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Getting started with CRMconnect

This page walks through logging in, the admin layout, and the navigation patterns that repeat across every module.

1. Log in

Open https://your-domain.tld/admin (e.g. https://demo.crmconnect.io/admin) and sign in with your staff credentials. If you don't have an account yet, ask your administrator to create one in Staff → Add staff.

If two-factor authentication (2FA) is enabled on your account, you'll be prompted for a TOTP code from your authenticator app after entering your password.

2. The admin layout

CRMconnect dashboard

The admin is split into three regions:

  • Left sidebar — primary navigation. Modules are grouped (CRM, Sales, Operations, etc.). Click a top-level item to expand its sub-modules.
  • Top bar — global search, notifications, language switcher, the create-anything + menu, and your profile dropdown.
  • Main area — the content of the current screen: a dashboard, a list view, a record detail, or a form.

3. Common UI patterns

Every module uses the same conventions, so once you've learned one, the rest follow:

  • List view — a table with search, column filters, sort, pagination. Click a row to open the detail view.
  • Tabs at the top — quick filters by status (e.g. invoices: Drafts / Sent / Paid / Overdue).
  • Toolbar buttons — bulk actions (export, import, delete) and the primary Add new action.
  • Detail view — a single record's full data, often split into tabs (Overview, Activity, Files, Notes, Related).
  • Inline edit / forms — most fields can be edited inline; complex edits open a dedicated form page.
  • Audit log / activity — every record carries a chronological log of changes and comments.

4. The first 10 minutes

We recommend new admins do these in order before customising:

  1. Settings → General Settings — set company name, address, fiscal info, and default currency.
  2. Settings → Custom Fields — add any business-specific fields you need on clients/leads/invoices.
  3. HR & Workforce → Staff — invite the team and assign roles.
  4. Finance → Taxes / Payment Modes / Currencies — configure VAT rates and the payment methods you accept.
  5. Sales & Billing → Items — load your product/service catalog (or import from Excel).
  6. CRM → Clients — import existing customers (or start adding manually).
  7. Sales & Billing → Invoices — issue your first invoice end-to-end to validate the setup.

5. Where to go next