Clear, step-by-step how-tos for getting the most out of CRMit. Search for a task or browse by area below.
Set up your company, learn the basics and get productive fast.
4 guidesAdd and manage the businesses you work with and the people inside them.
6 guidesQuotes, opportunities, orders and leads, from first enquiry to won deal.
5 guidesRaise invoices, send them, and keep track of what you are owed.
7 guidesConnect your bank, pull in transactions and reconcile them.
2 guidesPlan work, assign your team, track time and turn jobs into invoices.
9 guidesRecord supplier bills, raise purchase orders and manage vendors.
5 guidesBuild your product and service catalogue and manage contracts.
6 guidesManage your team, leave, timesheets and pay runs.
4 guidesConfigure company settings, automations, forms and documents.
5 guidesSee how your business is doing with dashboards and reports.
5 guidesManage your shared inbox, messages and calls without leaving CRMit.
4 guidesWin and keep customers with email, social and reviews.
7 guidesSell in person and online with POS and your online store.
4 guidesReward repeat custom with loyalty points and vouchers.
5 guidesPlan routes, dispatch your team and see where they are.
5 guidesKeep track of your equipment and vehicles.
3 guidesStay on top of VAT, HMRC and year-end.
3 guidesAdd a new customer with their address, contact details and billing settings.
Customers · 4 min readLink a contact person to a customer, with their emails and phone numbers.
Customers · 3 min readBuild an invoice with line items and VAT, then send it to your customer.
Invoicing · 5 min readSend a professional quote and convert it to an invoice when it is accepted.
Sales · 4 min readPlan a piece of work, assign your team, add tasks and track it to completion.
Jobs · 5 min readNo guides match that search yet. Try a different term, or contact our team.
Our team is happy to help. Get in touch and we will point you in the right direction.