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First setup

Configure the essentials and test a complete customer workflow before your team relies on it.

Needs: Administration

Settings → Modules is where administrators enable optional parts of CRM-NG and check their requirements.

Settings → Modules is where administrators enable optional parts of CRM-NG and check their requirements.

On CRM-NG Cloud your workspace is ready when you sign up (see Sign up and sign in); start here. Hosting CRM-NG yourself? Install it first: see the self-hosted edition.

Configure the application

Work through these areas in order. They establish the defaults that later records will use.

  1. In Company Info, enter the organization name and contact information that should appear on customer documents.
  2. In App View and Dashboard, choose the layout defaults and check them with a normal staff account.
  3. In License and Modules, enable the features needed for your first workflow. See module requirements.
  4. In Access and Security, set staff permissions and the intended MFA policy. Make sure affected users can enroll and recover access before enforcing a stricter policy.
  5. Configure Billing, Plans and SLA before preparing invoices or promising response times. Check rates, currency, included hours, business hours and holidays.
  6. Set up Email and Notifications, then send a controlled test message. Use one outbound mail connection.
  7. Set up the pages for your portal and forms, using the relevant shortcodes. Check the content and access before publishing them.
  8. Complete the setup for HR, Projects and Accounting before importing their records.

Test the setup with a small example

Create a clearly named demonstration company and contact. Capture a lead, convert it when appropriate, create a deal and estimate, open a ticket, record time and prepare a draft invoice. If Accounting is enabled, inspect the posting after the invoice becomes eligible. Test the client and employee portals with separate ordinary accounts.

Also test a scheduled action. Campaigns, recurring bills, calendar sync and workflows with waits depend on scheduled jobs actually running. Check the result after the due time.

If you test on a copy that blocks email and payments, remember those safeguards limit what it can prove; check real integrations again when you go live.