Assentir CRM is a powerful deals management platform designed to help you streamline the way you manage business deals.

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Quick Setup Checklist

To help you get started smoothly, we’ve outlined a quick setup checklist to maximise Assentir:
1

Create an Account

Begin by creating your account at https://www.assentir.com/ and logging in to access the platform.
2

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
3

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
4

Set Up Calendar & Synchronisation

Sync your calendar to keep track of key activities and important deadlines. Read more about calendar synchronisation

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More Configuration

Essentials

Configure Essential features of Assentir

Integrations

View the integration guide