Getting started

QoCRM is a CRM for businesses that sell through messengers: customers, their inquiries and orders, occasions (birthdays, anniversaries) and reminders when it is time to write to a customer.

How to get access

There is no self-registration. A business owner leaves a request: on the login page, follow “Request access”. We check the request and email you a link to set a password. Your company's account and its first project are created together with the access.

Employees are added to the account by the owner or an admin — with an email invitation (see Members and roles).

Open the link from the email. On the “Set your password” page, choose a password: at least 10 characters; passwords from known data leaks are refused.
Click “Save and log in” — you land on the account's dashboard.
Next time, log in on the “Log in” page with your email and password. “Remember me” keeps you logged in on this device.

The link from the email works for 7 days and only once. If it does not work, click “Forgot your password?” on the login page: a link for a new password will be emailed to you (it works for 60 minutes).

Two-factor authentication

It protects the account if someone learns your password: after the password you also need a 6-digit code from an app on your phone (Google Authenticator, Microsoft Authenticator, 1Password and others). It is required for platform administrators and recommended for everyone else.

How to turn it on:

Open “Profile” → the “Two-factor authentication” block.
Click “Confirm the password to change” and enter your password.
Click “Turn on” and scan the QR code with the app (or type the “Setup key” by hand).
Enter the “Code from the app” and click “Confirm”.
Keep the “Recovery codes” somewhere safe: they are shown only once. Each code lets you log in once when your phone is not at hand.

When you log in, after the password you will see the “Two-factor authentication” page: enter the code from the app or click “Use a recovery code”.

On the left of each page is a dark menu with two sections. “Menu”: Dashboard, Contacts, Calendar, Orders, Inquiries. “Tools”: Projects, Members, Import, Custom fields, Audit log. Its items depend on your role:

Dashboard, Contacts, Calendar, Orders, Inquiries, Projects — every member (a manager and a viewer see only their projects);
Members, Import, Custom fields, Audit log — the owner and admins only.

“Account settings” is not in the left menu but in the user menu (the block with your name on the right of the header), for the owner and admins.

The open page is highlighted in white with a bar on the left. On the “Profile” and “Account settings” pages no item is highlighted. On the profile page the menu, search and bell belong to the account you opened last. A long name that does not fit ends with an ellipsis — point at the item to see it in full.

Collapse the menu. On a computer or tablet, the ☰ button in the top left corner of the header collapses the menu to icons, leaving more room for the pages; point at an icon to see its name. Click again to expand the menu. The choice is remembered in this browser.

On a phone the menu is hidden: tap ☰ and it opens over the page. It closes when you choose an item, tap the dimmed part of the page, × or press Esc.

“Search customers…” — type a name, phone or email and press Enter: the contacts list opens with this search. On a tablet or phone, the field opens with the magnifier icon.
Language — a round button with the flag of the current language, see Languages.
The bell — how many reminders are due today or overdue: occasions and inquiries, the same number as “Time to reach out” on the dashboard. Only your projects count. Click it to open the calendar. When there is nobody to write to, the bell shows no number.
The user block on the right — your initials, name and the account name (e.g. “BestGift”): it shows which account you are working in. Your role is shown on the “Members” page. Click the block to open the menu: “Profile” — your personal settings; “Account settings” (the owner and admins); “Help” — these articles on the qocrm.com website, in a new tab; the list of accounts when you have several (see Several accounts); “Log out”.

The header menus work from the keyboard too: Tab to the button, Enter, the ↑ ↓ arrows choose an item, Esc closes.

Languages

QoCRM speaks Russian, English and Armenian. Switch the language in the header: click the button with the flag of the current language and choose a language in the list — each has its flag: English (USA), Հայերեն (Armenia), Русский (Russia). The login page and the qocrm.com website have the same switcher. Or in “Profile” → “Interface language”. The choice is saved in your profile: it applies on all your devices and to emails to you.

The language you write to a customer in is a separate setting on the customer's card (“Language of communication”): it picks the language of the message template.

Several accounts

If you work for several companies, the user menu (the block with your name on the right of the header) shows an “Account” list: the current company has a check mark; choose another one to open its dashboard. After you log in, QoCRM opens the account you worked in last.

No accounts yet

This page opens when your login has not been added to any account yet (or you have been disabled). Ask the owner or an admin of the account to send you an invitation. A platform administrator sees the link “Open the platform administration” here.

Hints and help

“?” next to a field or button — a short hint. On a computer, hover over it or reach it with the Tab key; on a phone, tap it. “Learn more” opens the right section of the help.
“?” next to the page title — the help article about this page.
The help is open without logging in too, on the website: qocrm.com/help. Each language has its own address: the English help is qocrm.com/help, the Russian one qocrm.com/ru/help, the Armenian one qocrm.com/hy/help; the language switcher in the site header opens the same article in another language. A link to an article can be sent to a customer or a colleague — it opens in the language it names. The site never changes the language by itself — even if the browser is set to another language.
Every help link in the CRM opens the help on the qocrm.com website in your language, in a new tab — the page you are working on stays open. Old addresses of the help inside the CRM open the website too.