OneHash CRM: A step-by-step guide to getting started
Step-by-step guide on how to use OneHash CRM
OneHash should be included in any comprehensive evaluation of CRM tools. It’s built on the open-source ERPNext/Frappe stack, priced per user, and applies across businesses of many sizes and sectors.
Comparing the characteristics of different CRM solutions will help you choose which one will best serve your company’s needs. Customer relationship management systems may help you keep track of leads, customers, and contacts. You may narrow down your CRM alternatives based on criteria like how well they meet your demands and how simple it is to set up a reporting structure that works for you.
If you want to learn all there is to know about OneHash CRM, or if your organization wants to know how to get started, here’s a step-by-step guide (with pictures).
Step 1
- Visit OneHash CRM
- Tap the sign-up icon and select ‘CRM’
Step 2
- Fill in your details including your name, your site name, email address, company name, and phone number
- After reading the ‘terms of use’ and ‘Privacy Policy’ and check the box
- Tap on the ‘Get OTP’ icon. You will receive an OTP on your email ID, an SMS on your phone, and WhatsApp if applicable.
Step 3
- Your account is now in verification mode
Step 4
- Choose your preferred language from the list on offer
Step 5
- Select your region, your country, time zone, and preferred currency
Step 6
- Fill in your first user details including your name and your picture,
Step 7
- Select the domains applicable to you. These include Distribution, Education, Factory, Retail, Services, Agriculture (beta), Healthcare (beta), Non-profit (beta)
Step 8
- Fill in the Information on your brand, upload a picture, company name, and company abbreviation
Step 9
- Fill in the required information on what your company does, the bank, chart of accounts, and financial year details associated with it.
Step 10
- Your company is now being set up!
Should you need any further assistance or information on how to get started with OneHash CRM, we are here to help — 24/7. You can contact us via our email, website chat, and social media channels, or try the live demo to walk through this setup yourself.