LAXXY CRM Know How
Simple step-by-step help for your clients. Click a section on the left to open only that part of the guide. Screenshots are taken from your uploaded desktop screenshot pack and kept in the correct section order.
First Steps
What to check first each time you open LAXXY CRM.
Your daily 5-minute routine+
- Open LAXXY CRM and first check Conversations for unread customer messages.
- Open Calendars and check today and tomorrow so you do not miss bookings.
- Open Opportunities and move every active lead to the correct stage.
- Check Tasks, invoices or payments that need action today.
- Before you finish for the day, reply to all pending messages and leave notes on important contacts.
Best practice to stay on top of the CRM+
- Use Conversations as your main place for replying to leads and customers.
- Keep contact records clean. Add notes, tags and custom fields so your team can understand the customer quickly.
- Move opportunities as soon as a lead changes stage. Do not leave old stages untouched.
- Use the calendar every day so appointments and follow-ups are visible to the team.
- If a task belongs to tomorrow, create a task instead of trying to remember it.
No screenshot was included in the uploaded desktop screenshot PDF for this lesson.
Start Here
Learn the layout and where everything lives.
Understand the main layout+
- The left menu is your main navigation area.
- The large area on the right changes based on the section you open.
- Check the account selector at the top left before making changes.
- Notifications and quick actions stay at the top right.
Ask AI
Use the built-in AI workspace.
Open Ask AI and start a new chat+
- Click Ask AI in the left menu.
- Use New chat to start fresh.
- Type your question in the main box and send it.
- Use Search, Templates and Customize if you want to find older chats or reuse a prompt.
Launchpad
Follow your setup checklist.
Work through the setup guide+
- Open Launchpad in the left menu.
- Use the setup groups on the left to change between areas.
- Open the tasks on the right one by one.
- Use the progress bar as your setup tracker.
Dashboard
Read your business overview.
Dashboard note+
- No main Dashboard screenshot was included in the desktop screenshot PDF you uploaded.
- Use Dashboard as your quick summary area for business performance, tasks and recent activity.
- If you send a Dashboard screenshot later, it can be added here instantly.
No screenshot was included in the uploaded desktop screenshot PDF for this lesson.
Conversations
Handle messages and inbox tasks.
Read and reply to messages+
- Open Conversations.
- Choose the contact in the inbox list.
- Read the conversation thread.
- Type your reply in the message box and send it.
Manual Actions+
- Use Manual Actions for tasks that need a human step, such as a call, reply or follow-up.
- Open the item, complete the action, then mark it done.
Snippets and Trigger Links+
- Use Snippets for saved reply text.
- Use Trigger Links when you want to send a tracked link and see engagement.
Analytics and Settings+
- Use Analytics to review response activity.
- Use Settings when you need to configure service-level or conversation rules.
Calendars
Manage appointments and availability.
Calendar view and appointment list+
- Use Calendar view to see bookings in a calendar layout.
- Use Appointment list view to see a table-style list of appointments.
- Use Calendar settings when you need setup options.
Calendar setup: calendars, preferences, availability and connections+
- Create or edit calendars in the Calendars tab.
- Use Preferences for location and timezone settings.
- Use Availability to control days and times.
- Use Connections to sync external calendars.
Services, rooms and equipment+
- Use Service menu to build bookable services.
- Use Rooms for physical booking spaces.
- Use Equipment when appointments need shared resources or tools.
Contacts
Manage contacts, custom fields and values.
Contacts and Smart Lists+
- Open Contacts to view your contact database.
- Use Smart Lists to quickly filter groups of contacts.
- Use Bulk Actions when you need to update many contacts together.
Custom fields and field setup+
- Use Custom Fields to add more information to your records.
- Create the field, choose the object and set the field type carefully before saving.
Custom values and extra contact tools+
- Use Custom Values for information you want to reuse across templates or automations.
- Review other contact tools such as tasks or companies as needed.
Opportunities
Track leads and move them through the pipeline.
Opportunity list, forecast and pipelines+
- Use Opportunities to track leads and deals.
- Move a lead to the correct stage as soon as the status changes.
- Use Forecast and Pipelines to understand future business and stage flow.
Advanced pipeline setup+
- Use these pipeline screens to customise stages and pipeline behaviour.
- Keep stage names simple so staff can move deals correctly.
Payments
Invoices, contracts, products and payment links.
Invoices, estimates, documents and orders+
- Use this area for invoices, estimates, contracts and orders.
- Open the correct tab at the top before creating a new item.
- Check customer and business details before sending anything.
Payment links, products and checkout setup+
- Use Payment Links when you want to send a direct payment page.
- Use Products to manage what you sell.
- Check the branding, customer fields and payment options before publishing.
Transactions, subscriptions and coupon tools+
- Use Transactions to review payments received.
- Use Subscriptions to manage recurring payments.
- Use the remaining payment tools when you need more advanced setup.
AI Studio
Specialised AI tools in your CRM.
AI Studio note+
- No AI Studio screenshot was included in the uploaded desktop screenshot PDF.
- Use AI Studio as a specialised area for AI-assisted work when it is available in your account.
No screenshot was included in the uploaded desktop screenshot PDF for this lesson.
AI Agents
Build and manage AI agents.
Getting started and agent workspace+
- Open AI Agents to manage agent-based AI features.
- Start in Getting Started if the area is new to you.
- Use Agent Studio to build or edit an agent.
Agent marketplace and templates+
- Use the marketplace and templates when you want a faster starting point.
- Choose the template closest to your goal, then customise it.
Voice AI, conversation AI, knowledge base and logs+
- Use Voice AI and Conversation AI depending on how the agent will interact.
- Use the Knowledge Base when the agent needs source information.
- Use logs when you want to review what happened.
Marketing
Posts, emails, snippets and brand tools.
Marketing overview and template library+
- Use Marketing for social, emails, snippets, brand boards and other campaign tools.
- Use the template library when you want a quicker starting point.
Social posts and post preview+
- Open Social Planner to create or schedule a social post.
- Choose the social accounts first, then write the post and preview it before scheduling or publishing.
More marketing tools+
- Use the other marketing tools based on your package, such as snippets, trigger links or brand-related assets.
Automation
Build workflows and review workflow history.
Workflow overview+
- Open Automation to view your workflows.
- Use Overview to see the workflow list.
- Use Global Workflow Settings only when you need account-wide workflow control.
Builder, settings, enrollment history and logs+
- Use Builder to create the workflow logic.
- Use Builder Settings and Workflow Settings to control how the workflow behaves.
- Use Enrollment History and Execution Logs to troubleshoot or review activity.
Sites
Websites, forms, surveys, chat widget and QR codes.
Sites overview, client portal and templates+
- Use Sites for websites, funnels, stores, forms, surveys and more.
- Choose the tool you need from the row at the top.
- Use templates when you want a fast starting point.
Forms: library, builder and sharing+
- Use Forms to create data-capture forms.
- Build the form first, then check settings, notifications, submissions and analytics.
- Use the embed or share options when the form is ready.
Forms: settings, submissions and conditions+
- Review what happens after submission.
- Check submissions, notifications and analytics regularly.
- Use conditions when the form must behave differently based on user input.
Surveys and quizzes+
- Use Surveys and Quizzes when you need a more guided question flow.
- Build the questions, set the submit behaviour and review analytics after publishing.
Chat widget and QR codes+
- Use Chat Widget to customise how the website chat appears and behaves.
- Use QR Codes when you want a scannable shortcut to a page or action.
Domains, redirects and integrations+
- Use these screens carefully. In your LAXXY system, domain purchasing, renewals and DNS are handled inside LAXXY Domains Client Login.
- Use URL Redirects for forwarding one address to another.
- Use Integrations to connect outside tools such as calendars or social accounts.
Memberships
Client portal and member experience.
Memberships note+
- No dedicated Memberships screenshot was included in the uploaded desktop screenshot PDF.
- If you later send a Memberships screen, it can be added here.
- Client portal-related screens are shown inside the Sites section where relevant.
No screenshot was included in the uploaded desktop screenshot PDF for this lesson.
Media Storage
Store and organise your media library.
Media Storage+
- Use Media Storage to find uploaded media and browse stock assets.
- Search the library or connect tools such as Canva or a drive when available.
Reputation
Review requests, reviews, widgets and listings.
Overview, requests and reviews+
- Use Reputation to request reviews and manage feedback.
- Open Requests when you want to send a review request.
- Use Reviews to see incoming feedback.
Video testimonials and widgets+
- Use Video Testimonials to manage testimonial collection.
- Use Widgets when you want to display review content on a site.
Listings and reputation settings+
- Use Listings and Settings to manage the remaining reputation tools.
- Check templates and sending settings before activating automated requests.
Reporting
Reporting and analytics.
Reporting note+
- No dedicated Reporting screenshot was included in the uploaded desktop screenshot PDF.
- Use Reporting to review marketing, sales and business activity summaries.
No screenshot was included in the uploaded desktop screenshot PDF for this lesson.
App Marketplace
Billing, subscriptions and marketplace-related tools.
Billing, payments, wallet and add-ons+
- Use the billing area to check subscriptions, payments, wallet activity and add-ons for the account.
- Review charges carefully before making changes.
Settings
Email services, business settings and team users.
Email services and phone system related settings+
- Use Email Services to manage sending settings.
- Use Reply and Forward Settings carefully so emails go to the correct place.
- Review analytics if you need a quick email performance view.
- Phone-related settings and related service tools may also appear in this setup area depending on your package.
Business profile and personal settings+
- Use Business Profile Settings for your business information.
- Use Personal Settings for your own password, notifications and personal data.
Team users and permissions+
- Use the team user screens to manage staff access.
- Only give permissions that are needed.
- Review user roles carefully before saving.
