First Steps

After signing up, you’ll be guided through a quick setup wizard. Here’s what to expect.

1. Complete the onboarding wizard

The wizard walks you through:

1. Company profile — your business name, email, phone, and address
2. Invoice defaults — VAT rate, currency, and invoice numbering
3. Your first contact — add a client or lead to get started
4. Your first deal — create a deal to see the pipeline in action

You can skip any step and come back to it later in Settings.

2. Explore the sidebar

The left sidebar is your main navigation:

Section	What it’s for
Dashboard	Overview of your business at a glance
Deals	Your sales pipeline
Contacts	All your clients and leads
Tasks	To-dos and follow-ups
Reminders	Time-based alerts
Bookings	Appointments and meetings
Invoices	Billing and payments
Reports	Business performance data
Settings	Company profile, email, team management

3. Add your data

The fastest way to get value from the CRM:

1. Import contacts — go to Contacts and click the import button to upload a CSV
2. Create a deal — attach it to a contact and set the stage
3. Send your first invoice — create one from the Invoices page

Tips

• Use the search bar at the top of any page to quickly find contacts, deals, or invoices
• The notification bell in the sidebar shows important updates
• Switch between light and dark mode in Settings > Appearance