CRM docsGetting started
2. Getting started
Prerequisites
- A modern browser (Chrome, Firefox, Safari, or Edge — latest two versions recommended)
- An invitation or account created by your agency Admin / AppsZone implementation team
- For trials: a business email to receive workspace credentials
Start a free trial
- Open the AppsZone CRM product page.
- Choose Get started, Start free trial, or Talk to us (Enterprise).
- Complete the signup / contact flow. All plans include a 14-day free trial with no credit card required.
- You will receive workspace access details by email (URL, username/email, temporary password if applicable).
For a guided setup, book a 30-minute walkthrough via Contact.
First login checklist
After you sign in:
- Select your workspace (Admin / Company / Staff / Client) if prompted.
- Complete your profile (name, phone, photo if required by your org).
- Company users: finish onboarding if the profile is marked incomplete (required for full client/company features).
- Admins: confirm branches, lead sources, enquiry/conversion statuses, and invite staff.
- Staff: open Enquiries and confirm your assigned list loads correctly.
- Clients: open Documents / case milestones and verify you can see your applications.
Recommended setup order (Admin)
| Step | Action | Why |
|---|---|---|
| 1 | Create branches / brands | Scopes menus and data |
| 2 | Configure lead sources & statuses | Keeps pipeline consistent |
| 3 | Invite Staff users & assign roles | Team can start work |
| 4 | Create sample enquiry | Validate end-to-end flow |
| 5 | Enable client portal for a test client | Verify self-service |
| 6 | Set payment plan templates (Growth+) | Collections ready |
Explore the live demo
Without a trial, you can explore the product UI at:
[https://crm.appszonebd.com/](https://crm.appszonebd.com/)
Demo credentials (if shown on the login screen) are for evaluation only — do not store real client data there.
→ Next: Sign in & access
