Getting Started
Get your WorkChores CRM up and running in under 60 seconds.
What is WorkChores?
WorkChores is a lightweight CRM built for small teams who need a simple, powerful way to manage contacts, track deals, and never miss a follow-up. It comes pre-configured for your industry so you can start closing deals immediately — no setup guides, no consultants, no training sessions.
Creating Your Account
Signing up takes about 30 seconds. You'll create an account, choose an industry template, and land in a fully configured workspace.
Step-by-Step
1
Go to workchores.com/signup and enter your full name, email address, and a password (minimum 8 characters).
2
Check your email inbox for a confirmation link from WorkChores. Click it to verify your account. If you don't see it within a minute, check your spam folder.
3
After confirming, you'll be asked to choose your industry. Pick from: B2B Sales, SaaS, Real Estate, Recruiting, Consulting, or Home Services. This pre-loads your pipeline stages, dashboard metrics, and sample data tailored to your workflow.
4
Enter your company name. This becomes your workspace name — visible to you and any team members you invite later.
5
You're in! Your CRM is ready with sample contacts, tasks, and activity so you can explore every feature right away. When you're ready to use real data, clear the samples from Settings → Company Info → Clear Sample Data.
Pro Tip
Not ready to sign up? Try the live interactive demo first — no account needed. You get the full CRM experience with sample data, and you can switch between Admin, Manager, and Member roles to preview how permissions work.
Your First 5 Minutes
Once you're inside the CRM, here are the five things most new users do first. Each one takes under a minute.
1. Add your first contact
Click the + button in the top-right header → 'New Contact'. Fill in their name, email, company, and deal value. Hit Save. They appear in your contact list and pipeline instantly.
2. Create a follow-up task
Click + → 'New Task'. Give it a title like 'Follow up with Jane', link it to the contact you just created, set a due date, and choose a priority. It shows up in your Tasks view and on the Calendar.
3. Invite a teammate
Go to Settings → Team Members. Enter their email and choose a role (Admin, Manager, or Member). They'll receive an email invite and can join your workspace immediately.
4. Import your contacts
If you have existing contacts in a spreadsheet, go to Import in the sidebar. Download our template, paste your data, and upload. We handle the rest — mapping columns, validating data, and creating contacts.
5. Connect your Gmail
Go to Settings → Email Templates → 'Connect Gmail'. Authorize WorkChores to send on your behalf. Now you can email contacts directly from the CRM — and every email is auto-logged on the contact's timeline.
Pro Tip
The sidebar is draggable — grab the right edge and resize it to your preference. You can collapse it to icon-only mode for more screen space.
Navigating the App
The app has three main areas:
Sidebar (left)
Split into two sections: Core (Dashboard, Contacts, Pipeline, Tasks) is always visible. Click 'More' to expand Calendar, Activity, For You, and Reports. At the bottom, the Data button opens Import/Export, and your avatar opens the User menu with Settings (admin), role switching (demo), or Sign Out (live).
Header (top)
Global search bar to find any contact or task instantly. The + button for quick-adding contacts, tasks, or activities. Notification bell shows overdue tasks and deals needing attention. Help icon opens support options.
Main Content (center)
The active view — whatever page you've navigated to. Click a contact to drill into their detail page. Click Back to return.
Pro Tip
The sidebar is draggable — grab the right edge and resize it. Drag it narrow enough and it collapses to icon-only mode. On mobile, it opens as a full overlay via the hamburger menu.
Need Help?
Email us at support@workchores.com or use the help icon inside the app. We typically respond within 5 minutes during business hours (Mon–Fri, 9am–6pm ET).