Sign up and sign in¶
Your CRM-NG workspace is ready a few seconds after you sign up. There is nothing to install: it runs in your browser, at an address of your own.
1. Sign up¶
- Open the sign-up page on crmng.co.
- Fill in the form:
- Your workspace address: the first part of your workspace's web address, for example
acmeforacme.u.crmng.co. The form tells you straight away whether it is free. - First name, Last name, Work email and Company.
- Choose a username and Choose a password (at least 10 characters). You will sign in with these.
- Beta code, while the beta asks for one: use the code from your invitation.
- Your workspace address: the first part of your workspace's web address, for example
- Tick that you agree to the beta terms and press Create my workspace. The page ticks through the steps as your workspace is prepared; it takes a few seconds.
- Press Open your workspace. You are signed in and the setup wizard opens.
During the beta
CRM-NG Cloud is in beta: things may change, and a workspace nobody signs in to is removed after 7 days.
2. Sign in next time¶
Open your workspace address in any browser and sign in with your username or email and your password. A wrong password brings you back to the sign-in page with a message; Forgot your password? sends a reset link to your email.
Once signed in you land in your workspace: the dashboard, or the setup wizard if it is not finished yet.
Your account number¶
Every workspace has a 20-digit account number, shown in groups of four. You will find it under Settings → Company Info and Help & Support. Quote it when you contact us; it identifies your workspace without anyone needing your password.
Add your team¶
With the HR module, each person you add under HR → Employees → + Employee gets their own sign-in: enter their name and email, choose what they can open (from their own HR self-service only, up to the whole CRM), and tick Email them a link to set their password. You can change their access at any time from their profile.
No HR module?
Ask us through Help & Support and we will add your team members for you.
Next: the setup wizard.