Video guides to help you get the most out of SoloCRM. Each video walks you through a specific feature step by step.
SoloCRM is a Progressive Web App. Watch the guide for your browser to add it to your home screen or desktop.
A complete walkthrough of SoloCRM — see how everything fits together and get started quickly.
Set up your business profile, bank details, VAT registration, and manage your account preferences.
Learn how to add, edit, and manage your customer database — the foundation of your CRM.
Create jobs, track their progress through the Kanban pipeline, and manage your workflow from start to finish.
Set up reusable quote templates to speed up your quoting process and maintain consistency.
Create professional quotes for your customers, add line items, and send them for approval.
Generate invoices from accepted quotes, track payment status, and manage your billing.
Create tasks, set priorities and due dates, and link them to specific jobs or customers.
Learn how the trash system works — soft deletes, cascade behaviour, restoring items with parent chains, subscription limits, and the 30-day auto-purge.