Overview

Start building and operating on Sozo CRM. Sozo CRM is purpose-built for sales organizations that need operational clarity, predictable handoffs, and accountable payout workflows. This is a customer-facing documentation hub that helps teams launch quickly while also answering deeper technical questions for admins, operators, and developers integrating Sozo CRM into their stack.

Documentation index

Fetch the complete documentation index at:

https://docs.thesozocrm.com/llms.txt

Use this file when you need to discover all available docs pages quickly.

The Sozo CRM platform has three parts

Core CRM Workflows

Launch your team with clean pipeline stages, handoff rules, and payout visibility.

API Reference

Build integrations that read and write Sozo CRM data with role-safe access patterns.

MCP

Connect Claude, ChatGPT, or your AI tool of choice to Sozo CRM docs via hosted MCP.

You can use both API integrations and MCP together to create powerful operations and AI-enabled workflows.

Explore docs

Account & Access

Configure user roles, permissions, and security baselines.

Integrations

Connect proposal tools, messaging channels, and operational systems.

FAQ

Get answers to common setup, rollout, and support questions.

Developer Guide

Internal engineering workflows, standards, and release guidance.

Need help

Support: chandlerking@elevateyouenterprise.com
Dashboard: thesozocrm.com

Documentation Index

​Overview

​Documentation index

​The Sozo CRM platform has three parts