Getting Started with Growstack CRM

Welcome to Growstack CRM! This guide walks you through essential setup after installation so your sales team can start managing contacts, leads, and deals immediately.

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Table of Contents

1. First Login
2. CRM Dashboard
3. Essential Configuration
4. Set Up Your Sales Team
5. CRM Workflow
6. Connect Customer Touchpoints
7. API & Integrations
8. Next Steps

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First Login

1. Navigate to: http://yourdomain.com/login
2. Enter your admin credentials from installation
3. Click Login

You are redirected to the CRM Dashboard at /admin/crm.

Navigation Overview

Menu Section	Purpose
CRM → Dashboard	Pipeline KPIs and charts
CRM → Contacts	Customer records
CRM → Accounts	Company records
CRM → Leads	Prospect management
CRM → Deals	Opportunity tracking
CRM → Pipeline Board	Kanban deal board
CRM → Pipelines	Stage configuration
CRM → Reports	Sales analytics
Settings	App configuration
Users	Team management

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CRM Dashboard

The dashboard shows your sales health at a glance:

• Pipeline Value — Total open deal value
• Deals Won (MTD) — Closed deals this month
• New Leads (7d) — Recent lead volume
• Conversion Rate — Lead-to-deal percentage
• Activities Due — Overdue follow-ups
• Pipeline Funnel — Deals by stage
• Lead Sources — Where leads come from

Review this daily to prioritize follow-ups.

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Essential Configuration

Step 1: General Settings

1. Go to Settings → General
2. Set App Name to your company or product name
3. Upload Logo and Favicon
4. Set Timezone and Default Language
5. Click Save

See: General Settings

Step 2: Email Settings

1. Go to Settings → Email Settings
2. Configure SMTP (host, port, username, password, TLS)
3. Send a test email
4. Click Save

Email is required for lead notifications and activity reminders.

See: Email Settings

Step 3: Module Settings

Review which modules are enabled:

1. Go to Settings → Module Settings
2. Verify CRM is enabled
3. Enable optional modules as needed (Blog, Products, Courses, etc.)
4. Save changes

Fresh installs use CRM-first defaults — CMS and e-commerce modules are disabled.

See: Module Settings

Step 4: Notification Settings

1. Go to Settings → Notification Settings
2. Enable CRM notification types:
   • Lead assigned
   • Deal stage changed
   • Deal won
   • Activity due
3. Configure email delivery

See: Notification Settings

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Set Up Your Sales Team

Create Users

1. Go to Users → Create User
2. Enter name, email, and password
3. Assign a role:
   • Admin — Full access
   • Sales Manager — All CRM except delete
   • Sales Rep — Own records only
4. Click Save

CRM Permissions

Key permissions to verify:

Permission	Who Needs It
view contacts	All sales team
create leads	Sales reps
convert leads	Sales reps and managers
view deals	All sales team
manage pipelines	Sales managers only
view crm reports	Managers

See: Roles & Permissions

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CRM Workflow

Daily Sales Workflow

1. Check CRM Dashboard for new leads and due activities
2. Contact new leads within 24 hours
3. Log every call, email, and meeting as an Activity
4. Move deals on the Pipeline Board after each touchpoint
5. Convert qualified leads to Contacts + Deals
6. Review Reports weekly for pipeline health

Creating Your First Contact

1. CRM → Contacts → Create Contact
2. Enter name and email
3. Optionally link to an Account
4. Assign an Owner (sales rep)
5. Save

Capturing Your First Lead

Option A — Manual:

1. CRM → Leads → Create Lead
2. Fill in prospect details and source
3. Assign owner

Option B — Automatic:

• Visitor submits your contact form at /contact
• Lead appears automatically in CRM → Leads

Converting a Lead

1. Open the lead
2. Click Convert Lead
3. Confirm contact and deal creation
4. Deal appears in the Pipeline Board

Managing Deals on the Kanban Board

1. Go to CRM → Pipeline Board
2. Drag deal cards between stages
3. Won/Lost stages update deal status automatically

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Connect Customer Touchpoints

CRM unifies data from across the platform:

Touchpoint	CRM Integration
Contact form	Creates lead automatically
Quote request	Links to contact and deal
Service inquiry	Creates lead
Support ticket	Links to contact
Appointment	Links to contact

Upgrading Growstack CRM?

See: Upgrading Growstack CRM

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API & Integrations

Public Lead Capture

Embed lead capture in external sites:

curl -X POST https://yourdomain.com/api/public/leads \
  -H "Content-Type: application/json" \
  -d '{"first_name":"Jane","last_name":"Doe","email":"jane@example.com"}'

Authenticated API

Create a Sanctum token and access /api/crm/contacts, /api/crm/leads, etc.

Webhooks

Set in .env:

CRM_WEBHOOK_URL=https://hooks.zapier.com/hooks/catch/...
CRM_WEBHOOK_SECRET=your-secret

See: API Documentation and Reports & Integrations

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Next Steps

• CRM Module Overview
• Contacts & Accounts
• Leads & Deals
• Pipelines & Activities
• Launch QA Checklist

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Last updated: June 2026