--- title: "Documentation" date: 2026-06-17 author: "Al Mizan" --- # Documentation # Bit CRM Documentation Loading… [#### Getting Started with Bit CRM ](https://bit-crm.com/docs/getting-started/)- [ How to Install and Set Up Bit CRM in WordPress ](https://bit-crm.com/docs/getting-started/how-to-install-activate-setup-bit-crm/) [ Read More ](https://bit-crm.com/docs/getting-started/) [#### Essentials ](https://bit-crm.com/docs/essentials/)- [ How to Create Custom Fields in Bit CRM ](https://bit-crm.com/docs/essentials/create-custom-fields-in-bit-crm/) - [ How to Use Advanced Filters in Bit CRM ](https://bit-crm.com/docs/essentials/use-advanced-filters-in-bit-crm/) - [ Create Tags & Segmentation in Bit CRM: Organize and Group Your Records ](https://bit-crm.com/docs/essentials/create-tags-segmentation-in-bit-crm/) - [ Import & Export Data in Bit CRM: Move Records In and Out with CSV ](https://bit-crm.com/docs/essentials/import-export-data-in-bit-crm/) [ Read More ](https://bit-crm.com/docs/essentials/) [#### Modules ](https://bit-crm.com/docs/modules/)- [ How to Generate an Invoice in Bit CRM ](https://bit-crm.com/docs/modules/generate-an-invoice-in-bit-crm/) - [ Create or Import new Leads in Bit CRM ](https://bit-crm.com/docs/modules/create-import-new-leads-in-bit-crm/) - [ How to Create and Manage Contacts in Bit CRM ](https://bit-crm.com/docs/modules/create-and-manage-contacts-in-bit-crm/) - [ Create & Manage Deals in Bit CRM Deals Module ](https://bit-crm.com/docs/modules/create-manage-deals-in-bit-crm/) - [ Add & Manage Products in Bit CRM Products Module ](https://bit-crm.com/docs/modules/add-manage-products-in-bit-crm/) - [ How to Set Up Recurring Invoices in Bit CRM ](https://bit-crm.com/docs/modules/set-up-recurring-invoices-in-bit-crm/) - [ Create and Manage Companies in Bit CRM ](https://bit-crm.com/docs/modules/create-manage-companies-in-bit-crm/) [ Read More ](https://bit-crm.com/docs/modules/) [#### Power Features ](https://bit-crm.com/docs/power-features/)- [ How to Give a Client Portal Access in Bit CRM ](https://bit-crm.com/docs/power-features/give-a-client-portal-access-in-bit-crm/) - [ How to Build a Workflow in Bit CRM: Auto-Tag and Follow Up on Key Contacts ](https://bit-crm.com/docs/power-features/build-a-workflow-in-bit-crm/) - [ How to Connect Bit CRM MCP Server to MCP Clients ](https://bit-crm.com/docs/power-features/connect-bit-crm-mcp-server-with-mcp-clients/) - [ How to Connect AI Tools and Use the AI Assistant in Bit CRM ](https://bit-crm.com/docs/power-features/connect-ai-tools-and-use-the-ai-assistant-in-bit-crm/) [ Read More ](https://bit-crm.com/docs/power-features/) [#### Activities ](https://bit-crm.com/docs/activities/)- [ How to Create and Manage Tasks in Bit CRM ](https://bit-crm.com/docs/activities/create-and-manage-tasks-in-bit-crm/) - [ How to Create and Share Meetings in Bit CRM ](https://bit-crm.com/docs/activities/create-and-share-meetings-in-bit-crm/) - [ How to Create and Share Calls in Bit CRM ](https://bit-crm.com/docs/activities/create-and-share-calls-in-bit-crm/) - [ How to Send and Receive Emails in Bit CRM ](https://bit-crm.com/docs/activities/send-and-receive-emails-in-bit-crm/) - [ How to Add Notes, Attachments, Links in Bit CRM ](https://bit-crm.com/docs/activities/add-notes-attachments-links-in-bit-crm/) - [ How to Use the Calendar in Bit CRM ](https://bit-crm.com/docs/activities/use-the-calendar-in-bit-crm/) [ Read More ](https://bit-crm.com/docs/activities/) [#### Settings & Admin ](https://bit-crm.com/docs/settings-admin/)- [ How to Configure Invoice Settings in Bit CRM ](https://bit-crm.com/docs/settings-admin/configure-invoice-settings-in-bit-crm/) - [ Configure Portal Settings in Bit CRM ](https://bit-crm.com/docs/settings-admin/configure-portal-settings-in-bit-crm/) - [ How to Add Other Currencies in Bit CRM Currency Settings ](https://bit-crm.com/docs/settings-admin/add-other-currencies-in-bit-crm/) - [ How to Use Data Management Settings in Bit CRM ](https://bit-crm.com/docs/settings-admin/use-data-management-settings-in-bit-crm/) - [ How to Add and Manage CRM Users in Bit CRM ](https://bit-crm.com/docs/settings-admin/add-and-manage-crm-users-in-bit-crm/) - [ How to Configure IMAP Settings in Bit CRM ](https://bit-crm.com/docs/settings-admin/how-to-configure-imap-settings-in-bit-crm/) - [ How to Configure SMTP Settings in Bit CRM ](https://bit-crm.com/docs/settings-admin/how-to-configure-smtp-settings-in-bit-crm/) - [ WooCommerce Integration in Bit CRM: Sync Orders and Auto-Tag Customers ](https://bit-crm.com/docs/settings-admin/woocommerce-integration-in-bit-crm/) - [ Bit Form Integrations with Bit CRM: Capture Leads Easily ](https://bit-crm.com/docs/settings-admin/bit-form-integrations-with-bit-crm/) - [ How to Accept Invoice Payments via WooCommerce in Bit CRM ](https://bit-crm.com/docs/settings-admin/accept-invoice-payments-via-woocommerce-in-bit-crm/) - [ FluentCart Integration in Bit CRM ](https://bit-crm.com/docs/settings-admin/fluentcart-integration-in-bit-crm/) - [ Configure General Settings and Business Details in Bit CRM ](https://bit-crm.com/docs/settings-admin/configure-general-settings-and-business-details-in-bit-crm/) [ Read More ](https://bit-crm.com/docs/settings-admin/) [#### Developer Documentation ](https://bit-crm.com/docs/developer-docs/)- [ Bit CRM REST API Documentation for Developers ](https://bit-crm.com/docs/developer-docs/api/) - [ Bit CRM WordPress Hooks Documentation for Developers ](https://bit-crm.com/docs/developer-docs/bit-crm-hooks/) [ Read More ](https://bit-crm.com/docs/developer-docs/) [#### Changelog ](https://bit-crm.com/docs/changelog/) [ Read More ](https://bit-crm.com/docs/changelog/)