Qyri Documentation
Learn how to use Qyri to streamline your business operations — from CRM and sales to accounting, inventory, tasks, and document management.
Welcome to the Qyri documentation. Qyri is a comprehensive business management engine that brings together CRM, invoicing, accounting, inventory, task management, document storage, and analytics into a single unified platform.
New to Qyri?
Start with the Getting Started guide to set up your organization, invite your team, and configure your workspace.
Core Modules
Getting Started
Set up your account, configure your organization, invite team members, and navigate the workspace.
CRM
Manage contacts, companies, sales opportunities, and visual Kanban pipelines.
Sales
Create invoices, quotations, credit notes, and automated recurring billing.
Purchases
Manage vendor relationships, track purchase orders, log bills, and monitor inventory.
Accounting
Maintain your chart of accounts, process transactions, manage cash accounts, and run reconciliations.
Tasks
Organize team work, track deal tasks, and manage project Kanban boards.
Vault
Securely store, organize, and attach workspace files and documents.
Quick Overview
Qyri organizes business operations into integrated modules:
- CRM — Unified contact and company directory, visual deal boards, custom fields, and stage tracking.
- Sales — Professional invoicing, custom quotes, credit notes, and recurring subscription billing.
- Purchases — Supplier directory, purchase orders, vendor bills, and inventory tracking.
- Accounting — Double-entry bookkeeping, chart of accounts, cash account management, tax tracking, and reconciliation.
- Reports & Analytics — 20+ specialized financial and operational reports, from P&L and Balance Sheet to cash runway and aged receivables.
- Tasks & Vault — Embedded task tracking across records and a secure workspace document store.
Getting Help
If you need additional assistance, reach out to our support team or visit the Qyri website.