Welcome to Harmonia
The open, modern CRM platform for agencies, brokers, coaches, and service businesses.
Harmonia is a full-stack CRM that replaces the bloat of legacy platforms with a faster, more ownable alternative. It runs your contacts, conversations, pipelines, calendars, campaigns, automations, and integrations — under one roof, on infrastructure you can audit.
These docs cover what the product does today, how the moving pieces fit together, and the admin levers available to org owners. They're written for the team actually using Harmonia day-to-day, not for sales decks.
What's in here
- Getting started. A short orientation if you've just signed in for the first time.
- Concepts. How the core objects relate — contacts, companies, opportunities, submissions, pipelines, and the unified inbox.
- Integrations. The marketplace, the Atlas Minds Suite, and connector-specific setup guides.
- Admin. Owner-only settings: module visibility, white-label branding, users and roles.
- Changelog. What shipped, when, and the page in these docs that explains it.
Two ways to read these docs
Most of these pages are short — under 400 words — and structured around a single concept. Skim the section headings on the left first, then dive into whichever page is closest to what you're trying to do.
If you're brand-new to Harmonia, start with Getting Started and walk forward from there. If you're integrating with another tool, jump straight to Integrations.
Help us keep these honest
Every shipped feature should have a doc page that matches reality. If something in here looks stale, or you can't find the page you need, that's a bug — let us know and we'll fix it. The Changelog is the audit trail for everything we've added since launch.