Getting started¶
This guide takes you from signing up to a working CRM: set up for your business, with one real client taken all the way from first contact to a paid invoice. It explains what each screen does and why, so you can make the right choices for your business rather than just clicking Next.
How this guide is organised¶
| Step | Page | You will have |
|---|---|---|
| 1 | Sign up and sign in | Your workspace, at an address of your own |
| 2 | The setup wizard | Your company details, starter set, timezone, rates and defaults |
| 3 | Your workspace | A feel for the menu, Today, search and your dashboard |
| 4 | Your first client and company | A real client record with notes and tasks |
| 5 | Deals, estimates and invoices | A deal on the board, an estimate, and the invoice it became |
| 6 | Tickets and time | A ticket worked, timed and closed |
| 7 | Email delivery | Mail that arrives, sent from your own address |
| 8 | Sign-in security | Passkeys or two-step sign-in for your team |
Hosting CRM-NG on your own server instead? Start with the self-hosted edition, then come back here at step 2.
Conventions used here¶
- Menu paths are written with arrows: Settings → Modules.
- Screenshots show CRM-NG Live, your workspace.
- Boxes mark what matters:
Note
Background that helps you understand a step.
Tip
A faster or better way to do something.
Warning
Something that can cost you data, money or access if you get it wrong.
Practise first, if you prefer
Settings → Demo Data loads a marked demonstration set for each area and later removes only what it loaded. Your own records are never touched.