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TicAte CRM

How can we help?

Leads, deals, contacts, tasks and automation in one place. 101 guides, each with screenshots.

Start here

1Where to startThe first things to do in a new TicAte CRM workspace.2Sign in with your TicAte accountHow to sign in, join a workspace you were invited to, switch workspaces and sign out.3Find your way aroundThe left menu, the top bar, search and the Create button.

Browse by section

Getting started

First steps in the CRM

CRM

Leads, deals, contacts and companies

Modules

Your own record types, built to fit your business

Communication

Calls, email, WhatsApp and chat

Automation

Let the CRM do the routine work

Tasks & projects

Plan the work and get it done

People

Your team, its structure and handovers

Reports

See how the business is doing

Settings

Set the CRM up for your team