Getting started with CRM Pro
Getting Started · 3 views · 07 Nov 2026
Welcome to CRM Pro. This guide takes you from a new account to your first deal in the pipeline.
1. Create your account
Register from the pricing page or the login page. Every new account starts with a 3-day free trial of the Professional plan — no card needed.
2. Add your first lead
Go to Leads and click Add, or import a CSV file with your existing contacts. Leads, contacts and companies all link together, so one customer record holds the full story.
3. Work the deal board
Open Deals to see the Kanban board. Drag a deal between stages as it moves — the pipeline value updates automatically.
4. Try the 3-day free trial
Every new account starts with a 3-day free trial of the Professional plan — no card needed. Register with your own email and explore the full CRM.