Getting Started: Sign Up & Complete Your Profile

Written By Ritesh Sharma

Last updated 2 days ago

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.

Sign up process for NeerSoft CRM

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.

NeerSoft Technology https://neersoft.com
NeerSoft Technology https://neersoft.com

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