Overview

What you can do here

• See how CRM & Sales, Support Desk, Advanced Projects, and Core Accounting fit together.
• Understand where to manage customers, projects, invoices, and reports.
• Plan your first setup steps and pick a learning path.
• Jump to the glossary when you meet a new term.

Before you start

• You need a staff account with access to CRM & Sales and Core Accounting menus.
• Confirm your company profile, currency, and timezone before creating records.
• Have at least one customer and staff profile available for demos.
• Review the glossary if you are new to ERP terms.

Step-by-step

1. Start with Getting Started to set up your tenant and basic settings.
2. Open the main navigation and review the primary modules: CRM & Sales, Support Desk, Advanced Projects, and Core Accounting.
3. Visit Dashboards & Reports to see the default widgets and KPIs.
4. Use the Navigation & Search page to learn where global search and filters appear.
5. Proceed to Account Setup to configure base settings.

Tips & Common mistakes

• Start with a small sample of customers and projects to learn the flow.
• Keep naming consistent across customers, projects, and invoices to simplify reporting.
• If a menu is missing, check your role permissions.

FAQ

Next steps