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.

4. Choose Currency and click on Save Changes