Getting Started

Welcome to GatherCRM

GatherCRM brings your contacts, sales, tasks, projects and everyday business tools together in one simple place. This training area will help you understand each module and get comfortable using the system.

If you need help at any point, open the GatherCRM chatbot and ask your question in plain English. For additional support, email support@gathercrm.co.uk, and the team will be happy to help.

You can personalise GatherCRM from Settings, where you can:

• Change terminology to match the language your business uses
• Turn individual modules on or off
• Manage users and permissions
• Update your company details
• Access integrations, email, security and other system settings

Choose a training module to get started and explore GatherCRM at your own pace.