Documentation
Everything you need to know to get the most out of Solo CRM. From getting started to advanced features and integrations.
Documentation
Overview
Solo CRM is designed for solo entrepreneurs and small teams who need powerful customer relationship management without the complexity. This documentation will help you get the most out of every feature.
Quick Start
Get up and running in minutes
Comprehensive Guides
Step-by-step tutorials
API Reference
For developers and integrations
Account Setup
Setting up your Solo CRM account is straightforward. Follow these steps to get started.
- 1
Visit the Solo CRM homepage and click 'Start Free Trial'
- 2
Enter your email address and create a secure password
- 3
Verify your email address through the confirmation link
- 4
Complete your profile with your name and business information
- 5
Choose your plan (you can start with the free tier)
- 6
You're ready to start using Solo CRM!
Contact Management
The heart of Solo CRM is contact management. Here's how to organize and track your customers effectively.
Adding Contacts
You can add contacts in several ways:
Manual Entry
Add contacts one by one through the 'New Contact' form with all relevant details.
CSV Import
Bulk import contacts from spreadsheets or other CRM systems using CSV files.
Contact Fields
Solo CRM provides comprehensive contact fields to store all relevant information:
- Basic Info: Name, email, phone, company
- Address: Complete address information
- Social: Social media profiles and links
- Custom Fields: Add your own fields for specific needs
- Tags: Categorize contacts with custom tags
- Notes: Detailed notes and interaction history
Revenue Tracking
Track your sales performance and monitor business growth with Solo CRM's revenue features.
Recording Revenue
Record revenue entries to track your business performance:
- 1
Navigate to the Revenue page from the dashboard sidebar
- 2
Click 'Add Revenue' to open the revenue form
- 3
Enter the amount, date, and revenue source
- 4
Select the appropriate category (e.g., Product Sales, Services, etc.)
- 5
Add any relevant notes or description
- 6
Link the revenue to a specific contact if applicable
- 7
Save the entry to update your revenue dashboard
Revenue Analytics
Solo CRM provides powerful analytics to understand your business performance:
Monthly Trends
Visualize revenue trends over time with interactive charts.
Category Breakdown
See which revenue sources are performing best.
Goal Tracking
Set monthly/yearly goals and track progress.
Calendar & Events
Keep track of your appointments, meetings, and important dates with Solo CRM's integrated calendar system.
Managing Events
Create and manage various types of events to stay organized:
- 1
Navigate to the Calendar page from the dashboard sidebar
- 2
Click 'Add Event' or click on any date in the calendar
- 3
Enter event details: title, description, and date/time
- 4
Select an event type (Meeting, Call, Follow-up, Deadline, etc.)
- 5
Optionally link the event to a specific contact
- 6
Add location information if needed
- 7
Save the event to add it to your calendar
Event Types
Solo CRM supports various event types to help you categorize your schedule:
Meetings
Face-to-face or virtual meetings with clients, prospects, or team members.
Calls
Phone calls, video calls, or conference calls scheduled with contacts.
Follow-ups
Reminder events to follow up with leads or existing customers.
Deadlines
Important deadlines for projects, proposals, or deliverables.
Event Status Management
Track the progress of your events with status updates:
- Scheduled: Event is planned and confirmed
- Completed: Event has been successfully finished
- Cancelled: Event has been cancelled or postponed
You can update event status from the calendar view or the upcoming events sidebar to maintain accurate records.
Calendar Views & Navigation
The calendar interface provides several ways to view and interact with your events:
Monthly View
See all events for the current month with easy navigation between months.
Upcoming Events
Sidebar showing your next 5 scheduled events for quick reference.
Quick Add
Click on any date to quickly add an event for that specific day.
Dashboard Analytics
Get insights into your business performance with Solo CRM's comprehensive dashboard analytics.
Key Metrics
Your dashboard displays four key performance indicators to track business health:
Total Contacts
Track your complete contact database with monthly growth indicators and trends.
Total Revenue
Monitor your all-time revenue with month-over-month comparison and growth trends.
Monthly Revenue
View current month's revenue performance with percentage change from previous month.
Upcoming Events
See events scheduled for the next 7 days, including any overdue items.
Understanding Trends
Each metric card shows trend indicators to help you understand business performance:
- Green Trends (↑): Positive growth compared to last month
- Red Trends (↓): Decrease compared to last month
- Percentage Values: Exact change amount for precise tracking
Dashboard Features
Beyond metrics, your dashboard provides several productivity features:
- 1
Recent Activity feed shows your latest actions and updates
- 2
Quick Actions panel provides shortcuts to common tasks
- 3
Personalized welcome message with your current plan information
- 4
Getting Started section guides new users through initial setup
- 5
Real-time data updates ensure you always see current information
Optimizing Your Dashboard
Make the most of your dashboard with these best practices:
Daily Check-ins
Review your metrics each morning to stay informed about business performance.
Trend Monitoring
Watch trend indicators to spot opportunities or issues early.
Quick Actions
Use dashboard shortcuts to quickly add contacts, record revenue, or schedule events.
Troubleshooting
Common issues and their solutions to help you get back on track quickly.
Common Issues
Login Issues
If you're having trouble logging in:
- Check that your email and password are correct
- Try resetting your password using the "Forgot Password" link
- Clear your browser cache and cookies
- Try using an incognito/private browsing window
Data Not Syncing
If your data isn't updating properly:
- Check your internet connection
- Refresh the page to get the latest data
- Log out and log back in
- Contact support if the issue persists
CSV Import Errors
If your CSV import is failing:
- Ensure your CSV file uses UTF-8 encoding
- Check that required fields (Name, Email) are present
- Remove any special characters from field names
- Keep file size under 10MB for best performance
Frequently Asked Questions
Is my data secure?
Yes, we use enterprise-grade security measures including SSL encryption, regular backups, and SOC 2 compliance to keep your data safe.
Can I export my data?
Absolutely! You can export your contacts and revenue data in CSV format at any time. Pro and Agency plans also support Excel and PDF exports.
Do you offer phone support?
We provide email support for all plans, with priority support for Pro and Agency customers. Phone support is available for Agency plan customers.
Can I integrate with other tools?
Yes! Solo CRM integrates with Google Calendar, Stripe, and many other popular tools. We also provide a REST API for custom integrations.
Contact Support
Need additional help? Our support team is ready to assist you with any questions.
Contact Support