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Introduction

Welcome to HARi CRM

Section titled “Welcome to HARi CRM”

HARi is an AI-native operational CRM built for SMEs. This documentation covers everything you need to get started and make the most of the platform.

What is HARi CRM?

Section titled “What is HARi CRM?”

HARi CRM is an operational CRM where AI is built into every feature — not bolted on. Create custom entities, automate workflows, enrich contacts, and manage your entire business in one place.

Key Features

Section titled “Key Features”
  • AI Enrichment — Automatically fill in contact data from public sources
  • Workflow Automation — IF/ELSE branching, loops, email actions, webhooks
  • 5 View Modes — Table, Cards, Kanban, Calendar, Timeline
  • Invoicing — Line items, tax, PDF generation
  • Multi-Channel Inbox — Email, Telegram, WhatsApp in one place
  • Custom Entities — Create any entity type your business needs

Getting Help

Section titled “Getting Help”