Help Center

MixCRM Help Center. How Can We Help?

Find quick answers to the most common questions about getting started, your team and your account.

Help center search and topicsHow can we help?GoGetting startedTeam and accessBilling and invoices

Browse by topic

Pick a topic to get started.

Getting started

Create your account and add your first customers.

Contacts and leads

Add, import and find the people you work with.

Deals and the sales board

Track every deal from first call to final payment.

Tasks and reminders

Never miss a call, email or follow up.

Team and access

Invite your team and choose who sees what.

Billing and invoices

Send proposals, agreements and invoices with ease.

Support

Get help with your free CRM

Find quick guides for setting up MixCRM, adding leads and sending proposals, agreements and invoices.

Still stuck? Our team is happy to help.

Quick start

Set up your account in minutes.

Real people

Reach our team any time you need a hand.

Faster with MixAI

70% faster with MixAI helping you write and plan.

Still need a hand?

Tell us what you need and we will help you out.

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