Getting started: sign-in and interface

How to create a company account, sign in, reset your password, and work with the menu, top bar, notifications and profile menu.

The CRM runs in the browser: you can sign in with the same account on a computer, tablet or phone. The company owner signs up and creates the company account, then invites employees. Employees only see the menu sections that their position has permission for and that are included in the company's plan.

Creating a company account (sign-up)

On the sign-in page, click the “Sign up free” link.

Fill in “Company name”, “Your full name”, “Work email” and “Password”. “Phone” is optional.

Select Starter, Standard, Business, Enterprise or “POS + Stock” from the “Plan” list (Enterprise pricing is agreed individually — contact us after the trial), choose “Monthly” or “Yearly (discounted)” for the “Billing period”, and AZN or USD for the currency.

Tick “I agree to the terms of use and privacy policy” and click “Create account”.

Open the confirmation link sent to your email: the account is activated and the free trial begins. If the email has not arrived, click “Resend link”.

If the platform has approval mode on, after you confirm your email your company’s sign-up is reviewed; once approved you get an email and the trial starts.

Signing in

Fill in “Email” and “Password” and click “Sign in”.

If two-step sign-in is enabled, enter the 6-digit code from your Authenticator app, or a backup code, in the “Verification code” field and click “Verify”.

If your email has not been confirmed yet, you cannot sign in. Click “Resend confirmation link” and open the link in the email.

If an admin has invited you by email, open the link in the email, fill in “Your full name” and “Password”, and click “Accept invitation”.

Every password field has an “eye” icon on the right — on sign-in, sign-up, password reset, the “Change password” window and the user form. Click it to show the password you typed, click again to hide it. On a phone, use it to check whether the keyboard capitalised the first letter or added a space.

If you forgot your password

If you are a company employee: contact your company admin — they will give you a temporary password in the “Users” section.

If you are a company admin: contact platform support (superadmin) — they will give you a temporary password.

Reset by email (“Forgot your password?” → link) is available to the superadmin only.

Menu, top bar and notifications

Select a section from the menu on the left. Clicking the logo or the company name opens the “Dashboard”. On a phone, open the menu with the “Menu” button at the top.

On a phone, use the bottom bar to quickly go to “Main”, “Customers”, “Tasks”, “Calendar” and “Check in” (attendance).

Change the interface language by clicking AZ, EN or RU in the top bar.

Click the bell icon to open the “Notifications” list. Clicking a notification marks it as read, X deletes it, and “Mark all as read” marks all as read.

If you have permission, open the AI assistant with the “AI” button in the top bar.

The menu is split into groups: General (Dashboard, Calendar, Tasks, Projects), Sales, Customers, Operations, Finance, Communication and Management. Click a group title to collapse or expand it — the choice is remembered; the group of the open page is always shown. At the top of every section, next to its name, a short note in small italics reminds you what the section is for.

Profile menu and design

Click your name in the top right corner.

Under “Design”, select the “Blue (default)”, “Neutral (monochrome)” or “Colour (Indigo)” look. Blue is the default: a white menu, the active section in blue and cards with soft shadows.

Protect your account with an extra code via “Two-step sign-in” (required for admins), see on which devices your account is open via “Active sessions”, change your own password via “Change password”, and turn on push notifications for this device via “Phone notifications”.

When you finish work, click “Log out”.

Changing your password

Click your name at the top right and choose “Change password”.

Enter your “Current password”, then the new password twice (at least 10 characters, letters and digits) and click “Save”.

If you do not know your current password: employees ask their company admin and admins ask the superadmin — you will be given a temporary password. Reset by email (“Forgot your password?”) is for the superadmin only.

Rules

A password must have at least 10 characters with both letters and digits; very common passwords are not accepted. A temporary password given by an admin can be simple (at least 6 characters); it is valid for 3 hours and must be changed at first sign-in.

You cannot sign in until your email is confirmed.

The password reset link (superadmin only) is valid for 1 hour, and a staff invitation link for 7 days.

The selected language is remembered, and the page reopens in that language.

Notifications refresh every 30 seconds; the number on the bell icon is the count of unread notifications.

During the trial, the number of days left is shown at the top. When the subscription expires, the system switches to read-only mode: your data remains, but you cannot make changes.

Only the admin sees the subscription button; other users see “Please contact your company admin.”.

A session closes automatically after 8 hours or 30 minutes of inactivity — sign in again.

At the first sign-in with a temporary password, the system first asks you to set your own password and, if two-step sign-in is required for you, to set that up too; other sections stay closed until then.

The Privacy Policy (/privacy) and Terms of Use (/terms) are linked at the bottom of the website and in the sign-up form.

Hover over the ℹ️ icon next to a field (tap it on a phone) to see a short explanation of that field.

Type a section name into the search at the top of the left menu (e.g. “invoice”, “visit”) — matching sections appear instantly and Enter opens the first. Press Ctrl+K to jump to the search.

Security: after 5 consecutive wrong password attempts the account is locked (the lock does not expire) and the company admin (for an admin’s account — the superadmin) is notified (a warning appears after the 4th mistake). The lock is lifted when the admin issues a new temporary password — so anyone trying to sign in as someone else is noticed immediately. You can change your own password at any time via Profile → “Change password”.

A record with linked data is not deleted — the system tells you what is linked and what to do instead. For example: a customer with invoices, orders or documents is not deleted (set its status to “Inactive”); a user who owns customers and work is not deleted (hand it over with “Transfer work” on the user card or deactivate them); a department with users, a team with members, an order with payments or documents, and the file of a numbered document are not deleted either. This keeps history and document numbering intact.

On every page, the “?” button in the top bar opens the guide for that page. All guides are in the “Help” section of the menu, where you can also ask a question.