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intrebit CRM

Troubleshooting

Login & Authentication

Section titled “Login & Authentication”

I can’t log in

Section titled “I can’t log in”
  • Double-check your username and password (passwords are case-sensitive)
  • Clear your browser cookies and try again
  • If you have 2FA enabled, make sure your authenticator app’s time is synced
  • Ask your admin to reset your password if needed

I’m logged out unexpectedly

Section titled “I’m logged out unexpectedly”
  • Sessions expire after a period of inactivity
  • If your admin changed your password, all existing sessions are invalidated
  • Check if your browser is blocking cookies (the CRM uses cookies for authentication)

2FA code isn’t working

Section titled “2FA code isn’t working”
  • Make sure the code hasn’t expired (codes change every 30 seconds)
  • Check that your phone’s clock is accurate (Settings > Date & Time > Set Automatically)
  • Try the next code that appears in your authenticator app

Email

Section titled “Email”

Emails aren’t sending

Section titled “Emails aren’t sending”
  • Verify SMTP is configured correctly in Settings > Email
  • Check that the SMTP host, port, username, and password are correct
  • For Gmail: you need an App Password, not your regular password
  • Check your email provider’s sending limits

Invoice emails going to spam

Section titled “Invoice emails going to spam”
  • Use a professional email address (not @gmail.com for business emails)
  • Set up SPF and DKIM records for your domain
  • Keep email content professional and avoid spam trigger words

Data

Section titled “Data”

My CSV import failed

Section titled “My CSV import failed”
  • Check that the first row has headers: name, email, phone, company, notes
  • Every row must have an email field (it’s required)
  • File must be under 5 MB
  • Make sure the file is UTF-8 encoded (most spreadsheet apps export this by default)

I accidentally deleted something

Section titled “I accidentally deleted something”
  • Check the Audit Log to see what was deleted and when
  • Unfortunately, deleted records cannot be restored. Use the Data Export feature regularly as a backup

Data looks wrong after import

Section titled “Data looks wrong after import”
  • Re-import using the “Update existing” mode to overwrite with correct data
  • Check for encoding issues (special characters appearing as garbled text)

Display

Section titled “Display”

Page looks broken or unstyled

Section titled “Page looks broken or unstyled”
  • Hard refresh your browser: Cmd+Shift+R (Mac) or Ctrl+Shift+R (Windows)
  • Clear your browser cache
  • Try a different browser to rule out extensions

Charts or reports show no data

Section titled “Charts or reports show no data”
  • Make sure you have data for the selected time period
  • Check that deals have values set (revenue reports use deal values)
  • Verify invoices have correct issue dates and due dates

Performance

Section titled “Performance”

The app feels slow

Section titled “The app feels slow”
  • Check your internet connection
  • Clear browser cache and cookies
  • Close unused browser tabs (each tab uses memory)
  • Try a different browser

Search is slow

Section titled “Search is slow”
  • Contact search is server-side and may be slower with very large datasets
  • Other searches (deals, tasks) are client-side and should be instant

Browser Compatibility

Section titled “Browser Compatibility”
Section titled “Recommended browsers”
  • Chrome (latest)
  • Firefox (latest)
  • Safari (latest)
  • Edge (latest)

Known issues

Section titled “Known issues”
  • Brave browser’s Shields feature can block API requests — disable Shields for the CRM domain or use incognito mode
  • Very old browsers (IE, pre-2020 versions) are not supported

Still stuck?

Section titled “Still stuck?”

Email us at support@intrebit.com with:

  1. What you were trying to do
  2. What happened instead
  3. A screenshot if possible

We’ll get back to you within 24 hours.