Excellia · Project owner, management or business lead
Start a project with Excellia
Prepare the first conversation, agree the scope and organise reviews with your team.
Read the guide →Help and documentation
Find a guide to get started, understand a task or resolve a problem.
34 guides available
Excellia · Users of Excellia services, Kids and CRM
Request help and report an issue
Give Excellia the information needed to understand a problem while keeping your data out of the report.
Read the guide →Excellia · Excellia customers, CRM users and parents using Kids
Create a ticket and follow its resolution
Find your requests, read Excellia’s replies and continue the conversation in one place.
Read the guide →Excellia · Visitors, parents, CRM users and business owners
Understand your workspace and protect your data
Distinguish the website, Kids, a CRM trial and a business workspace before entering information.
Read the guide →Excellia · Business leads, project owners and users
Practical project preparation and review templates
Five reusable CSV files for defining needs, preparing data and recording checks.
Read the guide →Excellia · Visitors exploring data, automation or CRM
Use the digital watch and interactive examples
Explore the website examples and understand what their results can actually tell you.
Read the guide →Excellia · All visitors
Excellia terminology in plain language
Practical definitions to understand the services, ask questions and follow the guides.
Read the guide →Excellia · Young learners, parents and organisations supporting learners
Prepare for Youth Digital Academy
Choose a field, explain your starting point and confirm arrangements before enrolling.
Read the guide →Excellia · Journalists, partners and investor contacts
Press, partnerships and investor information
Find public information and prepare a clear request to Excellia.
Read the guide →Excellia Kids · Parents and carers discovering Excellia Kids.
Prepare your first family session
A short path from the parent account to the first lesson, with a check that your child’s work is saved.
Read the guide →Excellia CRM · New users and project leads
Get started with Excellia CRM
Choose your path: explore the demo, try the CRM for 30 days or join your company.
Read the guide →Excellia CRM · Anyone evaluating the CRM
Your first trial in 30 minutes
Test a complete workflow from customer to payment, then find it again on Android.
Read the guide →Excellia CRM · Business leaders, project leads and IT contacts
Prepare your company’s rollout
Bring together the data, roles and scenarios needed for a controlled start.
Read the guide →Excellia CRM · Users of a company already using Excellia CRM
Join your company and access your account
Understand company codes, sign-in and the difference from a personal trial.
Read the guide →Excellia CRM · Android users and device administrators
Install and update the Android app
Download the official APK, install it and retain existing operations when updating.
Read the guide →Excellia CRM · Android users, supervisors and administrators
Synchronisation, connectivity and offline work
Understand what remains on the phone, what reaches the server and which precautions to take.
Read the guide →Excellia CRM · Trial users and evaluation leads
Export data and prepare for the end of your trial
Keep your test data and understand what happens when the 30-day period ends.
Read the guide →Excellia CRM · All CRM users
Solve common problems
Follow a simple diagnosis before contacting your administrator or Excellia.
Read the guide →Excellia Kids · The parent or adult responsible for the family account.
Manage the parent account and recover access
Understand parent login, complete your profile and find help with email or password problems.
Read the guide →Excellia CRM · Salespeople in a company workspace
A salesperson’s working day
Prepare your route, complete visits and check that your operations reach the server.
Read the guide →Excellia CRM · Supervisors and sales managers
The supervisor’s guide
Read activity, review operations and resolve discrepancies with your team.
Read the guide →Excellia CRM · Company administrators and deployment leads
Manage access and reference data
Organise accounts, reference records and changes without disrupting daily work.
Read the guide →Excellia CRM · Salespeople, supervisors and trial users
Understand orders, payments, returns and stock
Separate operations, business states and their effects to avoid duplicate entries.
Read the guide →Excellia CRM · CRM administrators and leads
Manage customer tickets in Excellia CRM
Record a customer request, assign its follow-up and keep exchanges together until resolution in the correct company workspace.
Read the guide →Excellia Kids · Parents preparing a child’s independent access.
Child login: username and four-digit PIN
Find the username, change a forgotten PIN and open the right learning path without sharing parent credentials.
Read the guide →Excellia CRM · Android users, supervisors and administrators
Android versions and CRM updates
Find the current release, understand its changes and plan your team’s updates.
Read the guide →Excellia CRM · Business leads, administrators and integration teams
Data migration and integrations: define your needs
Scope exchanges between the CRM and other tools before starting development.
Read the guide →Excellia Kids · Parents and children already signed in to a profile.
Understand learning paths, quizzes and progress
Read module statuses, complete an activity and use rewards as learning markers.
Read the guide →Excellia Kids · The parent responsible for Kids subscriptions.
Kids trial, subscriptions and payments
Check each child’s access, pay for the right profile and handle a pending payment without unnecessarily repeating it.
Read the guide →Excellia Kids · Parents and children using drawing activities.
Drawings, the gallery and creation visibility
Understand the difference between work in an activity, submission and parent approval before a drawing enters the gallery.
Read the guide →Excellia Kids · Children; younger learners can read this guide with an adult.
Your guide to learning with Kids
Sign in, try an activity, ask for help and keep your information private.
Read the guide →Excellia Kids · Parents preparing a computer, tablet or phone.
Prepare your device and solve display problems
Choose equipment for the activity, check the connection and prepare a useful support request.
Read the guide →Excellia Kids · Parents and adults responsible for Kids use.
Support your child and manage shared information
Practical guidance on credentials, creations, the leaderboard, certificates and requests about data.
Read the guide →Excellia Kids · Parents, learners and people checking an Excellia Kids document.
Get, print and verify a Kids certificate
Distinguish a module certificate from path completion, verify the identifier and share the document thoughtfully.
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