Empower customers to find information with

CrmOne Knowledge Base System

Get self-service with CrmOne’s Knowledge base system. Simplify support, reduce team load, and empower your sales and marketing team. Give quick answers with a searchable repository. Integrate with CrmOne for consistent customer touchpoints. Customize to your brand and customer. Use analytics to optimize content and eliminate repeat questions so your team can focus on essential tasks.

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4,000+ companies already growing

Key Features of the CrmOne Knowledge Base System

Enable customers to find help easily.

Add new articles

Simplify managing your knowledge base with our article creation portal. Add articles in seconds with a simple interface, and enter titles, tags, and content to keep your knowledge base up to date. Use advanced article properties to structure your knowledge base. Assign articles to specific hierarchies and categories, add tags, and optimize SEO within the portal so users can find what they need quickly. CrmOne makes content management smooth and easy. You can enter detailed SEO settings, customize article hierarchies, and control article properties.

Efficient Tagging System

SEO Optimization Tools

User-Friendly Article Editor

Editing Articles

Our knowledge base portal makes editing articles easy. The simple interface lets you update article titles, content, and SEO settings. Easily manage your articles by selecting the right hierarchy and adding tags. This keeps your knowledge base tidy and allows users to find information quickly. Preview your real-time changes to see what your content will look like to users before you publish. Make content more findable by adding tags to each article. This tagging system makes search and retrieval easy and a better user experience.

Article Management

Real-Time Preview

Effortless search and retrieval

Add folders

Add new folders by simply inputting the folder name and description. Organize your knowledge base with tailored hierarchies to fit your team’s workflow. Control access with visibility options, ensuring folders are only accessible to the right audience. Manage article order within each folder manually to prioritize content for users. Enjoy real-time updates for a dynamic management system. Well-defined folders and clear hierarchies enhance user navigation, increasing satisfaction and engagement.

Create new category

Easily create new categories to keep your knowledge base well-structured. Create categories with names, descriptions, and custom images for clear navigation—nest categories for a logical, navigable knowledge base. Set visibility to control if categories are accessible to all users or specific groups. Organize articles within well-defined categories for easy information access. The “Add Category” feature offers simple input fields and controls. Use custom images and detailed descriptions to keep your knowledge base related to the brand.

Structured Organization

Clear navigation

Control Access

Draft Management

Our Draf Management feature allows instant preview and editing, showing how content will look before publishing. View all details in one place, including title, content, author, created date, and version history. Easily navigate the article hierarchy to keep everything organized. Manage multiple versions, track changes, and revert to previous drafts as needed. The clean design ensures seamless content management for both new and edited articles. Assign tags directly from the view page for easy organization and improved user searchability.

Preview and Edit Drafts

Content Discoverability

history panel tracks

Manage knowledge base

Manage your knowledge base by summarizing article titles, authors’ created dates, and live/draft status. The categories and folders panel help you find and manage articles quickly. See the status of each article, which ones are ready to publish or edit, and get real-time updates on any changes made. The search bar at the top allows you to jump to a specific article and have a detailed view of all the information in one place. Customize the number of rows per page and organize your knowledge base by assigning articles to categories and folders for easy navigation.

Reduce Support Load and Customize Your Knowledge Base to your Brand

Achieve Seamless Support with CrmOne Integration

Customer Self Service

Customers can find answers fast, so your support team doesn’t have to—a searchable knowledge base for common questions.

Operational Efficiency

Fewer repeat questions, so your support team can focus on the critical task—consistent information for customer interactions.

CRM Integration

Integrate with your existing CrmOne system for a single support experience—consistency across all touchpoints.

Customer Satisfaction

Answers instantly so the customer experience improves. Customer satisfaction and loyalty increase with self-service options.

Businesses that Simplify their support with Knowledge Base

80%

Improves in Faster Resolution Times

60%

Reduction in repetitive Support Tickets

70%

Increase in Customer Satisfaction

FAQ’s

What is the CrmOne Knowledge Base System?

The CrmOne Knowledge Base System is a self-service platform that allows customers to find information quickly. By providing a searchable repository of information, it simplifies support, reduces team load, and empowers sales and marketing teams.

How can I add new articles to the CrmOne Knowledge Base?

Adding new articles is simple with the CrmOne article creation portal. You can quickly enter titles, tags, and content to keep your knowledge base up-to-date. Advanced properties allow you to assign articles to specific hierarchies and categories, optimize for SEO, and ensure content is easily discoverable.

What features does CrmOne offer for editing articles?

CrmOne offers an intuitive interface for editing articles. You can easily update titles, content, and SEO settings. The system lets you preview real-time changes and manage article properties to keep your knowledge base organized.

How do I organize my knowledge base using folders?

You can add new folders by entering the folder name and description. The system allows you to set up tailored hierarchies, control access with visibility options, and manage article orders within each folder. Real-time updates ensure dynamic content management.

Can I create categories in the CrmOne Knowledge Base?

Yes, creating categories is easy. You can input names, descriptions, and custom images for each category. Nesting categories within a structured hierarchy ensures straightforward navigation and easy information access.

How does the Draft Management feature work?

The Draft Management feature allows you to preview and edit drafts instantly. You can view the title, content, author, creation date, and version history. The system supports multiple versions, tracking changes and reverting to previous drafts if needed.

How does the CrmOne Knowledge Base improve customer support?

The Knowledge Base provides a self-service option for customers to find answers quickly, reducing the support team’s load. Fewer repetitive questions allow the support team to focus on critical tasks, ultimately improving operational efficiency and customer satisfaction.

Is the CrmOne Knowledge Base customizable?

Yes, you can customize the Knowledge Base to fit your brand. This includes adding custom images and detailed descriptions for categories, assigning articles to specific hierarchies, and optimizing content for search engines.

What are the benefits of integrating CrmOne Knowledge Base with CrmOne?

Integrating the Knowledge Base with CrmOne ensures consistency across all customer touchpoints. It creates a seamless support experience, provides customers with consistent information, and improves overall satisfaction.

Increased Sales. Strong Relationships.

Business Excellence.

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