The CRM-NG Guide

Run your whole client operation from one workspace

Clients, sales, support, projects, billing, documentation and your team, on one record per customer. This guide shows every screen, step by step.

Get started Browse every feature

Where would you like to start?

New here Getting started Sign up, run the setup wizard and take one client from first contact to a paid invoice.

Looking for a screen Using CRM-NG One page per screen and feature, grouped by area, with what to click and what to check.

Deciding How CRM-NG fits your work What it does for each part of a service business, and how the parts connect.

Everything a service business runs on

• Clients and companies

  Every person and organisation on one page, with their deals, tickets, invoices, documents and emails.

• Sales

  Leads, prospects, a deal board and estimates that become invoices in one click.

• Support

  Tickets from the portal or by email, service plans with response targets, and a timer that bills at the right rate.

• Projects

  Task lists, a board, a timeline, sprints and templates for the jobs you repeat.

• Billing and accounting

  Invoices on your letterhead, card payments, and books that update as payments arrive.

• Knowledge and documents

  Articles for staff, clients and the public, a document library with e-signature, and onboarding forms.

• HR

  Employees, time off, approvals, training, reviews and recruitment, with a self-service portal.

• Security and control

  Passkeys and two-step sign-in, roles and permissions, and one audit trail across everything.

Up and running in four steps

1. Sign upPick your workspace address. It is ready in seconds.
2. Run the setup wizardYour company, your kind of business, timezone and rates.
3. Add your first clientThen a deal, an estimate and the invoice it becomes.
4. Connect your emailOne click for Gmail or Microsoft 365, then invite your team.

Switch on what you need, when you need it. CRM-NG is a core with modules for each area of the business. Switching a module off never deletes its data; its screens step aside until you switch it on again. Editions and modules · A working day in CRM-NG · Prefer to host it yourself? Self-hosted edition