PracticalCRM User Manual

Welcome to the PracticalCRM documentation. Find guides and instructions on how to use the different features to manage your contacts and projects simply and effectively.

Use the navigation sidebar to jump to specific topics.

This manual provides step-by-step instructions and screenshots to help you make the most of PracticalCRM.

Main Sections

Getting Started: Quick Start Guide Getting Started: Dashboard Overview Core Features: Contacts Core Features: Organisations Core Features: Interactions Project Management: Projects Project Management: Kanban Boards Project Management: Tasks Project Management: Timelines (Gantt) Communication: Email Campaigns Productivity: Expenses Productivity: My Hours Settings & Admin: Profile & 2FA Settings & Admin: Admin Overview Settings & Admin: User Management Settings & Admin: Email & Branding Settings & Admin: Bulk Import Settings & Admin: Email Templates