Get started with the Heyzack CRM

This guide walks you through the essential steps to get your team up and running on the Heyzack CRM. By the end, you'll have signed in, created your first installation, added a lead, and set up at least one team member — giving you a working foundation for your day-to-day operations.

Sign in

Navigate to the CRM login page. Enter your email address and password, then click Sign in.

Tip

If you don't have credentials yet, ask your admin to create an account for you in Settings → Create User.

Explore the dashboard

After signing in, you land on the dashboard. This is your at-a-glance overview of the business. It displays four key stats:

Total sales — cumulative revenue across all orders
New leads — leads created within the current period
Active installations — installations currently in progress
Active partners — partners with recent referral activity

Use the dashboard as your daily starting point before diving into specific sections.

Create your first installation

Go to Installations in the sidebar and click New Installation. Fill in the following details:

Title — a descriptive name for the job (for example, "Smith Residence — Smart Lock + Thermostat")
Partner — the partner account associated with this installation
Handyman — the technician who will complete the work on site
Scheduled date — the date the installation is planned to take place

Click Save to create the installation. You can update its status and add notes as the job progresses.

Add a lead

Go to Leads in the sidebar and click Create Lead. Fill in the customer's details, including their name, contact information, and any notes about their interest or requirements.

Info

Leads can also be created by partners using their unique referral token. You can track the source of each lead from the leads list view.

Once created, you can qualify the lead, link it to a partner, and eventually convert it to an order.

Set up your team

Go to Settings and click Create User. Enter the new team member's name and email address, then assign them a role — such as Manager, Support, Partner, or Handyman.

The role you choose determines which sections of the portal the user can access. You can adjust these permissions at any time from the user's profile in Settings.

Warning

Only admins can create users and modify role permissions. If you don't see the Settings option, contact your admin.

Note

The portal is available in English and French. To switch languages, use the language dropdown in the sidebar. Your preference is saved automatically.