> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm.md).

# Setting up Modular CRM

- [Fundamentals (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/fundamentals-must-read.md): The fundamentals of a CRM, you must read this before getting started
- [Guide to Building and Implementing a Modular CRM (Must Read)](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/guide-to-building-and-implementing-a-modular-crm-must-read.md): Mastering CRM Implementation: A Step-by-Step Guide
- [Create & Manage Data Modules](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/create-and-manage-data-modules.md): Build modules to store your data
- [CRM Macro Buttons](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/crm-macro-buttons.md): Easy automation in just one click
- [Adding Records into CRM](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/adding-records-into-crm.md): Learn what are the different options available to add data into the Picky Asist CRM
- [Data View & Manage Records](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/data-view-and-manage-records.md): Visualise the data the way you needed
- [Managing Records, Activity Logs & Trash](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/managing-records-activity-logs-and-trash.md)
- [Task](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/task.md): Enhancing Your Task Management
- [Workflows](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/workflows.md): The powerhouse to automate anything
- [Funnels](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/funnels.md)
- [Data Import](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/data-import.md): Effortlessly move data from 3rd party CRM's or Excel sheet into Picky Assist CRM
- [Integrations](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/integrations.md): Integrate CRM into 5000+ App with No Code Connector


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