Getting started with ZoriCRM
This is a short setup flow that helps you get a working process quickly:
client → deal → document → share with the client.
Quick start (10–15 minutes)
Sign up and create your first company. After it’s created, you will be taken directly into the company workspace.
2) Add your first client
Create a client (a person or a company) and fill in the minimum: name and a contact (phone or email).
3) Create a deal
Create a deal and link it to the client. That’s enough to start working in the CRM.
4) Generate a document from the deal
Open the **“Documents”** section inside the deal, choose a template, and generate the document.
After that, you can:
- download the document and send it to the client
- publish the document via a link for viewing
If multiple people work in the company
When you add employees, set up the basics:
Roles and permissions
Review roles and access permissions. Roles are assigned to employees in the «Employees».
Employee teams
If you need to group employees and manage access by teams, use the “Manage teams”> button in the “Employees” section.
Telegram notifications
You can connect a Telegram account and choose which notification types should be delivered to Telegram, so you don’t miss important events.