Marie CRM Documentation

Build and operate with Marie.

Documentation for organisations, administrators and developers using Marie CRM as a multi-business operating platform.

Platform Guide

Understand Marie's organisational architecture.

API Reference

Explore the current API surface.

Support

Get help with implementation and access.

Platform architecture

Marie CRM organises an account using a hierarchical operating structure designed to support organisations with multiple business units and locations.

Platform
└── Tenant / Organisation
    └── Workspace / Business Unit
        └── Branch
            └── Teams & Users

Multi-tenancy

Business records are associated with organisational context so that users operate within the tenant, workspace and branch access assigned to them.

Businesses & workspaces

A workspace represents a business or operational unit within an organisation. Marie can support different business types within the same tenant.

Branches

Branches represent physical or operational locations belonging to a workspace. Users and operational data can be scoped to these locations.

Teams, users & access

Marie uses role-based access structures to control authority across tenant, workspace, branch and team contexts.

Core operations

Customers & CRM

Leads & Opportunities

Tasks

Activities

Documents

Teams & Staff

Reports

Communication

API

Marie exposes versioned API endpoints under /api/v1. The public developer page documents the currently available API surface.

View API Documentation

Authentication

API access is designed around authenticated application users and secure token-based access. Permissions and organisational context apply to protected resources.

Integrations

Marie's integration layer is designed to connect approved external business, communication and social platforms while maintaining tenant-level access control.