Introduction
This documentation provides step-by-step instructions on using Assentir’s features, from managing deals to utilising analytics and integrations.
Assentir CRM is a powerful deals management platform designed to help you streamline the way you manage business deals.
Quick Setup Checklist
To help you get started smoothly, we’ve outlined a quick setup checklist to maximise Assentir:
Create an Account
Begin by creating your account at https://www.assentir.com/ and logging in to access the platform.
Configure System Email Account
Set up a system email account to manage system-related emails such as user assignments, activity reminders e.t.c. Read more about Email Accounts here
Configure Brand
Assentir creates a default brand for document management. Be sure to update the brand settings to match your company’s requirements. Read more about brands here
Set Up Calendar & Synchronisation
Sync your calendar to keep track of key activities and important deadlines. Read more about calendar synchronisation