Docs
How to use Mercleo, from first setup to the edge cases: guides and answers for every area, searchable and current.
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The core
Audience
One record of every contact: companies, custom fields, tags, custom objects and automation for small businesses.
21 articlesSales
Deals, pipelines, proposals, invoicing and forecasting for small businesses.
10 articlesMarketing
Email marketing, journeys, lead capture, and audiences for small businesses.
34 articlesWork
Projects, docs and goals for small businesses.
9 articlesPeople
Employee records, directory, org chart and self-service for small businesses.
8 articles
Modules
Events
Event registration, ticketing, communications, and day-of operations for small businesses.
60 articlesLearning
Courses, enrollments, and certifications for small businesses.
8 articlesMentorship
Mentorship programs: applications, matching, cohorts, and program delivery.
13 articlesDonations
Donation pages, fundraising campaigns, gifts and CRA-compliant tax receipts for small businesses and nonprofits.
6 articlesHR
Hiring, offers, onboarding and the careers site for small businesses.
9 articles