Getting Started

    Set up your account, understand your dashboard, invite your team, and learn the basics.

    Welcome to GEVADE CRM. Whether you are setting up your workspace for the first time or onboarding new team members, this guide covers everything you need to know. Getting started correctly ensures that your calendars, pipelines, and automations run smoothly.

    Designed for

    This section is for new users, account administrators, and team members logging into GEVADE CRM for the first time.

    Key topics covered

    • How to securely access your workspace
    • How to configure your business profile and timezone
    • How to invite and manage team members
    • How to navigate the main dashboard

    Guides & Documentation

    Important Information

    Notice

    Always double-check your timezone settings in the Business Profile before creating calendars or workflows. Incorrect timezones are the most common cause of missed appointments and delayed automations.

    Service Continuity

    A frequent configuration issue is skipping the business profile setup. Without a valid business address and phone number, certain compliance features for SMS and email may be restricted.

    Support Guidance

    If you cannot log in, check your spam folder for the welcome email or use the 'Forgot Password' link on the login page.