Help / Getting started
Your first week: professional services
Five short steps to get a professional services business running in Crustomer.
You don't need to set up everything at once. Do one of these a day and by the end of the week Crustomer is running your follow-ups for you.
- Finish the four setup steps (your industry, your business, bring in your people, get paid). Settings → Setup shows what's left.
- Connect Instagram under Settings → Connections. Your DMs are sorted into leads, and the ones waiting on you show in Inbox → Follow-ups.
- Bring in your clients: People → Add & import takes a spreadsheet or an export from the app you use now. Duplicates are matched for you.
- Put your open jobs in the Pipeline. When one is signed, Crustomer offers to make it a project with your starter tasks.
- Start each day on Today and Inbox → Follow-ups. Calls, emails and website inquiries are there too, not just DMs.
Log calls and emails on each client's page so Follow-ups knows who to chase. Send proposals from Money → Invoices & quotes as quotes.
Still stuck? Write to hello@crustomer.us and a person answers.
More in Getting started
- Set up your workspaceThe setup guide walks you through everything, in order.
- Your brand libraryLogos, colors, fonts, photos and files in one place.
- Home and Follow-ups: what to do todayWho's waiting on you, who's going cold, and who's hot right now.
- Use Crustomer in Claude, ChatGPT or GrokAsk your chat app about leads and follow-ups, or bring a plan in as a project.
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- Your first week: retail & brandsFive short steps to get a retail & brands business running in Crustomer.
- Following up with people who called or emailedNot every lead comes from Instagram. Here's how calls, emails and website inquiries get followed up.
- What each menu is forToday, Inbox, People, Pipeline, Projects, Calendar, Money, Grow and Reports in one minute.