Crucibix

Documentation

Learn how it works.

Everything from your first day to advanced integrations.

Getting started

Modules

API & integrations

Security

Administration

AI features

Quickstart

  1. 1
    Sign up at crucibix.com/signup. Pick your workspace slug.
  2. 2
    Pick an industry template (solar EPC, services, manufacturing, retail). Pipeline stages, cost categories, and activity types are pre-configured.
  3. 3
    Enable modules you need today. You can add more later from Settings → Modules.
  4. 4
    Invite your team. Each gets a role (director, hr_admin, fin_admin, manager, employee, field_employee).
  5. 5
    Import employees via CSV (HRMS) or add clients via CRM. You're running.

For developers

Comfortable with code? Here's the fastest path to integrating.

Public API

Capture leads from your marketing site. REST + HMAC-signed webhooks.

Event reference

Full list of events your tenant emits (deal.won, payroll.approved, etc.)