Getting Started with SurelyCrm

Welcome to SurelyCrm. This guide covers everything you need to know to log in, find your way around, and start managing your customers effectively.

Logging In

Your administrator will provide you with login credentials for your SurelyCrm instance. The standard login URL is:

https://app.surelycrm.co.uk

If your organisation uses a custom domain, use the URL provided by your admin. If two-factor authentication (2FA) is enabled, you will be prompted to enter a code from your authenticator app after submitting your username and password.

The Dashboard

After logging in, you land on the Dashboard. This gives you a high-level overview of your customer operations, including:

• Headline counts of customers, leads, suppliers, documents, users, and inventory items (including low-stock items)
• Open opportunities and the total value of your open pipeline
• Open and overdue lead tasks, with a list of upcoming tasks
• Recently created customers, recent opportunities, and recent support requests (with unread message indicators)
• Charts for payments per month and per year, forecasted plan payments, and a customer status overview

The dashboard also provides Quick Actions buttons for common tasks such as adding a customer, lead, task, opportunity, or support request, starting a workflow, and viewing reports.

The left sidebar provides navigation to all major sections. The main menu contains Dashboard, Campaigns, Leads, Opportunities, Lead Tasks, Customers, Suppliers, Support Requests, and Inventory Kiosk; Reporting, Workflows, and Bulk Actions are also available to administrators. Under My Account you will find My Profile and Two-Factor Auth, and administrators see an additional Admin section.

Navigation Basics

Section	What You Can Do
Dashboard	See headline counts, pipeline value, upcoming tasks, recent activity, and payment charts
Campaigns	Manage marketing campaigns that generate and track leads
Leads	Track and qualify prospective customers before they become accounts
Opportunities	Manage your sales pipeline, stages, values, and expected close dates
Lead Tasks	Create and follow up on tasks linked to leads, with due dates and priorities
Customers	View lists, search, create, edit, and manage full customer profiles
Suppliers	Maintain the companies you buy from
Support Requests	Manage support tickets, assign requests, and communicate with customers
Inventory Kiosk	Browse inventory categories and items and monitor stock levels
Reporting	Run parameterised reports and export to Excel (Admin only)
Workflows	Build automations, view running instances, start workflows manually (Admin only)
Bulk Actions	Send mass emails or SMS, update statuses, or trigger workflows for filtered groups (Admin only)
My Profile	Update your name, change your password, and review your account details
Two-Factor Auth	Enable or manage two-factor authentication for your account
Admin	Manage users, statuses, templates, custom fields, and app configuration (Admin only)

My Profile & Password

Every user can manage their own account from My Account > My Profile in the sidebar.

Updating Your Profile

The My Profile page shows your account summary and lets you update your details:

• You can edit your First Name and Surname (both required, up to 100 characters each) and click Save Changes.
• Your Username cannot be changed. Your Email is read-only — contact an administrator if it needs to change.
• The Account Summary panel shows your username, email, full name, and two-factor authentication status at a glance.

The Security Settings card on the same page links to Change Password and, where the feature is enabled, Manage 2FA. Quick links on the right also provide shortcuts to these pages and to sign out.

Changing Your Password

1. Open My Account > My Profile and click Change Password (or use the quick link).
2. Enter your Current Password.
3. Enter your New Password — it must be at least 8 characters — and confirm it in the Confirm New Password field. The two entries must match.
4. Click Change Password. You stay signed in and are returned to your profile with a confirmation message.

If the current password is wrong, or the new password does not meet the requirements, the form shows a clear error and nothing is changed. For a stronger password, mix uppercase and lowercase letters, include at least one number, and avoid reusing passwords from other sites.

Your First Customer

To create a customer record:

1. Navigate to Customers in the sidebar.
2. Click the New Customer button.
3. Fill in the required fields: Name, Email, and Phone.
4. Assign a Status (e.g., New Lead, Active, On Hold).
5. Assign an Owner (the team member responsible).
6. Click Save.

SurelyCrm automatically generates a unique Reference Number for every customer. You can also add custom fields, documents, payment plans, and notes after the record is created.

Search & Filtering

The customer list includes a global search bar that matches names, emails, reference numbers, and phone numbers. For more precise filtering, create a Custom View with specific criteria such as status, owner, date ranges, balance thresholds, and postcode.

Understanding Roles

SurelyCrm uses role-based access control:

• Administrator — Full access to all features, settings, user management, and configuration.
• Standard User — Can manage customers, view workflows, handle support tickets, and use communications features. Cannot access system settings or manage other users.

Next Steps

Now that you know the basics, explore these guides to go deeper:

• Managing Customers — Learn about profiles, custom fields, documents, and payments.
• Workflow Automation — Build your first automated follow-up sequence.
• Communications — Set up telephony, send emails and SMS, and run bulk campaigns.