Welcome to the Arcane CRM help
How can we help?
Every Arcane CRM feature explained step by step, with real screenshots. Search a word with Ctrl K, or ask Atlas from the app: it reads this help.
Getting startedCreate your account, connect your mailbox, import your contacts.TodayAtlas' brief, alerts, meetings and what is waiting for a reply.InboxYour e-mails sorted by AI, prepared replies and follow-ups.Records and pipelineLists, views, Kanban, the record in detail, companies and archiving.MeetingsCalendar, recording, transcript, meeting brief and booking link.AtlasTalking to the agent, giving it context, its memory, Verdict.Documents and signatureRecord files, templates and sending for signature.ProspectingEmail sequences, review, results and email to all contacts.AutomationsWorkflows, triggers, human approval and history.ReportingDashboards, the pipeline report and reports written by Atlas.Live chatThe bubble on your website, the inbox and Atlas as first responder.AdministrationMembers, teams, permissions, SSO, data model, shared mailboxes, subscription, audit log, MCP access and API keys.