Get set up. Get going.
Tutorials for your first 14 days, help moving from your current tools, and quick answers when you need them.
Product tour
See current Crittiks screens, from the first opportunity to the final invoice.
Take the tourFAQs
Trials, billing, migration, features and privacy. The answers in one place.
Read the FAQsWeekly webinar
A live walk-through with time for your questions.
Save my seatSupport
Stuck on a step? Our support team can help with account, technical and billing questions.
Get helpTutorials
Practical steps for setting up your workspace, bringing your team together and getting work done.
Getting started with your 14-day trialSet up your workspace and make the most of your first 14 days.Setting up your first pipeline in SalesCreate a sales pipeline, set its stages and start tracking your first deal.Sending your first contract for e-signaturePrepare a document, choose its recipients and send it for signature.Cloud Storage Connections (Coming Soon)Cloud-storage connections are coming soon. Here's how to work with documents in the meantime.Adding and removing team membersInvite teammates, review their access and disable accounts when someone leaves.Setting custom access roles (Platinum and Enterprise)Give each teammate access to the features and records they need.Understanding your invoice and add-on chargesRead your subscription charges and understand when extra capacity is billed.Connecting a mailbox for email trackingConnect your email account and control how synced messages are shared.Setting up the client portal for a customerInvite a customer stakeholder and manage their access to shared work.Syncing Xero or QuickBooksConnect one accounting system and review the invoices and payments that sync.
Migration help
See what moves, prepare your files and test an import before moving everything. Each guide explains the supported records and any limitations.
Migrating from HubSpotCompanies, contacts, deals and notes, with their links.Migrating from PipedriveOrganizations, people, deals and activities.Migrating from monday.comBoards and their items, groups and people.Migrating from Zoho CRMAccounts, contacts, leads and deals.Migrating from SalesforceAccounts, contacts, leads and opportunities.Migrating from AsanaProjects, sections and tasks.Migrating from ClickUpLists and their tasks.Migrating from TrelloA board's lists, cards and checklists.Migrating from JiraIssues, sub-tasks and statuses.Migrating from Something else or a spreadsheetAny CSV or Excel file of companies, contacts, deals, projects or tasks.
Still stuck?
Email support@crittiks.com with the step you are working on and the message you see, or visit the Help Center.