Welcome to CRMit. This quick tour shows you the first things to set up so you can start winning customers, getting paid and running your business from one place. Work through the steps below in order and you will be up and running in no time.
Go to portal.crmit.app and sign in with your email address and password. If this is your first visit, use the invite link from your welcome email to set your password, then log in.
Down the left of the screen you will find the main menu. It groups every part of CRMit, from Customers and Quotes to Invoices, Jobs and Settings. Click a heading to expand it and reveal the pages inside.
Open Settings and add your company name, address and logo. These details flow through to your invoices, quotes and emails, so it is worth getting them right early.
Invite the people who will use CRMit with you. Add each team member so you can assign work to them and control what they can see.
Open Customers and create your first customer. Once a customer is in place, their details are ready every time you raise a quote, job or invoice for them.
With a customer added, create your first quote to win the work, or go straight to an invoice to bill for work already done. This is the quickest way to see CRMit in action end to end.
Tip: Use the search on any list page to jump straight to what you need, rather than scrolling. Type a name or reference and CRMit filters the list for you.
Now you have the basics, set your company up properly and get comfortable finding your way around.
Book a quick demo and we will walk you through your first steps in CRMit and get your first invoice out.