Library
Help Center
Short, practical guides for everything in Papyris — from your first ten minutes to invoices, reports and your team.
Getting Started
Set Up Papyris in 10 Minutes
The welcome wizard walks you from first sign-in to a working CRM: business details, customers, and your first lead.
4 min read
Import Customers from CSV or Excel
Bring your existing customer list with you — from a spreadsheet, Google Sheets, or one at a time.
3 min read
Your Logo, Opening Hours & Business Details
Complete your profile so invoices, receipts and emails look professional to your customers.
2 min read
Customers & WhatsApp
Adding & Organizing Customers
Every chat becomes a contact: names, phones, locations, sources, notes — all searchable in one place.
3 min read
Tags & Automatic Tags
Label customers your way — and let Papyris apply Paid, VIP, Waiting for Mobile-Money and Cold automatically.
3 min read
Messaging Customers on WhatsApp
One tap opens the right chat — no copy-pasting numbers — and message templates fill in the details for you.
3 min read
Orders & Pipeline
Products & Stock
Keep a catalog with prices, photos and stock — create orders in two taps and never oversell.
3 min read
Your Public Shop Page
One link customers can open to browse your products and order — straight into your pipeline.
3 min read
Your Sales Pipeline: from New Lead to Completed
Track every order as a card moving through stages, so you always know what needs doing next.
3 min read
Tracking Deliveries
Follow every order from Not Started through Out for Delivery to Delivered or Picked Up.
2 min read
Money
Staying on Top
Follow-up Reminders
Set reminders to call tomorrow, chase a payment, or ask for a review — and get them in your inbox each morning.
3 min read
Dashboard & Reports
Revenue, paid orders, pending payments, best sellers and where your customers come from — at a glance.
3 min read
Support Tickets: Handling Customer Issues
Track complaints and requests from Open to Resolved — with priorities, assignees, and automatic customer emails.
3 min read
Email, Calendar & Meetings
Send Email from Your Own Address
Connect Gmail or Outlook so invoices and messages go out from your address — and replies come back to you.
3 min read
Reusable Email Templates
Write an email once — subject and body — and reuse it whenever you compose a message to a customer.
2 min read
Calendar & Two-Way Sync
Plan meetings, calls and tasks in Papyris — and keep Google Calendar or Outlook in sync both ways.
3 min read
Booking Meetings with Customers
Create Google Meet, Zoom or Teams meetings from inside Papyris — with reminders, participants, agendas and minutes.
3 min read
Account & Team
Passwords, Sign-in & Deleting Your Data
How sign-in works, resetting a forgotten password, and how to delete your account and data completely.
3 min read
Adding Team Members
On the Business plan, bring in your team — everyone works from the same customers and pipeline.
2 min read
Plans, Trials & Billing
How the free trial works, what each plan includes, and how to upgrade, cancel or change plans.
3 min read
Can’t find what you need?
Ask us directly — a real person reads every message. Or book a free call and we’ll walk you through it.