Welcome to OffixPro CRM – we're excited to have you on board! Whether you're running a small business or managing a growing team, OffixPro is here to help you streamline your work, stay organized, and serve your clients better.
This guide will walk you through the basics to get you up and running in no time.
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Your CRM comes with two login links created at signup: the Admin Login and the Client Portal Login.
The Admin link is what you and your staff will use to log into your CRM, while the Customer link is what your clients will use to access their own accounts.
This customer link is created automatically whenever you add a new customer to your CRM.
To find these links, scroll to the bottom of your left-hand menu, click on My Account, then go to Overview to view your subscription page where the links are displayed. -
Enter your email address and password to login.
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Click Login – you're in!
✅ Tip: Bookmark your login page for quick access.