NDA CRMGuided setup: live in an afternoon
You do not read a manual. The dashboard shows a setup checklist that turns green step by step: store, couriers, team, phone system, messaging. Every step says why it matters and what happens if you skip it.
The checklist
- Connect your store — Shopify with one click from the App Store, or WooCommerce with a consumer key. The first sync runs immediately and the parcels appear.
- Couriers — paste the API credentials of each courier you ship with; the CRM tests them on the spot and starts tracking within the hour.
- Team — invite operators, give each a role and a department. An operator sees the call center, not the finance screens.
- Phone system — pair the built-in call center with one click, or connect Asterisk, 3CX, Yeastar, Twilio or any PBX by webhook.
- Messaging — SMS and WhatsApp templates for confirmations and delivery updates.
- Brand and country — currency, phone rules, language and the name your customers see in messages.
Nothing hidden
Each step can be skipped and comes back later as a reminder. The checklist disappears only when everything required is done — and comes back if a courier key stops working.
Migrating from a spreadsheet
Import historical parcels from a CSV or Excel export; the courier is recognised from the tracking number, so old Cargus and FAN parcels land under the right carrier, not a default one.
Frequently asked questions
How long does setup take?
A store with one courier is live in about twenty minutes. Six couriers and a phone team fit in an afternoon.
Do I need a developer?
No. Every integration is a form: paste credentials, press Test, done.