Eden Portal
One login that opens every Eden module. This is the customer experience.
Staff engine: Eden (Stay Elite)
Staff training · Phase 0
Eden tools — official training
Learn each Eden module the customer sees. Links below go to official upstream docs and video until Eden-recorded tutorials ship. On calls and the public site, use Eden names only — never the engine names in the fine print.
Platform
One login
Core office
CRM, inbox, schedule, jobs, meetings
CRM & Pipeline
People, companies, opportunities, and follow-up in one CRM.
Staff engine: Twenty
Start here
Docs & video
Unified Inbox
Email, chat, and team conversations in one inbox.
Staff engine: Chatwoot
Start here
Docs & video
Scheduling
Book inspections and appointments with real availability.
Staff engines: Cal.diy for individual booking pages and calendar integrations; Eden Scheduling for company calendars, team capacity, assignment, and routing
Start here
Job Ops
Work orders, assets, and preventive maintenance for crews, trucks, and equipment.
Staff engine: Atlas CMMS
Start here
Docs & video
Meetings
Browser video calls for estimates, walkthroughs, and team huddles — no app install for the customer.
Staff engine: Jitsi Meet
Start here
Docs & video
Growth
Social, chat marketing, trends, campaigns, forms
Social Media
Schedule and publish posts across Facebook, Instagram, LinkedIn, X, TikTok, YouTube, and more from one calendar.
Staff engine: Postiz (PAHS-tiz)
Start here
Docs, GitHub & video
Chat Marketing
WhatsApp, Messenger, Instagram, Telegram chatbots and broadcasts.
Staff engine: ChatbotX (Community — free self-host)
Start here
Docs & video
Trend Research
Short-form trend intel across TikTok, YouTube, Instagram, and Meta Ads — Zion / self-host when this module ships. Paid Virlo is not in use.
Staff engine: later (self-host on Zion)
Marketing Automation
Email campaigns and nurture sequences — not social publishing.
Staff engine: Mautic
Start here
Video
Forms & Surveys
Lead capture and customer feedback forms.
Staff engine: Formbricks
Start here
Video
Operations
Documents, signatures, knowledge, passwords
Document Vault
Store contracts, photos, and job paperwork with search.
Staff engine: Paperless-ngx
E-Signatures
Send and track signed agreements.
Staff engine: Documenso
Knowledge Base
SOPs, training, and team playbooks organised as shelves, books, chapters, and pages.
Staff engine: BookStack
Start here
Docs & video
Password Vault
Shared team logins in one encrypted vault — no sticky notes and no shared spreadsheet.
Staff engine: Vaultwarden (Bitwarden-compatible)
Start here
Docs & video
Intelligence & finance
Dashboards, site traffic, accounting
Business Intelligence
Dashboards and questions over office data.
Staff engine: Metabase
Start here
Video
Site Analytics
Privacy-friendly website traffic insights — no cookie banner and no data resale.
Staff engine: Umami
Start here
Docs & GitHub
Accounting
Invoices, job costing, and books. Customers hear Accounting or Books — not the engine name.
Staff engine: ERPNext
Catalog SSOT: backend_aggregator staff-training catalog (2026-09-02). Phase 0 links official upstream material. Phase 1 adds Eden-recorded walkthroughs. Customers only hear Eden module names on calls and the public site.