Getting started
Set up your workspace
Create a SUMit workspace, sign in, and review tenant settings before adding records.
- Workspace setup
- Tenant settings
- Sign in
Help center
Find the next useful step.
Search practical help topics for setting up SUMit, managing customers, creating invoices, and keeping daily CRM work organized.
Customers
Add customers and contacts
Start with customer records, then add the people you communicate with.
- Customer records
- Contact records
- Search
Accounting
Create and review invoices
Use invoice pages to create, edit, and review customer billing work.
- Invoices
- Accounts receivable
- Payments
Operations
Use time tracking and locations
Keep operational details connected to the CRM workflow where they are available.
- Time tracking
- Locations
- Notifications
Billing
Manage plan and billing settings
Review subscription-related settings and Stripe-powered billing flows.
- Plans
- Stripe billing
- Settings window
Troubleshooting
Contact support
Send a detailed support request when you need help with setup or product behavior.
- Contact form
- Email support
- Issue details
Still need a human?
Send the details through the contact form so support can route the request clearly.