GoodCRM

New around here? Learn the GoodCRM essentials with our video walkthroughs

🎓 CRM Fundamentals for Admins

🎓 CRM Fundamentals for Standard Users

Add an extra layer of security to your organisation's CRM

Multi-Factor Authentication (MFA / 2FA)

Penelope Hill

Toby Griffiths

Tom Cowle

Set up your branding, email templates and payment providers

Getting Started & Customisation

Give access to new Admin and Standard users in your team

Add new users to your CRM

Setting up new users

Learn how to connect to your Stripe and GoCardless accounts to begin collecting payments.

Connecting to Stripe & GoCardless

Connect to Stripe and GoCardless for payments

Connect to payment providers

Customise your CRM to match your organisation's brand

Branding settings

Your email template is used for notifications, mailouts, donations & memberships. Set up your template to reflect your organisation details

Email template settings

Your brand and communications

Create a custom design with text, images, and links

🟣 TheGoodPlace

Find answers and get help from Intercom Support and Community Experts

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