Help center
Answers to the questions people ask most, and how to reach us.
Your account
Change your password, set up two-step verification and see where you're signed in.
Getting into a workspace
To open the CRM you need a CRM seat in that workspace. If a workspace is missing, ask an admin of your organization to give you a seat.
Plans and billing
Owners and billing admins can change plans, add seats, update the payment method and download invoices.
Connecting your website
Hosted websites connect automatically. For a site on your own server, install the Client Craft package and follow the guide in the workspace's Installations tab.
Common questions
I can't sign in
Check that you verified your email, then try resetting your password. If you use two-step verification, use your authenticator app or a recovery code.
My session ended while I was editing
Sign in again — Client Craft keeps your draft on the page so you can review it and save.
A teammate didn't get their invitation
Open Members, find the pending invitation and copy the invitation link to share it directly.