We’ll help you on your way. This way you can get started quickly and get the most out of Qraia CRM. Qraia is a super simple CRM system, so most of it should be self-explanatory. Here are the first tips and tricks.
This is a small step-by-step plan to show you how to get started with this simple CRM system . In a few steps you create your account, choose the subscription you need and invite your colleagues.
1) Create an account
Go to crm.qraia.com and easily create an account. Tip, you need the email address you use now every time to log in. You will also receive your 2-step verification code on this email. So this is an important email address.
What is also good to know is that this will be the Administrator Account within Qraia. This is the account that manages payments and can invite and remove new users.
If you have created an account, please fill in your profile. This data is needed for the invoice, among other things. You can do this at your “Profile” and it will take you 1 to 2 minutes. For example, if you want the invoice to be sent to a special address, fill in an “Invoice Email” there.
In your profile, you can also set the language to Dutch or English at the bottom left.
2) Choose the number of users & add a payment method
To start working with your colleagues now, you will have to activate the number of users. Here you can choose the number of users and activate the subscription.
Click on the “Upgrade Now” button.
Then you will get a popup to choose the total number of users, including yourself.
Then click on “Upgrade Now” and you will be redirected to our payment provider Mollie to complete the payment. Mollie ensures that the amount is collected monthly so that you don’t have to worry about this yourself.
You can also add more users on this page later, for example as the organization grows.
3) Invite the users
Your account is now ready to collaborate with your colleagues. Go to “Share” and invite your colleagues. All you have to do is enter the name and email address to invite a colleague.
After you have sent the invitation, your colleague will receive an email with the invitation. They can accept this by clicking on the link. Then they also have a Qraia account and can get started.
Later you can also change this, add new colleagues or remove people.
At the bottom, you can see the status of all users.
Do you have any questions or comments? Send an email to support@qraia.com and we will help you quickly.
Good luck building long-term relationships with Qraia CRM.