Where to go next

You now have CRM-NG installed and configured, with one client taken from first contact to a paid invoice. From here, switch on what your business needs next.

• Serve clients online

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  Publish the client portal, onboarding forms, lead forms and online booking on your website with Web Integration & Portals.

• Publish your documentation

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  Write staff, client and public articles in the Knowledge Base and publish collections under /docs/.

• Document client IT

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  Keep networks, passwords and runbooks per client in the Documentation Vault, encrypted at rest.

• Automate

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  Let Workflow rules assign tickets, send reminders and move records for you.

Before you invite the team

• Email arrives, sent from your own address (Email delivery)
• SPF and DKIM are published for your domain (Email delivery)
• Your timezone is a city, not a fixed offset (setup wizard)
• Two-step sign-in is required for administrators (Sign-in security)
• Your team members have their own sign-ins (Add your team)

Every screen, step by step

Using CRM-NG has a page for each screen and feature, grouped by area, from clients and tickets to HR, Accounting and Administration.