Getting Started

Getting Started: Sign Up & Complete Your Profile #

Step 1: Create Your Account #

1. Go to the CRM by NeerSoft sign-up page.
2. Enter your name, email, and password.
3. Click Sign Up.

Please Note: After sign up process, it will ask to verify your email ID. Check your Inbox and click on link to verify the email.

Step 2: Log In #

1. Open the login page.
2. Enter your email and password.
3. Click Log In.

After login, you will see the Dashboard as below.

Step 3: Complete Your Profile #

1. Go to Settings.
2. Add your business name and basic details.
3. Set up your workspace and save.