Getting Started with SUMit CRM

Welcome to SUMit CRM

SUMit CRM is designed to help small businesses manage their customer relationships more effectively. This guide will walk you through the basics of getting started.

Setting Up Your Account

First, you'll want to set up your business profile with your company information. This helps personalize the experience and ensures your invoices have the right details.

Adding Your First Customer

Navigate to the customers section and click "Add Customer". Fill in their contact information and any relevant notes about your relationship with them.

Creating Your First Invoice

Once you have customers in your system, you can easily create professional invoices directly from their customer profile.