Documentation
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Guides for every module, grouped the way the app's sidebar is: Core, Marketing, Automation, Support and Settings.
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Start here
Up and running in four steps.
- 01Create your accountSign up at crm.bundlewise.app with your name, work email and a password.
- 02Set up your workspaceName your organization and add your branding in Workspace settings.
- 03Connect an email senderGoogle Workspace, Microsoft 365 or SMTP, then verify SPF, DKIM and DMARC.
- 04Invite your teamSend invites and give each person the Admin, Sales or Support role.
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Every guide, by section.
Getting Started
2 guidesMarketing
4 guidesSupport
3 guidesFeatured guide · Settings
Connect Cursor, Claude, Antigravity or Codex over MCP.
Open Settings → MCP Setup, copy the config for your client and authorize with OAuth. Clients without OAuth can use an admin bearer token, which you can revoke and replace at any time.
Read the guideStill stuck? Talk to a person.
Write to [email protected] with screenshots if you can. We reply within one business day, usually within a few hours.