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🚀
Getting Started
Learn the basics of SUMit CRM
- Setting up your account
- Adding your first customer
- Creating your first invoice
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👥
Account Management
Manage customers and contacts
- Adding customer details
- Viewing account history
- Managing contact information
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📄
Invoicing
Create and manage invoices
- Creating invoices
- Customizing invoice templates
- Payment tracking
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📊
Reports & Analytics
Understand your business data
- Revenue reports
- Customer insights
- Payment tracking
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Popular Articles
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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 Still need help?
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