CRM Gem Help Centre
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Learn how to use CRM Gem with practical guides, frequently asked questions, and troubleshooting articles.
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Popular articles
Create an account
Start and confirm your CRM Gem account.
Read guideSend or resend an invoice
Deliver an invoice with its PDF and selected files.
Read guideSupported PayPal currencies
Understand when customer PayPal payment is available.
Read guideFree plan
Review current Free limits and included features.
Read guideProfessional One-Time Setup
Review the optional USD 79 setup service.
Read guideEmail not received
Check common delivery issues before contacting support.
Read guideBrowse by topic
Help categories
Choose a category for practical steps, tips, common mistakes, and related guides.
Getting Started
Create your account, confirm your email, complete your profile, and prepare your first client and project.
View Getting StartedClients and Projects
Create, edit, and organize client and project records within your plan limits.
View Clients and ProjectsInvoices
Create, edit, send, resend, attach files, share links, and record invoice payments.
View InvoicesQuotations
Create, edit, send, attach files, and share quotations for customer review.
View QuotationsProposals
Build proposal sections, send and resend proposals, receive responses, and continue approved work.
View ProposalsRecurring Invoices
Configure Pro recurring invoice schedules, automatic generation, and optional automatic delivery.
View Recurring InvoicesPayments
Record payments, configure instructions, and understand customer PayPal invoice availability.
View PaymentsBranding and Documents
Configure brand colour, footer, numbering, PDFs, public links, and email attachments.
View Branding and DocumentsBilling and Plans
Compare Free, Pro Monthly, Pro Annual, plan limits, upgrades, and cancellation.
View Billing and PlansClient Portal
Use the implemented Pro Client Portal and troubleshoot customer access safely.
View Client PortalProfessional Setup
Understand the optional one-time service without confusing it with a CRM Gem subscription.
View Professional SetupAccount and Security
Sign in, confirm email, reset a password, update account details, and handle account requests safely.
View Account and SecurityTroubleshooting
Resolve common email, attachment, public link, PayPal, subscription, recurring, portal, and browser issues.
View TroubleshootingContact Support
Send a useful support request to the approved CRM Gem support address.
View Contact SupportNeed more help?
Find troubleshooting steps, learn how to report a bug, or contact the CRM Gem support team.
Contact SupportProfessional Setup
Review the optional USD 79 one-time service, delivery, setup-related support, and separate add-ons.
View Professional SetupNeed a website, automation, or technical support?
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