Custojo Staging

Core Platform

Invoicing & Billing

Professional invoices, online payments

Leads, deals, pipeline

Project Management

Tasks, milestones, collaboration

Digital contracts, e-signatures

Business Operations

Stock tracking, warehouses

Retail sales, multi-location

Online booking, reminders

Employees, leave, payroll

Industry Solutions

Learning Management

Courses, quizzes, certificates

Support & Helpdesk

Tickets, SLAs, knowledge base

Billable hours, timesheets

Workflow Automation

Automate repetitive tasks

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Professional

Professional Services

Consultants & agencies

IT & Tech Services

MSPs & dev agencies

Clinics & practices

Schools & training

Operations

Property Management

Real estate & rentals

HR teams & recruiters

Contractors & builders

Cleaning & repair

Commerce

Shops & boutiques

Restaurants & Food

Cafes & catering

Salons & Beauty

Spas & beauty pros

Logistics & Freight

Shipping & delivery

View all industries →

Popular Add-ons

Business messaging via WhatsApp

OpenAI-powered automation

Bulk SMS & alerts

SMS & voice notifications

Payment Integrations

Cards & wallets

Global payments

Accounting sync

Communication

Team notifications

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Plans & Pricing

See all pricing plans

Side-by-side comparison

Add-ons & integrations

Guides & tutorials

Common questions

Our story & mission

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Custojo Staging

Invoicing & Billing CRM & Sales Project Management Contracts Inventory Point of Sale Appointments HR Management Learning Management Support & Helpdesk Time Tracking Workflow Automation

Professional Services IT & Tech Services Healthcare Education Property Management HR & Staffing Construction Field Services Retail & POS Restaurants & Food Salons & Beauty Logistics & Freight

WhatsApp AI Assistant SMS Gateway Twilio Stripe PayPal QuickBooks Slack Zoom Zapier

Plans & Pricing Compare Plans Marketplace

Help Center FAQ Changelog About Us Contact

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Search help

Account & Billing

Account FAQ
Getting Started with Account Settings

Backup & Restore FAQ
Custom Fields FAQ - Frequently Asked Questions | Custojo Help
Custom Fields Features & Capabilities | Custojo Help
Getting Started with Backup & Restore
Getting Started with Custom Fields | Custojo Help
Getting Started with FormBuilder | Custojo Help
Getting Started with Landing Page
Getting Started with Side Menu Builder
Landing Page FAQ
Side Menu Builder FAQ

API & Developers

API Docs Generator FAQ
Getting Started with API Docs Generator

Core Features

Getting Started with Activity Log
Activity Log FAQ

Getting Started with AIAssistant | Custojo Help

Getting Started with AIDocument | Custojo Help

Getting Started with Appointments | Custojo Help
Appointment Features & Capabilities | Custojo Help
Appointment FAQ - Frequently Asked Questions | Custojo Help

Getting Started with Assets | Custojo Help

Getting Started with Calendar | Custojo Help

Getting Started with Calendar
Calendar FAQ

Getting Started with CMMS | Custojo Help

Getting Started with Commission
Commission FAQ

Consultancy - Getting Started
Consultancy Features
Consultancy How-To Guides
How to Assign Agent to Customer
How to Configure Service Documents
How to Create a Customer
How to Create a Service
How to Process a Payment
How to Respond to an Inquiry
How to View Receipts
Consultancy FAQ

Getting Started with Contracts | Custojo Help
Contract Management Features & Capabilities | Custojo Help
Contract How-To Guides & Tutorials | Custojo Help
How to Create a Contract in Custojo | Step-by-Step Guide
How to Create Contract Types in Custojo | Step-by-Step Guide
How to Delete a Contract in Custojo | Step-by-Step Guide
How to Edit a Contract in Custojo | Step-by-Step Guide
Contract Management FAQ - Frequently Asked Questions | Custojo Help

Documents - Getting Started
Documents Features
Documents How-To Guides
How to Add Comments
How to Add Notes
How to Create a Document
How to Create Document Type
How to Duplicate a Document
How to Export as PDF
How to Upload Attachments
Documents FAQ

Getting Started with Feedback | Custojo Help

Getting Started with Freight Management System
Freight Management FAQ

Getting Started with HRM
HRM FAQ

Internal Knowledge Base - Getting Started
Internal Knowledge Features
How to Create a Book
How to Create a Mindmap
How to Create an Article
How to Duplicate an Article
How to Share a Book
Internal Knowledge How-To Guides
Internal Knowledge FAQ

Getting Started with Inventory | Custojo Help
Inventory Features & Capabilities | Custojo Help
Inventory FAQ - Frequently Asked Questions | Custojo Help

Getting Started with Lead Management
Lead Management FAQ

Getting Started with LMS | Custojo Help
LMS Features & Capabilities | Custojo Help

Getting Started with Newsletter | Custojo Help

Getting Started with Performance | Custojo Help

Getting Started with Portfolio | Custojo Help

Getting Started with POS
POS FAQ

Getting Started with Product & Service
Product & Service FAQ

Getting Started with Property Management
Property Management FAQ

Getting Started with Reminder
Reminder FAQ

Getting Started with Rotas | Custojo Help

Getting Started with Sales | Custojo Help
Sales Features & Capabilities | Custojo Help
How to Convert a Quote to a Sales Order in Custojo | Step-by-Step Guide
How to Create a Contact in Custojo | Step-by-Step Guide
How to Create a Quote in Custojo | Step-by-Step Guide
How to Create an Account in Custojo | Step-by-Step Guide
How to Create an Invoice in Custojo | Step-by-Step Guide
How to Create an Opportunity in Custojo | Step-by-Step Guide
Sales How-To Guides & Tutorials | Custojo Help
Sales FAQ - Frequently Asked Questions | Custojo Help

Getting Started with Spreadsheet | Custojo Help

Getting Started with Support Tickets | Custojo Help
Support Ticket Features & Capabilities | Custojo Help
How to Create a Support Ticket in Custojo | Step-by-Step Guide
Support Ticket How-To Guides & Tutorials | Custojo Help
Support Ticket FAQ - Frequently Asked Questions | Custojo Help

Getting Started with Taskly
Taskly FAQ

Getting Started with Timesheet | Custojo Help
Timesheet Features & Capabilities | Custojo Help

Getting Started with TimeTracker | Custojo Help

Getting Started with WordPress WooCommerce
WordPress WooCommerce FAQ

Getting Started with Workflow | Custojo Help

Financial Management

Getting Started with DoubleEntry | Custojo Help
Getting Started with PayPal
Getting Started with Plaid | Custojo Help
Getting Started with QuickBooks | Custojo Help
Getting Started with RecurringInvoiceBill | Custojo Help
Getting Started with Stripe Payments
PayPal FAQ
Stripe FAQ

Getting Started

Account and profile
Foundation – Help index
Help and support
Introduction to Custojo
Modules and features
Navigation and menu
Platform overview
Quick Start Guide
ZajModules Manager (admin)

Getting Started with Google Captcha
Getting Started with Google Meet
Getting Started with GoogleAuthentication | Custojo Help
Getting Started with GoogleDrive | Custojo Help
Getting Started with GoogleSheet | Custojo Help
Getting Started with MailBox | Custojo Help
Getting Started with Slack Integration
Getting Started with SMS
Getting Started with Webhooks
Getting Started with WhatsApp
Getting Started with WhatsApp API
Getting Started with Zapier
Getting Started with Zoom Meeting
Google Captcha FAQ
Google Meet FAQ
How to Create a Webhook
How to Create a Zoom Meeting
How to Delete a Meeting
How to View Meeting Calendar
Slack Integration FAQ
SMS FAQ
Webhook FAQ
Webhook Features
Webhook How-To Guides
WhatsApp API FAQ
WhatsApp FAQ
Zapier FAQ
Zoom Meeting FAQ
Zoom Meeting Features
Zoom Meeting How-To Guides

Security & Privacy

Security best practices
Privacy and data

Help Center
Security & Privacy

Security & Privacy

Keep your data safe

Security best practices

Keep your account and data safe.

Privacy and data

How we handle your data.

Custojo Staging

All-in-one platform to manage your business, clients, and projects.

Features

All Features Invoicing CRM & Sales Point of Sale LMS

Product

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Industries

Professional Services Healthcare Salons & Beauty Restaurants View All →

Company

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Resources

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