SUMit CRM

SUMit CRM

by The American Spreadsheet Company

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🚀

Getting Started

Learn the basics of SUMit CRM

  • Setting up your account
  • Adding your first customer
  • Creating your first invoice
  • View all →
👥

Account Management

Manage customers and contacts

  • Adding customer details
  • Viewing account history
  • Managing contact information
  • View all →
📄

Invoicing

Create and manage invoices

  • Creating invoices
  • Customizing invoice templates
  • Payment tracking
  • View all →
📊

Reports & Analytics

Understand your business data

  • Revenue reports
  • Customer insights
  • Payment tracking
  • View all →

Popular Articles

1
How to set up your first customer account
2
Understanding invoice statuses
3
Customizing your dashboard
4
Setting up payment reminders
5
Exporting customer data