---
title: Get started with the CRM add-on
description: "The CRM add-on helps you track sales: deals on a pipeline, tasks and notes. It's on the website only."
---

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# Get started with the CRM add-on

The CRM add-on helps you track sales: deals on a pipeline, tasks and notes. It's on the website only.

### Open the CRM

Sidebar → **CRM** → **Deals**, **Tasks** or **Settings**.

New companies get a 30-day CRM trial automatically. If yours has ended:

- **On the Invoicing plan:** open CRM, click **Start CRM trial**, then **Confirm & start trial**. After 30 days the add-on is added to your subscription at the add-on price (see *Plans, pricing and your free trial*).
- **On the free trial:** CRM is free for the rest of your trial.

In the last 7 days of a CRM trial you'll see "Your CRM trial ends {date}." with **Keep CRM** or **Upgrade to keep it**.

### Create your first deal

1. **CRM** → **Deals** → **Add new**.
2. Enter a **Deal name** and pick a **Stage**.
3. Optional: pick a **Customer**, contacts, an **Amount** and a **Close date**.
4. Click **Create deal**.

Drag deals between stages on the board, or use **…** → **Move to**. The stages are Lead, Contacted, Follow up, Proposal sent, Negotiating, Won and Lost. Change them in **CRM** → **Settings**.

### Who can do what

- **Owners and managers:** everything.
- **Team members:** view deals and add, edit or delete notes.

### Good to know

- Deal contacts are your customer's contacts. Add them from the deal page.
- When you create a task, link it to a deal, customer or contact so it's saved.
- To put a deal away, archive it. You can restore it from the archived view.
- The CRM isn't available in the mobile app.

### FAQ

**I clicked CRM and it opened Billing.** Your CRM trial or add-on has ended, or you don't have an active plan or free trial. Start a trial or add CRM to your plan.

**I signed up in the app. Can I use CRM?** CRM is on the website and needs an active plan or free trial. Your CRM trial starts when your company is created and lasts 30 days. Subscribing later doesn't restart it. Sign in on the website and finish registration. That starts your 30-day free trial, unless your company already had a trial or a subscription.

**It says "This add-on has already been trialed or purchased."** Your company already used its CRM trial. Add CRM to your plan to keep using it.

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