Getting started with CRMGhost
Set up your workspace in about ten minutes.
Welcome! These steps take about ten minutes and get you ready to send your first invoice.
1. Add your business details
Go to Settings → Business details. Add your business name, address, email, phone and tax number. These appear on every quotation, invoice and receipt.
2. Upload your logo
In Settings → Logo, upload a PNG or JPG. A wide logo with a transparent background looks best.
3. Choose your defaults
Pick your default currency (USD is standard), document language (English or Bangla), time zone and tax rate.
4. Add how clients pay you
Add bank details, a mobile wallet number or a payment link under Getting paid. A payment link adds a Pay now button to every invoice.
5. Add your first lead or client
Open Clients & leads → Add contact. Record where the lead came from and set a follow-up date.
6. Send a quotation or invoice
Create one from Quotations or Invoices, then share it by email, WhatsApp or link.
Tip: the checklist on your dashboard tracks these steps for you.
Was this helpful? Contact us if you need more help. Contact · Updated Nov 1, 2026