Setting Up Your Organisation

When you first register, SwiftlyCRM creates your organisation and a default Headquarters branch automatically. This guide walks you through completing your organisation profile so everything looks professional from day one.

Step 1 - Complete Your Organisation Profile

Navigate to Settings → Organisation and fill in:

Step 2 - Configure Your Branch

Your default branch is called Headquarters. To rename it or configure it:

1. Go to Settings → Branches
2. Click the branch name to edit it
3. Set your timezone
4. Under Branch Settings → Email Notifications, choose which events trigger emails (deal closed, task overdue, etc.)

Step 3 - Set Pipeline Stage Probabilities

SwiftlyCRM uses probability percentages per stage to calculate your weighted pipeline forecast.

1. Go to Settings → Pipeline Stages
2. Adjust the probability (%) for each stage to match your historical close rates
3. These feed directly into the Analytics dashboard revenue forecast

Step 4 - Add Your Branding to Documents

On the Pro and Enterprise plans, your logo and colours appear on all generated PDFs (proposals, contracts, invoices).

1. Go to Settings → Branding
2. Upload your logo and set your brand colour (hex code)
3. Preview the PDF template before saving

Step 5 - Set Your Currency

Go to Settings → Currency and choose the currency you trade in. New deals, proposals and invoices start in it, and your dashboards and reports total in it. A branch that trades in another currency can have its own.

See Currencies and Exchange Rates for exchange rates, how amounts appear on documents, and how to fix records entered in the wrong currency.

What's Next?

Once your organisation is set up:

• Invite your team →
• Create your first pipeline opportunity →
• Import your existing contacts →