How To Get Started With ChetsCRM Tool?

To get started with ChetsCRM, simply sign up on our platform to create your company account. Once registered, you can customize your account settings, create roles and users, and start managing projects and tasks efficiently. With intuitive features and a user friendly interface, ChetsCRM helps streamline your workflow and enhance team collaboration. Join ChetsCRM today to experience seamless project management tailored to your organization's needs.

To get started with the ChetsCRM tool, follow these steps:

Sign Up

• Visit the ChetsCRM website and click on the "Sign Up" button.

• Fill out the Sign Up form with your company's account information, including subdomain, company name, your name, username, email, and password.

• Choose the package that best fits your requirements, whether it's a paid package or the free one.

• Submit the form and wait to receive a verification email.

Verify Email

• Check your email inbox for the verification email from ChetsCRM.

• Click on the verification link provided in the email to verify your account.

• Once verified, you will be redirected to the login screen.

Login

• Enter your username and password to login to your ChetsCRM account.

• After successful login, you will be directed to the ChetsCRM Dashboard.

Create Roles

• Start by creating roles in the HRM Module within your organization based on the hierarchy and responsibilities.

• Define the permissions and access levels for each role as needed.

Add Users

• Once roles are created, add users to the system.

• Specify the role(s) for each user based on their position and responsibilities within the company.

Create Projects

• Proceed to create projects within ChetsCRM for different initiatives, tasks, or teams.

• Assign users to the appropriate projects based on their roles and responsibilities.

Manage Tasks

• Utilize the task module to create and manage various types of tasks such as tasks, bugs, improvements, and features.

• Assign tasks to specific users or teams, set deadlines, and track progress.

Explore Features

• Take some time to explore the different features and functionalities offered by ChetsCRM.

• Customize settings and workflows according to your preferences and requirements.

By following these steps, you can get started with using the ChetsCRM tool to streamline project management, collaboration, and task tracking within your organization.