AppsQuickstart5 min

CRM quickstart

Switch on CRM, add your first deal, and log what happened.

In about 5 minutes you’ll have a deal on your pipeline with a call logged and a follow-up set, and you’ll know how to keep it up to date from your assistant.

You need: a Tyms account. To switch CRM on, you need to be an owner or admin of your workspace. CRM is free to switch on, and 100 deals a month are free.

  1. Switch on CRM. Sign in at crm.tyms.ai with your Tyms account. If CRM isn’t on for your workspace yet, an owner or admin switches it on there. It’s free, and everyone in the workspace can open CRM straight away.
  2. Add a deal. Choose New deal. Give it a Deal name, such as "Acme maize supply 2027", an Amount and an Expected close date, and pick its company and person if you have them. Then choose Create deal. It starts in the first stage of your pipeline.
  3. Log what happened. Open the deal. In its timeline, choose Call, say what happened, and log it. Notes and meetings work the same way.
  4. Set a follow-up. Under Follow up, write what’s next and choose the day. It shows on Today for whoever it’s for.
  5. Move it along. On Pipeline, drag the deal to its next stage. Moving it to a lost stage asks why.

You get an email on the morning a follow-up is due, and when a deal is given to you. Each person can change this under Email notifications in the account menu.

Run it from your assistant

Ask Claude, ChatGPT or Jamaa to keep the CRM up to date. In CRM, open Connect AI assistant in the account menu to get the address and setup steps, or follow the assistant quickstart.

Good to know

  • No duplicates. Adding a person or company with an email, phone or website already in the CRM takes you to the one that’s there.
  • Already have a list? Use Import on People, Companies or Deals to bring in a CSV file. You see what will happen before anything is added.
  • What’s charged. Only creating a deal counts, whether in the browser or from an assistant. Imported deals are free. See Billing.

What’s next

Last checked against the product on 5 November 2026.

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