> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thesozocrm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Start building and operating on Sozo CRM.

# 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](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

<CardGroup cols={2}>
  <Card title="Core CRM Workflows" icon="kanban" href="/quickstart">
    Launch your team with clean pipeline stages, handoff rules, and payout visibility.
  </Card>

  <Card title="API Reference" icon="code" href="/api-reference/introduction">
    Build integrations that read and write Sozo CRM data with role-safe access patterns.
  </Card>

  <Card title="MCP" icon="sparkles" href="/mcp">
    Connect Claude, ChatGPT, or your AI tool of choice to Sozo CRM docs via hosted MCP.
  </Card>
</CardGroup>

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

## Explore docs

<CardGroup cols={2}>
  <Card title="Account & Access" icon="shield-check" href="/account-and-access">
    Configure user roles, permissions, and security baselines.
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations">
    Connect proposal tools, messaging channels, and operational systems.
  </Card>

  <Card title="FAQ" icon="circle-help" href="/faq">
    Get answers to common setup, rollout, and support questions.
  </Card>
</CardGroup>

## Need help

* **Support:** [support@thesozocrm.com](mailto:support@thesozocrm.com)
* **Dashboard:** [thesozocrm.com](https://thesozocrm.com)