5-Minute Quick Start Checklist

This checklist gets you and your team productive in SwiftlyCRM in under 5 minutes. Check off each step as you go.

Step 1 — Complete Your Organisation Profile (1 min)

Go to Settings → Organisation and add:

• Organisation name
• Logo (optional but recommended)
• Country and timezone

This ensures your PDFs and client-facing documents look professional immediately.

Step 2 — Invite at Least One Team Member (1 min)

Go to Settings → Team Members → Invite User.

Even if you're a solo user right now, adding a colleague unlocks collaboration features like task assignments and @mentions.

Step 3 — Add Your First Contact (1 min)

Go to Contacts → + New Contact and add:

• A real prospect or client you're currently working with
• Their company, email, and phone

If you have a spreadsheet of contacts, import them as CSV instead.

Step 4 — Create Your First Pipeline Opportunity (1 min)

Go to Pipeline → + New Opportunity and fill in:

• The deal name (e.g., "Acme Corp — Website Redesign")
• Link it to the contact you just created
• Set an estimated value and expected close date

Step 5 — Log Your First Activity (30 sec)

Open the opportunity you just created and click Log Activity.

Record the last interaction you had with this prospect — even a brief email counts. This starts your deal's timeline and reminds you what's happened so far.

You're In!

Your pipeline is live. Here's what to explore next:

• Create a proposal → — send a branded PDF to a client in minutes
• Use AI Meeting Intelligence → — log meeting notes and get AI insights
• Find new leads → — search for businesses by location and category
• Set up email campaigns → — reach your contacts at scale