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

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:

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

Tip

Complete steps 1–4 before inviting staff members. Missing tax or currency settings can cause invoices and orders to carry incorrect values that are hard to bulk-correct later.

Warning

Do not skip Settings → General Settings before issuing any document. The company legal name and fiscal code are stamped onto invoices at creation time — changing them later does not retroactively update previously issued documents.

5. Where to go next

Browse the full module index
API reference — for programmatic access