Getting Started with CRM.COM

Welcome to CRM.COM! CRM.COM is a Tier 1 grade, polymorphic software, offering innovative solutions for your subscription management and billing, easy to set-up and flexible to meet the needs of any recurring billing operator as well as cutting-edge Rewards solutions, allowing you to create original and flexible offers and award individual or group of customers with conditional cashback in their private wallets.

While CRM.COM knowledge base provides detailed manuals for each available module in the system, the Getting Started with CRM.COM guides aim to assist you quickly set-up the system based on your own business model, focusing only on the related areas and avoid pointless hours of reading and useless configuration.

We have created for you 5 Getting Started Guides, each of which focuses on a specific area.
Our Getting Started guides, allow you to either configure only the absolutely necessary modules to just get you started, or configure the system in a way that you will utilise its maximum potential.
To achieve this, in each of the Getting Started guides, check the related table under each module. For the minimum required configuration check the modules defined as mandatory while for full configuration check all modules.

Now fold up your sleeves, click on your guide and get started!

No matter what your line of business is, start by working with the Getting Started with CRM.COM guide, and then move to the Getting Started Guide of your interest.

Via the Getting Started with CRM.COM guide you will find out, how to:

Set up your Organisational Structure in CRM.COM using Network Management
Set up security access and restrictions using Security Management
Create your users using Users Management
Set up the system related to system functionality
Log in and out of the system
Navigate through the system
Use the different types of CRM.COM screens
Use the Communication Centre