Sure, here’s a step-by-step guide on how a client can login to our CRM:
- Go to the login page of your Creation Web account (https://crm.creationweb.uk). The URL for the login page will be provided to you by your Creation Web administrator.
- Enter your username and password in the respective fields.
- Click the “Login” button.
- After successfully logging in, you will be directed to the Creation Web CRM dashboard.
- From the dashboard, you can access various modules and features of the Creation Web CRM, including projects, invoices, estimates, and more.
- You can view your client information, including your contact details, the services or products that you have purchased, and any invoices that are due.
- If you want to make a payment or view your invoice details, click on the “Invoices” tab on the left-hand menu.
- From here, you can view all your invoices and make payments.
- If you have any questions or need support, you can contact your Creation Web CRM administrator or the support team.
That’s it! By following these steps, you can easily log in to your Perfex CRM account and access your client information and other features.