Mango9
Mango9

Getting Started with Mango9

Overview

Mango9 is an all-in-one CRM, telephony, messaging, and appointment-selling platform designed for lead sellers, appointment setters, agencies, and creators.

It combines phone numbers, call routing, SMS, inbox management, lead and client databases, campaigns, reporting, and APIs in one unified dashboard. This comprehensive platform enables you to manage your entire customer communication lifecycle from acquisition to conversion.

This guide explains each section of the Mango9 platform, how it works, and how users should operate it from day one. Whether you're setting up your first phone number or building complex call routing workflows, you'll find detailed instructions for every feature.

Quick Setup Guide

To make the system work, follow these essential setup steps in order:

1

Add a Phone Number

Required

Purchase and add a phone number to your account. This will be your primary contact number for incoming and outgoing calls.

2

Add Agents

Required

Add agents who can be your employees or clients. Agents have a simplified dashboard and operate within the same ecosystem. You can login as an agent and view their accounts just like you login to yours from the account list view in the Manage Users section.

3

Create Extensions

Required

Add extensions for your users starting with 100, 101, 102, etc. Each extension represents a user or department in your organization.

4

Set Caller ID

Required

Select the phone number you purchased as the caller ID for outgoing calls. This ensures recipients see your business number.

5

Connect Mango9 Softphone

Required

Download and install the Mango9 softphone app. Available for desktop (Windows, Mac, Linux) and mobile (iOS, Android). The cross-platform apps allow you to make and receive calls from any device.

6

Explore Advanced Features

Optional

Once set up, explore advanced PBX and call center features including IVR menus, call routing, queues, recording, conferences, and more. These features help you build a professional business phone system.

What's Next?

After completing the setup, you can explore the comprehensive features available in Mango9:

  • Check your Dashboard for system overview and key metrics
  • Set up Voice Features like IVR menus, call routing, and voicemail
  • Configure Calendar for scheduling appointments and events
  • Manage Users to control access and permissions
  • Review Stats & Reports to analyze your communication data