Getting started
Sign in, find your way around, and set up your pipeline, team and fields.
Signing in
SWARE CRM is invitation-only — there is no public sign-up. Someone already in your account invites you by email and chooses your role. Follow the link in that invitation to set a password and join.
Passwords must be at least eight characters and include an uppercase letter, a lowercase letter, a number and a symbol. After several failed attempts an account locks temporarily, and sessions time out when left idle.
Finding your way around
- Home — your KPI cards, pipeline summary and a switchable list, board, calendar or agenda view.
- Pipeline — the full board with search and filtering by assignee.
- Contacts, Opportunities, Offerings, Appointments — the record lists, each with search, filters and sorting.
- Settings — team, roles, custom fields, pipeline stages, KPIs, integrations and API keys.
If you belong to more than one account, use the account switcher to move between them. Data never crosses between accounts.
Setting up for the first time
A sensible order for a brand-new account:
- Pipeline stages. Settings → Statuses. Name your stages, give each a colour, drag them into order, and mark which count as open and which as closed. Reporting depends on this.
- Offerings. Add the products or services you sell, so deals and capture forms can point at them.
- Custom fields. Add the fields you actually track on contacts and offerings, and set a minimum role on anything sensitive.
- Team. Invite colleagues and assign roles.
- Integrations. Connect Gmail and Calendly if you use them.
- KPIs. The dashboard seeds four to start with; adjust them or build your own.
Getting help
Every page of this documentation covers one area in detail. If something does not match what you see in the product, let us know.
Something inaccurate or missing? Tell us — we would rather fix the docs than have you guess.