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)

Get the data you need, right at your fingertips!

Customising your CRM dashboard

Penelope Hill

Nimishi Ilango-Lyon

Tom Cowle

Set up your branding, email templates and payment providers

Getting Started & Customisation

Give your team access to GoodCRM as Admin or Standard users, and manage tutor and member logins.

Adding new users to your CRM and managing existing users

Setting up new users

Connect your payment providers so you can take card payments, digital wallet payments and Direct Debits through GoodCRM.

Connecting to Stripe & GoCardless (Payment Settings)

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

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Volume, creators and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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