API Documentation
Build powerful integrations with Titan CRM's comprehensive RESTful API. Complete with examples, SDKs, and interactive testing.
Documentation
Quick Start Guide
Get up and running with Titan CRM in just a few minutes. This guide will walk you through the essential setup steps and core features.
Table of Contents
1. Account Setup
Welcome to Titan CRM! Let's start by setting up your account and configuring the basic settings that will help you get the most out of your CRM experience.
Video Tutorial Available
Watch our 3-minute setup video for a visual walkthrough of the account setup process.
Step 1: Complete Your Profile
- Navigate to Settings → Profile from the main menu
- Upload your profile picture and add your contact information
- Set your timezone and preferred date/time formats
- Configure your notification preferences
Step 2: Company Information
Add your company details to personalize your CRM experience and ensure proper branding across all communications.
2. Adding Your First Contacts
Contacts are the foundation of your CRM. Let's add your first contacts and organize them effectively.
Manual Entry
Add contacts one by one with detailed information
Bulk Import
Import contacts from CSV files or other CRM systems
3. Creating Your Sales Pipeline
Set up your sales pipeline to track opportunities from initial contact to closed deals.
💡 Pro Tip
Start with our pre-built pipeline templates and customize them to match your sales process. This saves time and ensures you don't miss any important stages.
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Advanced Contact Management
Learn advanced techniques for organizing and segmenting your contacts
Email Integration Setup
Connect your email accounts for seamless communication tracking
Custom Fields and Properties
Customize your CRM to capture the data that matters most to your business
Automation Workflows
Set up automated processes to streamline your sales operations