For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/get-started/index.md.
  • English

      • What Clickmax is

      Clickmax is an all-in-one platform for selling online: you build pages, funnels and checkouts, manage contacts and opportunities in the CRM, talk to people over WhatsApp, Instagram and email, automate messaging, and run products, sales, affiliates and a members area — all in the same workspace.

      Role and plan: exploring the platform needs no particular plan — an active seat in a workspace is enough. The initial setup tasks (connecting a domain, messaging channels and integrations) require the Owner or Admin role; other roles can read the CRM but have restricted actions. See what each role can do in roles and permissions.

      Where to go next

      The documentation follows four tracks, from vocabulary to complete flows:

      • Core concepts defines the product's terms — funnel, contact, lead, opportunity, stage, pipeline, tag, list, segment and automation.
      • Make your first sale in 5 minutes gets something live fast, from an empty account to a real payment.
      • Features explains each screen on its own, in the order they appear in the product menu.
      • Guides combines several features into an end-to-end flow.

      A note on language

      Clickmax documentation is written in Portuguese first. Get started is available in English; the reference, FAQ and changelog sections are currently Portuguese only.

      If it didn't work

      • An action was blocked by an error message → look the code up in error codes (Portuguese).
      • A contact import stopped when it hit a ceiling → see the contact limit (Portuguese).
      • An image or file upload was rejected → see upload limits (Portuguese).