A step-by-step CRM setup wizard that saves your answers

Four things, in order. General Information covers your logo, workspace name and support email. Company Information covers legal name, registration number, address, industry and signature. Localization covers timezone, date and time format and financial year. The last step is choosing your subscription plan.

Nothing is lost. The wizard auto-saves each answer as you enter it, so when you come back you continue from where you stopped. You do not need to finish in one sitting, and you never have to retype an earlier step.

Your industry lets CIPHER CRM set up starter departments, roles, lead sources, lead statuses and document categories that suit your trade. Some industries also get extra purpose-built tabs, such as site visits and property requirements for real estate, so you begin with more than a blank workspace.

The signature you add in the company step is your authorized signature image. It stamps your proposals and invoices, so documents leave with a signature from the first one. It is an image placed on the document, not a legal signing service.

Several document types in CIPHER CRM can use numbering stamped with your financial year. Setting it in the localization step means your estimates, invoices and credit notes follow the year your accounts actually run on, instead of a default you would have to fix later.

No. Every plan in CIPHER CRM includes every feature. The plan step is about choosing what fits your business, not paying to open up parts of the product, so you are not left wondering which settings you are allowed to use.

The wizard itself is four short steps. Getting your whole team and your existing records in usually takes 1 to 3 days, and we move your existing data across for free as part of that, so you are not stuck copying rows by hand.