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CRM Gem Help Centre
Learn how to use CRM Gem with practical guides, frequently asked questions, and troubleshooting articles.
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Popular articles
Create your account
Set up and verify your CRM Gem account.
Read guideAdd a client
Create the customer record behind your work.
Read guideInvoices
Prepare and send your first professional invoice.
Read guidePublic document links
Share documents securely with customers.
Read guideWhat is Professional Setup?
See what expert configuration includes.
Read guideCannot log in
Resolve common account access problems.
Read guideBrowse by topic
Help categories
Choose a category for practical steps, tips, common mistakes, and related guides.
Getting Started
Set up your account, business profile, branding, first client, and first project.
View Getting StartedDocuments
Work with invoices, quotations, proposals, payments, PDFs, reminders, and recurring invoices.
View DocumentsBilling & Subscription
Compare Free and Pro, manage currency and payment methods, and handle your subscription.
View Billing & SubscriptionProfessional Setup
Understand the one-time setup service, delivery process, add-ons, support, and training.
View Professional SetupTroubleshooting
Work through login, email, reminder, payment, browser, and initial setup issues.
View TroubleshootingContact Support
Contact email support, request Professional Setup or training, report bugs, and suggest features.
View Contact SupportNeed more help?
Find troubleshooting steps, learn how to report a bug, or contact the CRM Gem support team.
Contact SupportProfessional Setup
Get CRM Gem configured for your branding, payments, numbering, reminders, and initial workflow.
View Professional Setup