Learn Naeem's CRM in an afternoon.

Your workspace has its own address, based on your business name.

1. Open https://yourcompany.naeemcrm.com in Chrome, Safari or Edge. Replace yourcompany with the name you were given.
2. Enter the username and temporary password from your welcome email.
3. Click your name at the top right, then Preferences → Change password, and set your own password.
4. Bookmark the page so you can return to it in one click.

Most leads arrive automatically from your ads. For walk-ins and phone enquiries, add them yourself.

1. Click Leads in the left menu, then + Create Lead.
2. Fill in the name, phone with country code (e.g. +971 50 123 4567) and email.
3. Set Source (Walk-in, Call, Referral) so reports stay accurate.
4. Choose who it is Assigned to, then click Save.

The Kanban view shows every lead as a card in its current stage.

1. Open Leads and switch the view to Kanban using the icon above the list.
2. Drag a card into the next column when the lead moves forward.
3. Open the card to add a note explaining what changed, for example "Sent document checklist".
4. When the lead pays, drag it to Won or use Convert to create a contact and deal.

Every conversation should leave a trace, so anyone on the team can pick it up.

1. Open the lead and click Log Call in the Activities panel.
2. Pick the outcome (Held, Not answered) and write one line about what was discussed.
3. Click Create Task, name it "Follow up", and set a date and time.
4. Check Home each morning: your tasks for today appear on the dashboard.

Bring your existing leads across once, so all history lives in one place.

1. In Google Sheets, make sure row 1 has clear headers: Name, Phone, Email, Source, Status, Notes.
2. Choose File → Download → Comma-separated values (.csv).
3. In the CRM, open the menu at the top right and go to Administration → Import. Select Lead and upload the file.
4. Match each column to a CRM field, then tick Skip duplicates on phone and email.
5. Run the import and check a few records. You can revert an import if something looks wrong.

Add your workspace to the home screen so it opens like an app.

1. iPhone: open your workspace in Safari, tap Share, then Add to Home Screen.
2. Android: open it in Chrome, tap the ⋮ menu, then Add to Home screen.
3. Log in once. Tap a phone number on any lead to call.

Admins can add sales reps and control what they can see.

1. Go to Administration → Users → Create User.
2. Enter their name, email and username, and pick a Team and Role such as Sales Rep.
3. Click Save, then Generate new password and send it to them privately.
4. To stop someone's access, open their user and set Is Active to off. Their records stay in place.