Manager Guide

Set Up Your Organization

Everything you need to manage your team and tracking logs effectively.

1

Create Your Account

Sign up with your business email to register your workspace.

  • • Go to miniclickcrm.com/signup
  • • Enter your company email and password
  • • Verify your email address to continue
Create Account
2

Configure Organization

Set up your business profile in the dashboard.

Log in and go to Settings → Organization to set your timezone and upload a logo.
3

Onboard Employees

Directly invite team members to start tracking.

Email Invite

Automated setup instructions

Manual Code

6-digit pairing code

4

Choose a Plan

Select the infrastructure modules you need.

CallSync License: $5.99/u
AI CRM: $3.99/u
Cloud: $1.99/GB