SurelyCrm Help Center

Everything you need to get the most out of SurelyCrm. Browse by topic or jump straight to what you're looking for.

Getting Started

Your first login, navigation overview, and essential concepts.

Managing Campaigns

Campaigns, reference codes, locations, and lead tracking.

Leads & Sales Pipeline

Leads, opportunities, lead tasks, and converting to customers.

Managing Customers

Creating records, custom fields, documents, statuses, and payments.

Workflow Automation

Build no-code automations with triggers, conditions, and actions.

Communications

Telephony, email, SMS, bulk actions, and templates.

Portal & Support

Customer portal, support tickets, and ticketing workflows.

Reporting & Views

Custom views, calendar views, reports, and Excel exports.

Managing Suppliers

Supplier records, credit limits, statuses, and ownership.

Inventory Management

Categories, items, stock history, and the self-service kiosk.

Forms

Design forms, share public links, and review submissions.

Quick Reference

Login Details
  • URL: https://app.surelycrm.co.uk
  • Demo: demo.surelycrm.co.uk
  • Portal: /portal/{customerId}
Support