Getting Started with HCAPP
HCAPP is a unified workspace for small and medium-sized businesses where:
- requests,
- documents,
- tasks,
- people,
- conversations
are not scattered across Excel files, inboxes, messengers, and the business owner’s head.
👉 HCAPP is CRM + processes + document management + communication — without heavy implementations or expensive integrators.
HCAPP is a good fit if you have:
- documents and requests (invoices, contracts, inquiries, shipping orders),
- processes (deals, sales, warehouse, equipment maintenance),
- directories (companies, people, products, vehicles),
- workflows (stages, responsible users, approvers),
- events that need to be recorded and stored with full history.
How it works
You set up a form and a workflow, and your team works with tasks created based on those rules.
What it looks like
Important
Before you start, read Core concepts.
Choose your role
To begin, choose your role. The docs will guide you through the relevant steps.