Using CRM-NG¶
One page per screen and feature: what it is for, how to use it step by step, and what to check. Each page says which module it needs. Start with finding your way around if CRM-NG is new to you.
Start here¶
- Welcome to CRM-NG
- Software coverage and replacement planning
- Modules and feature availability
- First setup
- Finding your way around
- Application terms and everyday examples
Relationships and sales¶
- Client records
- Leads and conversion to clients
- Company records
- Tags, segments and custom fields
- Merging duplicates and linking related records
- Deals and sales forecasts
- Prospects and outreach lists
Products and suppliers¶
Billing and time¶
- Creating and managing estimates
- Invoices and outstanding balances
- Recording payments and using Stripe
- Recording and reviewing time
- Reviewing included service hours
Service desk¶
- Managing support tickets
- Replies, internal notes and team updates
- Linking and merging tickets
- Setting up service plans
- SLA calendars and response targets
- The client portal
Projects and delivery¶
- Creating and managing tasks
- Managing projects
- Project templates
- Planning and completing sprints
- Billing for project work
Forms and knowledge¶
- Document templates and signatures
- Client onboarding forms
- Building a public lead form
- Writing and maintaining knowledge-base articles
- Service Wizard and Service Explorer
Marketing and automation¶
- Creating and reviewing email campaigns
- Lead Intelligence and visitor activity
- Online booking and staff calendars
- Email delivery and notifications
- Receiving support requests by email
- Classic workflow rules
- Using the visual Workflow Builder
- Workflow schedules, runs and webhooks
- Workflow triggers, conditions and actions
- Workflow vocabulary
- Alpha / Beta Feedback and surveys
Human resources¶
- Setting up Human Resources
- Adding and maintaining employee records
- Departments, teams and the organization chart
- Leave types, allowances and requests
- Reviewing requests and approval routing
- Recording and correcting attendance
- Performance reviews, skills, training and HR notes
- Employee documents and announcements
- Recruitment and the handoff to onboarding
- Employee self-service
- HR reports and exports
Accounting¶
- Setting up Accounting
- Sales, receivables and shared contacts
- Purchases, supplier bills and recurring costs
- Employee reimbursements
- Bank imports and reconciliation
- Accounts, opening balances and journals
- Currency, tax, inventory and closing dates
- Financial reports and the accountant export
Administration¶
- Login security and MFA
- Account lockouts, bans and recovery
- Staff roles and permissions
- Activity and record history
- Settings directory
- Integrations, shortcodes and extension points
- Files, demonstration data and updates
- Troubleshooting common problems
About this section¶
The screenshots show Catalyst Group production on 28 October 2026 (core 4.4.105, Pro 4.8.13, release 4.7.1) in the Modern look, at 2880 × 1800; some records are demonstration data. Workflow Builder is beta and Service Explorer is pre-release; Booking Hub was inactive when the settings were checked.