PSM staff only. This sets up the licence, the company details and the first administrator.
1. Your login
2. Plan and price
3. Company
4. Done
Sign in with your PSM CRM login
Checked against the PSM CRM. This machine needs internet access for this one
step; your password is forwarded and never stored here.
This installation is already set up.
The company profile for Shivam Graphics is here
, and 15 people can already sign in.
So this wizard will only ask for what is missing — the plan, the
price and the payment schedule. Your company details are filled in below and
your existing logins are left exactly as they are.
Choose a plan
Signed in as . Prices start from the plan and can be changed here.
Charged on this first term, then again once every 12 months at renewal —
a quarterly customer pays them on every fourth quarter, not every quarter.
On the whole sub total — setup, subscription and yearly costs.
Required. What was received, how, and any reference — kept on the account
so “what was agreed” never depends on anyone’s memory.
Confirm the company
These are the company details already saved on this installation. Correct them
if anything is out of date — the account is created under this name.
What they type to sign in. 20 characters maximum, so a full email address
will not fit — this is filled in from the email and can be changed.
At least 6 characters. Tell the customer before you leave.