://erxes.io/changelog/config-of-product-bug-fix.md): Fixed the issue where grouped products were not visible. - [Editor bug fix](https://erxes.io/changelog/editor-bug-fix.md): Fixed errors when clicking on the editor. Fixed an issue where errors appeared when clicking on the code section. - [Import & Export bug fix](https://erxes.io/changelog/import-export-bug-fix.md): Fixed the issue where no data was being exported. Fixed the issue where additional property fields created in the sales field were not visible during export. Fixed the issue where… - [Form bug fix](https://erxes.io/changelog/form-bug-fix.md): Fixed the issue where users could not scroll down when filling out a form. Fixed the issue where users could not search through created forms. - [IMAP bug fix](https://erxes.io/changelog/imap-bug-fix.md): Fixed the issue where emails were not being sent to addresses added in the CC field. Fixed the issue where some emails were not being received. Fixed the issue where email connect… - [Insight bug fix](https://erxes.io/changelog/insight-bug-fix.md): Pivot reports now support customizable row and column values Easily organize and analyze your data with more flexibility in Pivot reports. Contact and Inbox now support Table view… - [Integration Facebook bug fix](https://erxes.io/changelog/integration-facebook-bug-fix.md): Improved the Facebook content format. Fixed the issue where the "Continue with Facebook" button would show errors. Fixed the issue where images sent via Team Inbox were not displa… - [Loyalty bug fix](https://erxes.io/changelog/loyalty-bug-fix.md): Implemented archiving for the Loyalty Score. - [Business Portal bug fix](https://erxes.io/changelog/business-portal-bug-fix.md): Fixed the issue where users could not save complaints or suggestions on the Business Portal. - [Pricing bug fix](https://erxes.io/changelog/pricing-bug-fix.md): Fixed the issue where newly set pricing policies could not be saved. - [Product & Service bug fix](https://erxes.io/changelog/product-service-bug-fix.md): Fixed the issue where product search was not working properly. Fixed the issue where product description fields could not be typed in and were stuck. Fixed the issue where SaaS im… - [Sales Pipeline bug fix](https://erxes.io/changelog/sales-pipeline-bug-fix.md): Fixed the issue where sales field settings could not be adjusted. Fixed the issue where incorrect numbers appeared in the sales pipeline's stage section. Fixed the issue where new… - [System Config bug fix](https://erxes.io/changelog/system-config-bug-fix.md): Fixed the issue where the system configuration did not recognize the WEBP file extension. - [Team Inbox bug fix](https://erxes.io/changelog/team-inbox-bug-fix.md): Fixed the issue where "message received" and "last seen" were mixed up in Team Inbox. Fixed the issue where clicking "Convert to" would incorrectly trigger the background pipeline… - [Enhanced erxes Business Messenger Interface](https://erxes.io/changelog/enhanced-erxes-business-messenger-interface.md): These updates provide a more intuitive and efficient interaction experience within the erxes Business Messenger 2.0 - [Call Dashboard Live Integration](https://erxes.io/changelog/call-dashboard-live-integration.md): This update enhances our call management capabilities by providing comprehensive, real-time insights into call center operations, improving both efficiency and responsiveness. ## Roadmap - [Roadmap](https://erxes.io/roadmap.md): Plans and progress from the erxes team. - [Cloudflare-Powered Email in Frontline](https://erxes.io/roadmap/cloudflare-powered-email-in-frontline.md): Frontline's email integration has been rebuilt on Cloudflare Email, replacing the legacy IMAP setup. Teams can connect company email accounts directly, and every feature — threadi… - [erxes AI Agent](https://erxes.io/roadmap/erxes-ai-agent.md): The erxes AI Agent lets customers chat with all their company data across every plugin — customers, deals, tickets, tasks, inventory, and content. Users ask questions in natural l… - [Broadcast Workflow Enhancement](https://erxes.io/roadmap/broadcast-workflow-enhancement.md): The Broadcast feature adds a workflow option, letting teams design multi-step broadcast sequences from a dedicated template. Marketers can trigger follow-up broadcasts based on cu… - [Property Plugin: Real Estate Developer Module](https://erxes.io/roadmap/property-plugin-real-estate-developer-module.md): The Real Estate Developer plugin connects with erxes Frontline, turning customer inquiries into tracked opportunities that flow through the sales pipeline. Developers can generate… - [Property Plugin: Real Estate Suppliers Module](https://erxes.io/roadmap/property-plugin-real-estate-suppliers-module.md): The Real Estate Suppliers plugin gives every supplier its own e-commerce, inventory, and operations system, while connecting suppliers directly with block.mn , the real estate pla… - [Property Plugin: Real Estate Agency Module](https://erxes.io/roadmap/property-plugin-real-estate-agency-module.md): The Real Estate Agency plugin lets agencies onboard their agent teams and run listings, advertisements, sales, and CRM tracking from a single place on the website. Agencies post l… - [Content Plugin: Web Builder Module](https://erxes.io/roadmap/content-plugin-web-builder-module.md): The Content plugin adds a Web Builder module with boilerplate templates that connect directly to erxes business modules. Templates include e-commerce storefronts, ticket managemen… - [Content Plugin: Headless CMS Module](https://erxes.io/roadmap/content-plugin-headless-cms-module.md): The Content plugin ships its CMS module as a headless CMS, letting any frontend connect to erxes for content delivery. The CMS includes post categories, custom post types, and a f… - [OpenClaw Skill Integration for erxes](https://erxes.io/roadmap/openclaw-skill-integration-for-erxes.md): erxes ships as an OpenClaw skill and integration, letting OpenClaw users run their company through the messaging apps they already use — WhatsApp, Telegram, Discord, iMessage, and… - [OpenCode Integration for erxes](https://erxes.io/roadmap/opencode-integration-for-erxes.md): erxes integrates with OpenCode, letting non-technical users run their company through code-based workflows without writing code themselves. OpenCode users compose erxes operations… - [Cloudflare AI Gateway Integration for Automation Plugin](https://erxes.io/roadmap/cloudflare-ai-gateway-integration-for-automation-plugin.md): The Automation plugin connects to Cloudflare AI Gateway, giving customers access to multiple AI models through one integration. Teams can automate tasks and customer experiences u… - [erxes 3.0 "Sales" plugin](https://erxes.io/roadmap/erxes-3-0-sales-plugin_2.md): A streamlined way to manage your sales process — from lead capture to deal closure. Track leads, create pipelines, and define stages of your pre-sales and sales activities. Post-s… - [Global Profile Internal Upgrade for erxes 3.0](https://erxes.io/roadmap/global-profile-internal-upgrade-for-erxes-3-0.md): As part of the erxes 3.0 upgrade, the Global Profile system has been internally enhanced to support the new product structure, including bundles, modules, and plugin configuration… - [Two-Factor Authentication (2FA) for Global Profile](https://erxes.io/roadmap/two-factor-authentication-2fa-for-global-profile.md): Two-Factor Authentication (2FA) is being added to the Global Profile architecture to enhance security across all multi-tenant deployments. This feature will require users to verif… - [Frontline plugin: Instagram Integration & Chat Automation add](https://erxes.io/roadmap/frontline-plugin-instagram-integration-chat-automation-a.md): This release brings Instagram Messenger functionality to the Frontline plugin, along with expanded customer engagement options: Instagram Messenger : Connect your business Instagr… - [Sales plugin Phase 2](https://erxes.io/roadmap/sales-plugin-phase-2.md): Phase 2 introduces key productivity and organization features to streamline sales execution and post-sales follow-up. The new additions include: Tag : Add color-coded tags to cate… - [Operation plugin Phase2](https://erxes.io/roadmap/operation-plugin-phase2.md): Continued enhancement of the Operation plugin. Phase 1 stability updates will be deployed alongside Phase 2 feature development: Tag : Organize and filter tasks using team-defined… - [Sales plugin: POS feature add](https://erxes.io/roadmap/sales-plugin-pos-feature-add.md): The Sales plugin will now support Point-of-Sale (POS) functionality. This allows users to initiate and complete purchases directly within the system. Designed especially for the M… - [AI Assistant Phase 1](https://erxes.io/roadmap/ai-assistant-phase-1.md): The first version of erxes’ internal AI Assistant will go live — focused on enabling internal team support and self-education. Use cases include: Answering HR-related questions an… - [Content plugin Phase 1](https://erxes.io/roadmap/content-plugin-phase-1.md): Introducing Web Builder and Content Management tools under the new Content plugin. Choose from a limited set of pre-designed website templates Easily edit, launch, and manage your… - [erxes 3.0 "Operation" plugin](https://erxes.io/roadmap/erxes-3-0-operation-plugin.md): Designed to manage your internal operations, this plugin enables teams to log and track all their work via Tasks , Projects , and Cycles . Projects allow teams to track and manage… - [erxes 3.0 "Sales" plugin](https://erxes.io/roadmap/erxes-3-0-sales-plugin.md): A streamlined way to manage your sales process — from lead capture to deal closure. Track leads, create pipelines, and define stages of your pre-sales and sales activities. Post-s… - [erxes 3.0 "Frontline" plugin](https://erxes.io/roadmap/erxes-3-0-frontline-plugin.md): Empower your support and communication teams with a unified inbox experience. The Frontline plugin allows you to handle multichannel conversations (e.g. Messenger, Call, Email), c… - [erxes 3.0 new version launch](https://erxes.io/roadmap/erxes-3-0-new-version-launch.md): Official release of erxes 3.0 featuring major structural and interface upgrades. This launch includes the first phase of the new Operation , Frontline , and Sales plugins, introdu… - [AI Capabilities for erxes Automation](https://erxes.io/roadmap/ai-capabilities-for-erxes-automation.md): We are adding AI agent capabilities to erxes Automation, allowing open-source, SaaS, and enterprise users to automate complex tasks using intelligent agents. These agents can hand… - [Global Profile – White Label Multi-Tenant Enterprise Package](https://erxes.io/roadmap/global-profile-white-label-multi-tenant-enterprise-packa.md): This package enables regional partners to deploy erxes as a white-labeled, multi-tenant solution using Kubernetes. Designed for enterprise scale, it supports localized deployments… - [Accounting Plugin Beta Launch](https://erxes.io/roadmap/accounting-plugin-beta-launch.md): Launching in August, the Accounting Plugin Beta brings ERKHET—our original SaaS online financial software from 2012—into the erxes ecosystem. Tailored for the Mongolian market, th… - [Calling Feature with Grandstream PBX](https://erxes.io/roadmap/calling-feature-with-grandstream-pbx.md): As part of the erxes 3.0 Beta SaaS release, calling features will be introduced through integration with Grandstream PBX. This enables businesses to handle voice calls directly wi… - [Frontline Plugin – Full Modular Integration](https://erxes.io/roadmap/frontline-plugin-full-modular-integration.md): The Frontline plugin, set for July, is the first plugin fully restructured with internal modules and deeply integrated with the erxes core. It includes Team Inbox, erxes Messenger… - [erxes 3.0 Beta Release – Core Upgrade](https://erxes.io/roadmap/erxes-3-0-beta-release-core-upgrade.md): Scheduled for July, the erxes 3.0 Beta release brings major improvements to core plugins—segmentation, automation, contacts, and settings. Developer documentation has been fully r… - [Toki Integration for e-Commerce](https://erxes.io/roadmap/toki-integration-for-e-commerce.md): erxes has completed backend and frontend integration with Toki, a rising Mongolian super app. This enables future e-commerce customers using erxes to connect their storefronts wit… - [erxes 3.0 Alpha Launched for SaaS Testing](https://erxes.io/roadmap/erxes-3-0-alpha-launched-for-saas-testing.md): The alpha version of erxes 3.0 is now available for SaaS users via private test URLs (e.g. mj.next.erxes.io). This version previews major UI/UX changes powered by Radix and Shadcn… - [Grow Your Business Community Event Launch](https://erxes.io/roadmap/grow-your-business-community-event-launch.md): erxes launched the first “Grow Your Business” community event on May 31st in partnership with MongolHD TV, ORI Studios, and Content Marketing Company. This biannual event will fea… - [Content Management System (CMS) Module under Content Plugin](https://erxes.io/roadmap/content-management-system-cms-module-under-content-plugi.md): The Content Management System (CMS) module supports headless front-end development. It connects with custom-built websites—typically using frameworks like Next.js and deployed on… - [Web Builder Module under Content Plugin](https://erxes.io/roadmap/web-builder-module-under-content-plugin.md): The Web Builder module in the Content plugin allows users to create websites using drag-and-drop sections and pre-built templates. It’s designed for quick setup with a visual edit… - [Tour Management System (TMS) Module under Tourism Plugin](https://erxes.io/roadmap/tour-management-system-tms-module-under-tourism-plugin.md): The Tour Management System (TMS) module, part of the Tourism plugin, is built for tour agencies and agents to create and manage tours using elements. Each tour has its own day-by-… - [Property Management System (PMS) Module under Tourism Plugin](https://erxes.io/roadmap/property-management-system-pms-module-under-tourism-plug.md): The new Property Management System (PMS) module, developed under the Tourism plugin, is tailored for hotels, resorts, and ger camps. It integrates seamlessly with websites to hand… - [Modular Plugin Architecture in erxes 3.0](https://erxes.io/roadmap/modular-plugin-architecture-in-erxes-3-0.md): With erxes 3.0, we’ve restructured the plugin architecture—moving away from many standalone plugins toward categorized plugin modules. Each plugin now groups purpose-driven module… - [erxes 3.0 Full Transformation](https://erxes.io/roadmap/erxes-3-0-full-transformation.md): erxes will fully transition to erxes 3.0, powered by Radix and Shadcn technologies. This upgrade will bring a complete front-end transformation, delivering a faster, more intuitiv… - [Two-Factor Authentication (2FA) Implementation](https://erxes.io/roadmap/two-factor-authentication-2fa-implementation.md): Enhance system security by implementing two-factor authentication (2FA) for user access. This feature will add an extra layer of protection by requiring users to verify their iden… - [MobiCom SMS Integration for Team Inbox](https://erxes.io/roadmap/mobicom-sms-integration-for-team-inbox.md): Integrating MobiCom SMS into the erxes system to enable seamless two-way SMS communication within the team inbox. This feature will allow businesses to send and receive SMS messag… - [Booking Management System (BMS) Beta for Tour Operators](https://erxes.io/roadmap/booking-management-system-bms-beta-for-tour-operators.md): Introducing the Booking Management System (BMS), a plugin that integrates with a content management system to help tour operators manage reservations. With customizable templates,… - [erxes Web Builder 2.0 Beta](https://erxes.io/roadmap/erxes-web-builder-2-0-beta.md): Web Builder 2.0 is a revamped, simplified web-building tool that enables users to create websites effortlessly using templates. Building on our initial web builder, this version o… - [Property Management System (PMS) Beta for Hotels and Resorts](https://erxes.io/roadmap/property-management-system-pms-beta-for-hotels-and-resor.md): Launching a Property Management System (PMS) designed specifically for hotels, resorts, and ger camps, with the beta version ready by December. This plugin will empower hospitalit… - [WhatsApp Integration for erxes Team Inbox](https://erxes.io/roadmap/whatsapp-integration-for-erxes-team-inbox.md): Upcoming WhatsApp integration will enable seamless two-way communication within the erxes team inbox, allowing direct messaging between customers and teams. This integration will… - [Instagram Integration for erxes Automation](https://erxes.io/roadmap/instagram-integration-for-erxes-automation.md): Integrate Instagram into erxes Automation, empowering users to create automated workflows and messages on Instagram. This integration enhances customer engagement by enabling auto… - [WhatsApp Automation for erxes Automation](https://erxes.io/roadmap/whatsapp-automation-for-erxes-automation.md): Enable powerful automation capabilities for WhatsApp within the erxes Automation system. This feature allows customers to set up automated workflows and responses on WhatsApp, cre… - [erxes 3.0 Alpha](https://erxes.io/roadmap/erxes-3-0-alpha.md): erxes’ front end is undergoing a transformation with all UI components being updated using Radix and Shadcn technologies. This upgrade will bring a more responsive, intuitive, and… - [erxes Call](https://erxes.io/roadmap/erxes-call.md): erxes Messenger is set to introduce its own web-based internet call functionality, powered by Cloudflare’s Call feature. This addition will enable seamless, high-quality voice cal… - [Bot and Automation Enhancements for erxes Messenger](https://erxes.io/roadmap/bot-and-automation-enhancements-for-erxes-messenger.md): Introduce a bot and automation plugin to erxes Messenger, expanding capabilities with seamless integrations. The automation plugin will also support Instagram and WhatsApp bots, e… - [Full compliance with the Personal Data Protection Law](https://erxes.io/roadmap/full-compliance-with-the-personal-data-protection-law.md): Our roadmap ensures full compliance with the Personal Data Protection Law by focusing on: Securing data integrity and confidentiality as outlined in Clause 5.1.5. Maintaining accu… - [Integration with Suspicious Transaction Monitoring System](https://erxes.io/roadmap/integration-with-suspicious-transaction-monitoring-syste.md): Enable integration with specialized monitoring software to process and analyze reports of suspicious transactions. This feature will enhance oversight and streamline reporting, en… - [Automated Alerts for Missing or Outdated Customer Data](https://erxes.io/roadmap/automated-alerts-for-missing-or-outdated-customer-data.md): Implement an automated alert system within the NES core registration system to notify when customer information is incomplete or requires updating. This alert will prompt users to… ## Company - [erxes: The operating system for modern business](https://erxes.io/index.md): erxes unifies frontline operations, revenue, and teams on one AI-native platform. 100+ modules. One source of truth. Built for operators who refuse tool sprawl. - [Book a demo](https://erxes.io/demo.md): Schedule a demo with the erxes team. - [Our Team](https://erxes.io/team.md): Meet the people building erxes — a remote, diverse team on a mission to make business software open, customizable, and fair for everyone. - [Press Resources](https://erxes.io/press.md): Media resources, press releases, and company news from erxes Inc. Download logos, get quotes, or reach our communications team directly. - [Contact](https://erxes.io/contact.md): Get in touch with erxes for sales inquiries, partnership opportunities, or general support. We're ready to help you find the right edition for your needs. - [Brand Guidelines](https://erxes.io/branding.md): Official erxes brand assets — logos, color palettes, typography, and visual guidelines for partners, press, and community contributors. - [Invest in erxes](https://erxes.io/invest.md): erxes runs a Continuous Securities Offering (CSO) — invest directly in the open-source XOS company changing how businesses grow. Open to anyone, anytime. - [Showcase](https://erxes.io/showcase.md): Share your erxes success story and get exposure for your organization. - [Install erxes](https://erxes.io/install.md): Run erxes on your own infrastructure. An open-source, self-hosted experience operating system written in Node.js, GraphQL, and React. - [Experience Management](https://erxes.io/experience-management.md): See how erxes unifies customer, employee, and business experience management on a single open-source XOS.