CRM Setup Guide
Welcome to Verdeshell CRM

Let's get your CRM up and running — one simple step at a time.

A friendly, click-by-click guide to setting up Verdeshell CRM. No technical knowledge needed — if you can fill in a form, you can do this. Verdeshell CRM comes as four modules — Sales, Service, Nutrition and Interior — and you use the one (or ones) your plan includes. This page walks you through the setup every module shares. Do it once, then pick your module below for the rest.

About 30 minutes for the common setup 7 shared steps, then your module Go at your own pace

? How to use this guide

  1. 1Work through Common setup first — every module builds on it.
  2. 2Every step names exactly where to click, using the app's own menu names.
  3. 3Then open your module's guide at the bottom for the rest of the journey.

✓ Before you begin

  • ✓You're signed in as the account owner (the person who signed up).
  • ✓Have your company details handy — address, tax numbers, logo.
  • ✓A list of your team and their work emails to invite.
Common setup · for every module

Set up the foundation your whole CRM shares

These seven steps are the same whichever module you use. Most live under the Settings menu. Do them once, then jump to your module's guide — everything there builds on what you set here.

1

Tell the CRM about your company

Your name, country, currency and time zone — the foundation everything sits on.

~5 minDo this once
Settings › Company Profile
  1. In the left-hand menu, click Settings. The settings are grouped down the side — Account, Organization, Team & Access, Billing, Connections and Security.
  2. Open Organization › Company Profile. Type your company name and pick your country, currency and time zone.
  3. Add legal details if you have them — registered name and tax numbers. Don't have them yet? Skip for now.
  4. Click Save.
💡Why this matters — your country and currency decide how money, taxes and dates appear across every quotation, invoice and report. Getting them right now saves fixing things later. Verdeshell works in any country — never assume a default.
2

Check your plan & modules

See which module(s) your subscription unlocks and how many team seats you have.

~2 min
Settings › Billing
  1. Open Settings › Billing to see your current plan, which modules it includes (Sales, Service, Nutrition, Interior), and how many team seats come with your tier.
  2. Need another module or more seats? Use Change Plan here whenever you're ready.
🔒Seeing a padlock somewhere? That feature or module isn't in your plan yet — that's normal, not a fault. You can add modules and seats from this page any time.
3

Set up invoicing, tax & your logo

Every module bills through one shared engine. Set this up once and every quotation, invoice and receipt comes out looking right.

~10 minDo this once
Billing › Settings

Open Billing from the menu, then the Settings tab. Work down the tabs — you can save as you go.

1. Company info & logo

Your legal name, address and contact details, plus your logo — this is exactly what prints at the top of every document you send.

Billing › Settings › Company Info
2. Bank & payment details

Account details you want shown on invoices so customers know where to pay.

Billing › Settings › Bank
3. Tax

Your tax rate and whether tax is shown as a single line or split (e.g. CGST + SGST). Leave it off if you don't charge tax.

Billing › Settings › Tax
4. Numbering

The prefix and starting number for your documents (e.g. INV-0001). Numbers are then assigned automatically.

Billing › Settings › Numbering
5. Document style

Pick a look for your printed documents — Classic, Modern or Branded. A preview shows each.

Billing › Settings
6. Approval policy (optional)

Want a second person to sign off before a quote or invoice goes out? Choose who approves each document type. Leave it off to send straight away.

Billing › Settings › Approval
💡Why now? Sales quotes, Service plans, Nutrition subscriptions and Interior projects all bill through this one place. Set it once here and you never repeat it per module.
✅Send from your own email? You can — see step 6. By default documents are downloaded as a PDF you send yourself.
4

Add your team & give them access

Invite the people who'll use the CRM, and choose which module(s) each one can open.

~1 min each
Settings › Team & Access › Users & Seats
  1. Open Settings › Team & Access › Users & Seats and click Invite.
  2. Enter their work email and pick a role (more on roles next).
  3. Tick which modules they may use — a person can be given just Sales, just Nutrition, or several.
  4. Click Send invite. They get an email with a link to set a password and sign in.
📧The work email is their invite — double-check it. You, the owner, can always open every module you've bought; teammates only see the ones you tick here.
🪑Seats. Your plan includes a set number of seats. When they're full, add more from Settings › Billing.
5

Review roles & permissions

Roles decide what each person can see and do. The ready-made ones cover most teams.

~4 minOptional
Settings › Team & Access › Roles & Permissions
  1. Open Settings › Team & Access › Roles & Permissions to see the built-in roles: Owner, Manager, Executive, Staff and Client.
  2. In short: Owner runs the account; Manager sees their team and approves; Executive and Staff do the day-to-day; Client is the most limited.
  3. You assign a role to each person when you invite them (step 4) — change it here any time.
🧩Most companies never change these — the built-in roles fit the usual jobs. If a teammate ever says "I can't do X", it's almost always their role, and this is where you adjust it.
6

Set up email & WhatsApp

How the CRM sends messages to your customers. Set now or come back later.

~5 minOptional
Send email from your own address

By default emails come from Verdeshell. Connect your own email provider so messages come from your company instead. You can also send simple emails and run campaigns from here.

Email  ·  Settings › Connections
WhatsApp (paid add-on)

Send WhatsApp updates to customers — appointment reminders, status updates and more. Connect a provider and turn on the add-on, then set which events send a message.

Settings › Connections › WhatsApp
7

Bring in your existing data

Already have contacts or customers in a spreadsheet or another tool? Import them in one go.

~10 minIf you're switching over
  1. From a spreadsheet: open your module's list (Contacts / Customers / Clients) and use Import — download the sample file, fill in your rows, upload. Anything that needs fixing is flagged for you.
  2. From another system: open Integrations to connect a data feed, generate an API key, or bring records in via a webhook.
📥Tip — start with a handful of rows to see how the import behaves, then bring in the rest once you're comfortable.
Next · your module

Now set up your module

The common setup is done. Open the guide for the module your plan includes and follow it through. Bought more than one? Set up each in turn.

Sales CRMWin new business Track leads and deals through your pipeline, send quotations, log tasks and follow-ups, and watch your targets and forecasts. Open the Sales guide → Service CRMOngoing service & AMC Run recurring service for existing customers — a service catalog, service plans, scheduled visits on a calendar, and automatic recurring billing. Open the Service guide → Nutrition CRMCoach your clients Manage clients and consultations, build diet and workout plans, track progress, and give clients their own portal to check in and sign off. Open the Nutrition guide → Interior CRMDesign projects Manage design projects end to end — quotations, materials and vendors, milestones and site visits, and staged payment collections. Open the Interior guide →
🧭Not sure which you have? Check Settings › Billing (step 2) — it lists the module(s) in your plan. You'll only see those in your menu.

🎉 Common setup done!

Your foundation is in place — company, billing, team and comms. Tick off what you've done (it saves on this device), then open your module's guide above to finish the journey.

Common setup
✓Company details entered1
✓Plan & modules reviewed2
✓Invoicing, tax & logo set up3
✓Team invited & module access given4
✓Roles reviewed5
✓Email & WhatsApp (optional)6
✓Existing data imported (if switching)7
Next
✓Opened my module's guide→
This checklist is a personal reminder, saved only on this device and browser. It isn't shared with your team. Your real setup lives in the Verdeshell app.
🤝Need a hand at any point? Email our team at support@verdeshell.com — a real person will help you get set up.