Welcome to the erxes user guide!

This user guide contains the functional documentation related to erxes XOS and all plugins available at the erxes marketplace.

Before going any further into this user guide, we recommend you acknowledge the main concepts below. They will help you to understand how erxes work and ensure a smooth experience with erxes.

License & Pricing

erxes provides 3 different packages for our clients, which include:

1. A self-hosted version that is suitable for SaaS providers or enterprises operating in highly regulated industries, like insurance, mobile network providers, banking and etc. As it is self-hosted, you must ensure you and your organization have a skilled DevOps person/team to look after the server to maintain the smooth operation of your erxes operating system daily. As an erxes user, you can choose between using the Community Edition, which is entirely free, or paid plan of the Enterprise Edition.

2. SaaS version that is suitable for small to medium enterprises who want to leave all your tech-related work to us and only focus on your main operation that is non-technical. Pricing is super simple in that you can get access to erxes for free and use it as long as you want as an individual. Then as your business grows, you can only pay for what you need, rather than having a bunch of junk that comes within the package.

3. An infrastructure version is for is the best choice for starting a platform business. You can white-label the design or change every line of code to make it work for you, and this is where you can leverage erxes core plugins, components, and enterprise features to power your entire platform business that includes some of the very specific, high-level paid plugins.

Visit our pricing page to get more information, as you must carefully decide which version is most suitable for you and your organization. And whichever version you choose, we promise to change how your businesses grow by delivering breakthrough value to our clients and community.

Documentation and tutorials

Documentation and tutorials

Erxes have Resource Center where you find everything you need to optimize how you work with erxes.

erxes XOS & Plugins

erxes is composed of 2 main components: XOS & Plugins

XOS: It contains the project's core. You can find the admin panel and the code that runs different plugins. The operating system comes with utility features that allow users to customize, improve speed, and enhance the experience along with plugins/features. Plugins: erxes has a set of plugins that allow you to create unique customer experiences. Below is a list of some plugins you can choose from our website after you’ve finished installing erxes XOS:

• Team Inbox - Combine real-time client and team communication with in-app messaging, live chat, email, and form, so your customers can reach you however and whenever they want.
• Messenger - Enable businesses to capture every single customer feedback and educate customers through knowledge-base right from the erxes Messenger.
• Sales Management - Easy and clear sales funnels allow you to control your sales pipeline from one responsive field by precisely analyzing your progress and determining your next best move for success.
• Lead generation - Turn regular visitors into qualified leads by capturing them with a customizable landing page, forms, pop-ups, or embed placements.
• Engage - Start converting your prospects into potential customers through email, SMS, messenger, or more interactions to drive them to a successful close.
• Contact Management - Access our all-in-one CRM system in one go, so it’s easier to coordinate and manage your customer interactions.
• Knowledgebase - Educate your customers and staff by creating a help center related to your brands, products, and services to reach a higher level of satisfaction.
• Task Management - Create a more collaborative, self-reliant, and cross-linked team. See more on our website.

Well, I’ll stop here as you can learn more about erxes along with your journey with us. I hope it helped you to make up your mind, and you should be ready to start your erxes experience!

Panel

This user guide contains the functional documentation related to erxes XOS and all plugins available at the erxes marketplace.

Before going any further into this user guide, we recommend you acknowledge the main concepts below. They will help you to understand how erxes work and ensure a smooth experience with erxes.

---

License & Pricing

erxes provides 3 different packages for our clients, which include:

1. A self-hosted version that is suitable for SaaS providers or enterprises operating in highly regulated industries, like insurance, mobile network providers, banking and etc. As it is self-hosted, you must ensure you and your organization have a skilled DevOps person/team to look after the server to maintain the smooth operation of your erxes operating system daily. As an erxes user, you can choose between using the Community Edition, which is entirely free, or paid plan of the Enterprise Edition.

2. SaaS version that is suitable for small to medium enterprises who want to leave all your tech-related work to us and only focus on your main operation that is non-technical. Pricing is super simple in that you can get access to erxes for free and use it as long as you want as an individual. Then as your business grows, you can only pay for what you need, rather than having a bunch of junk that comes within the package.

3. An infrastructure version is for is the best choice for starting a platform business. You can white-label the design or change every line of code to make it work for you, and this is where you can leverage erxes core plugins, components, and enterprise features to power your entire platform business that includes some of the very specific, high-level paid plugins.

Visit our pricing page to get more information, as you must carefully decide which version is most suitable for you and your organization. And whichever version you choose, we promise to change how your businesses grow by delivering breakthrough value to our clients and community.

---

Documentation and tutorials

Documentation and tutorials

Erxes have Resource Center where you find everything you need to optimize how you work with erxes.

---

erxes XOS & Plugins

erxes is composed of 2 main components: XOS & Plugins

XOS: It contains the project's core. You can find the admin panel and the code that runs different plugins. The operating system comes with utility features that allow users to customize, improve speed, and enhance the experience along with plugins/features. Plugins: erxes has a set of plugins that allow you to create unique customer experiences. Below is a list of some plugins you can choose from our website after you’ve finished installing erxes XOS:

• Team Inbox - Combine real-time client and team communication with in-app messaging, live chat, email, and form, so your customers can reach you however and whenever they want.
• Messenger - Enable businesses to capture every single customer feedback and educate customers through knowledge-base right from the erxes Messenger.
• Sales Management - Easy and clear sales funnels allow you to control your sales pipeline from one responsive field by precisely analyzing your progress and determining your next best move for success.
• Lead generation - Turn regular visitors into qualified leads by capturing them with a customizable landing page, forms, pop-ups, or embed placements.
• Engage - Start converting your prospects into potential customers through email, SMS, messenger, or more interactions to drive them to a successful close.
• Contact Management - Access our all-in-one CRM system in one go, so it’s easier to coordinate and manage your customer interactions.
• Knowledgebase - Educate your customers and staff by creating a help center related to your brands, products, and services to reach a higher level of satisfaction.
• Task Management - Create a more collaborative, self-reliant, and cross-linked team. See more on our website.

Well, I’ll stop here as you can learn more about erxes along with your journey with us. I hope it helped you to make up your mind, and you should be ready to start your erxes experience!

Marketplace

Your next step would be going to erxes the Marketplace to choose the plugins of your choice.

erxes Marketplace is where you can learn about all of the plugins erxes provides and how they can help you to create your unique experience.

Plugins are the features that can work independently to fulfill the particular purpose of enterprises/developers, such as sales pipeline, delivery, etc. We have 30+ plugins available on our marketplace right now, and more plugins will be added daily.

The plugins are divided into the following categories:

• Plugins the features that can work independently to fulfill a particular purpose.
• Add-ons are the sub-features/integrations that can work with plugins to enhance their experience.
• Services include all services related to creating your unique experiences with erxes.
• Power-up is the boost to power up plugins. The most of the power-ups applied for SaaS clients as we set the certian use limits for some of the plugins require extra data regarding its usage.

Each plugin available at Marketplace has;

• dependent plugins, which can not work without them,
• additional plugins that can work to bring out better experiences.

This will allow you to create your unique experiences using the plugins you need. With this informaiton, lists of the plugins work together to fullfil the certion needs as well as additional plugins to create even better experiences. You will see many use cases of each plugin that can help you learn what you can do with a combination of different plugins here.

When you get access to the Marketplace from organizations in different versions, there will be the slight difference regarding the actions can be taken by you, which are:

• Self-hosted version You can install the plugins straight from each plugin.
• SaaS version You'll have new category on the Marketplace called "power-up", which apply for the amount of uses for each plugins. On SaaS version, we provide limits on uses of each plugin purely related to the server pricing and capacity.

We will explain more about plugins further on this documentation, so please stay with us