Moove Manual
Start with Foundation. Then choose the tracks relevant to your operations to set up, use and monitor each area. Times are estimates for reading and initial setup, not implementation guarantees.
Foundation
Company → Departments → Positions → Users → Access.
Team and organization
Employees, organization chart, account maintenance and module fields.
Sales
Customers → CRM → Catalog/Quotes → Customer service → Campaigns. Use only the modules relevant to your operations.
12 chapters
- Sales track — getting startedBeginner5min
- Customer Center and 360° viewBeginner10min
- CRM pipelines and stagesBeginner10min
- Product Catalog in QuotesBeginner10min
- Import a supplier catalogBeginner10min
- Quote templates, pricing and sendingBeginner10min
- Connect Email and use the inboxBeginner10min
- Email templates, lists and campaignsBeginner10min
- WhatsApp channels and customer serviceBeginner10min
- WhatsApp campaigns, tone of voice and NPSBeginner10min
- Mailing lists and distribution rulesBeginner10min
- Commission rules and reviewBeginner10min
Execution and knowledge
Tasks, projects, requests, files, documents and knowledge.
9 chapters
- Operations track — getting startedBeginner5min
- Tasks — assignees, statuses and deadlinesBeginner10min
- Organize a task sequenceBeginner10min
- Projects and reusable templatesBeginner10min
- Requests — form and approval workflowBeginner10min
- Drive — folders, access and trashBeginner10min
- Collaborative documentsBeginner10min
- Knowledge Base — bases and pagesBeginner10min
- SOPs — procedure, review and approvalBeginner10min
Communication and engagement
Feed, Rewards, Messages, Calendar and Forms.
People and HR
Onboarding, Time Tracking, Leave, evaluation, development and employee listening.
11 chapters
- HR track — getting startedBeginner5min
- Onboarding — templates, documents and approvalBeginner10min
- Time Tracking — employees, schedules and timesheetsBeginner10min
- Time Bank — regime, agreement and closingBeginner10min
- Leave — periods and requestsBeginner10min
- Evaluation — competencies, participants and resultsBeginner10min
- Feedback, 1:1 meetings and development plansBeginner10min
- Internal surveys — conduct and review resultsBeginner10min
- Profiler — questionnaire and results without AIBeginner10min
- Internal policies and complianceBeginner10min
- Ethics Channel — committees and follow-upBeginner10min
Planning and analysis
Identity → SWOT → BSC/indicators → Actions → Results and Dashboard.
7 chapters
- Strategy track — getting startedBeginner5min
- Organizational Identity — mission, vision and valuesBeginner10min
- SWOT matrix by yearBeginner10min
- BSC — perspectives and objectivesBeginner10min
- BSC indicators, targets and measurementsBeginner10min
- Strategic Actions and breakdownsBeginner10min
- Dashboards — creation, filters and sharingBeginner10min
Electronic Signature
Documents, templates, signatories and signature tracking.
Automations and AI
Prepare triggers, actions, dependencies and human review before activation.
9 chapters
- When to automate and how to verifyBeginner5min
- CRM automationsBeginner10min
- Task and Project automationsBeginner10min
- WhatsApp chatbots and automationsBeginner10min
- Email, Customer and BSC automationsBeginner10min
- Sales AI — analysis in the deal contextBeginner10min
- Meetings — import and analyze with AIBeginner10min
- Smart Actions — review suggestionsBeginner10min
- CRM API and external integrationsBeginner10min
Account, security and maintenance
Personal preferences, security, data, plan subscription and external AI.
12 chapters
- My Account and personal accessBeginner10min
- Security — IPs and exceptionsBeginner10min
- Privacy and responsible data useBeginner10min
- Review history and track changesBeginner10min
- Manage Data — import and exportBeginner10min
- Use and install on mobileBeginner10min
- Notification preferences and soundsBeginner10min
- Plan, usage and subscription managementBeginner10min
- External connections by moduleBeginner10min
- External AI — enable per userBeginner10min
- External AI — connect Claude or ChatGPTBeginner10min
- External AI — confirm and monitorBeginner10min