Build a strong foundation

Getting Started

Set up your account, business profile, branding, first client, and first project.

Overview

Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.

Create your account

Register securely and prepare your CRM Gem workspace.

Verify your email

Confirm your address and resolve missing verification messages.

Complete your business profile

Add the company details used throughout CRM Gem.

Configure branding

Choose brand colours and document presentation settings.

Choose Free or Pro

Understand plan limits and decide when to upgrade.

Create your first client

Add the customer record that connects your work.

Create your first project

Organize delivery and documents around a project.

Step-by-step

  1. 1

    Create and verify your account

    Register with an email you monitor, then open the verification message before signing in.

  2. 2

    Complete your business profile

    Open Settings and add your business name, contact information, currency, and billing details.

  3. 3

    Add your visual identity

    Upload a high-quality logo and select a readable brand colour for client-facing documents.

  4. 4

    Create a client and project

    Add your first client, then create a project so documents and activity stay connected.

  5. 5

    Review your plan

    Start with Free or sign in and upgrade to Pro when you need higher limits and advanced workflows.

Helpful tips

  • Use a shared business inbox if more than one person handles billing.
  • Prepare your logo as a clear PNG before starting.
  • Create a test client first if you want to explore without using real customer data.

Common mistakes

  • • Using incomplete business details that later appear on invoices.
  • • Creating documents before confirming the correct currency.
  • • Uploading a low-resolution or tightly cropped logo.

Frequently asked questions

Do I need a credit card to start?

No. You can create a Free account without entering card details.

Can I change my branding later?

Yes. Update your logo and brand settings whenever your business identity changes.

What should I create first?

Complete your business profile, then create a client and a project before preparing your first document.

Related guides

Clients

Add, update, search, and maintain accurate client records.

Projects

Create projects, update progress, and keep related documents easy to find.

Documents

Work with invoices, quotations, proposals, payments, PDFs, reminders, and recurring invoices.

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