Getting Started with GEVADE CRM

    CategoryGetting Started
    Article typeDocumentation
    Estimated reading time 10 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Getting started with GEVADE CRM requires logging into your workspace, configuring your business profile (especially your timezone), inviting your team members, and connecting your communication channels. Following this structured setup ensures your pipelines, calendars, and automations function correctly from day one.

    Who this article is for

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

    Overview

    Welcome to GEVADE CRM! We are thrilled to have you on board. GEVADE CRM is a comprehensive enterprise platform designed to consolidate your sales, marketing, and customer support operations into one unified workspace. By replacing dozens of fragmented tools, GEVADE CRM helps you capture leads, automate follow-ups, schedule appointments, and leverage AI to scale your business efficiently.

    Before you begin

    • Have your official business legal name and address ready.
    • Know which timezone your primary business operations occur in.
    • Have a list of names and email addresses for the team members you wish to invite.
    • Ensure you have access to your domain registrar if you plan to set up custom email sending domains today.

    Step 1: Access your workspace

    When you sign up for GEVADE CRM, our system automatically provisions your secure enterprise workspace. You will receive a welcome email containing your unique login link and temporary credentials. Click the secure login link, enter your email and temporary password, and create a new secure password.

    Step 2: Set up your business profile

    Navigate to Settings > Business Profile (contact support if this option is not visible). Upload your company logo, enter your official Legal Business Name, Business Email, and Business Phone Number. Enter your physical Business Address (legally required for CAN-SPAM compliance). CRITICAL: Scroll down to the Timezone setting and select your local timezone. Click Save.

    Step 3: Invite your team members

    In the Settings menu, navigate to My Staff. Click 'Add Employee'. Enter their First Name, Last Name, and Email Address. In the User Permissions tab, toggle which features they should access (settings may vary by feature access). Assign their Role (User or Admin), and click Save.

    Step 4: Connect communication channels

    Navigate to Settings > Phone Numbers to purchase a dedicated local or toll-free number. Navigate to Settings > Email Services to add a Dedicated Domain (e.g., replies.yourbusiness.com) to ensure maximum deliverability.

    Important clarification

    If you skip setting your timezone, the system will default to UTC. This means your 9:00 AM calendar slots might show up as 2:00 AM to your clients, and your 'morning' automated emails might send in the middle of the night. Always verify your timezone before creating calendars.

    Resolution guidance

    I didn't receive my login email

    Check your spam, junk, or promotions folder. Ensure your IT department hasn't quarantined emails from gevade.com. Navigate to the login portal and click 'Forgot Password'.

    My team member's invitation link expired

    Invitation links expire after 24 hours. To resend, navigate to Settings > My Staff, locate the user, click edit, and select 'Resend Invitation'.

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    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.