Getting started with KruxCRM

Set up your workspace: invite your team, import contacts, and connect your support address.

Your workspace

KruxCRM is invite-only: we create your workspace and you sign in at kruxcrm.com/your-team. Everything your team does — contacts, conversations, broadcasts, tasks — lives inside that workspace, isolated from every other team on the platform.

Invite your team

Go to Settings → Team and invite teammates by email. Invitations expire after 7 days and can be revoked anytime. There are two roles:

  • Admins manage the team, billing, email setup, forms, and exports.
  • Members do everything else — contacts, inbox, broadcasts, tasks.

Bring in your contacts

Import a CSV from Contacts → Import. You'll map your columns to KruxCRM fields (we guess the obvious ones), choose how duplicates are handled, and optionally tag the whole batch — tags are how you'll segment broadcasts later.

Connect your support address

Your workspace has its own inbound email address (shown on the Inbox page and under Settings → Email setup). Forward your real support address to it and your team can answer customer email together. See the shared inbox guide for details.

Set your signature and timezone

Under Settings → Your profile, set your reply signature (appended to shared-inbox replies) and your timezone — due dates, reminders, and the calendar all display in it.