SquadCRMSquadCRM

Basics

Get started with SquadCRM

Provision your workspace, invite the team, and import your first leads. · 6 minute read

  1. 1

    Subscribe on the SquadCRM website (or start a free trial). Squad Solutions creates your tenant, plan entitlements, and admin login.

  2. 2

    Sign in to the SquadCRM app with the credentials emailed at provision time.

  3. 3

    Run the setup wizard: company profile, industry pack, pipeline stages, and first users.

  4. 4

    Import contacts/leads via CSV, or connect website forms and WhatsApp so new inquiries land automatically.

  5. 5

    Invite sales and support seats from Settings → Team users. Roles unlock the menus they need.

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