Help centre
How ValueRamp works, screen by screen
Short guides with real screenshots, written for the person doing the job. Pick a category, or jump to the role you play.
Getting started
Sign in, find your way around, and get to the screen you need.
Your role
One guide per role — what the product expects of you, and where you do it.
Accounts & plans
Customer accounts, their context, and the plans, tasks and milestones that move them.
Communications
The signals that come in from customers, and the messages that go out.
Integrations
Connecting the tools your team already uses — one guide per integration.
Former customers & win-back
Working the accounts that left, and the people who moved on.
Finance
Collections, payments, and the revenue record.
Settings & administration
Workspace-wide settings, your team, and your own details.
The customer portal
Written for your customers — what they see and what they can do.
How do I…
The common jobs, start to finish, across screens.