Getting Started
Account setup, workspaces, fields, and first steps in EDGE Sword.
- Welcome to EDGE Sword
An overview of workspaces, modules, and how to find your way around.
- Configure your workspace
Turn modules on or off and set defaults for your organization.
- Custom fields
Define field types across leads, products, deals, campaigns, companies, inventories, assets, and employees from Fields.
- Notifications overview
How in-app alerts, email, and workflow notifications reach the right people.
- Approvals hub
Review leave, document signatures, and profile-update requests from one inbox.
- Choose your industry workspace experience
EDGE Sword ships built-for experiences for Real Estate, FMCG, Hospitality, and Travel & Tourism — pick at signup, refine modules later.
- Real Estate workspace experience
How EDGE Sword is set up for real-estate teams — CRM, property, capital, and who does what.
- FMCG and distribution workspace experience
How EDGE Sword supports field sales, outlets, stock, logistics, and reporting for FMCG teams.
- Hospitality workspace experience
How EDGE Sword runs hotels and restaurants — POS, rooms, bookings, recipes, and shifts.
- Travel & Tourism workspace experience
How EDGE Sword runs travel agencies and tour operators — catalog, booking files, visa desk, and a public traveller portal.