TormanoDon’t try to configure everything on day one. Do these in order, and you’ll be productive by lunch.
1. Set your profile (2 min)
Go to Settings > Profile. Add your full name, photo, time zone, and phone. This drives signature blocks, calendar invites, and how teammates @-mention you.
2. Invite your team (5 min)
Go to Settings > Users. Click + Invite User, add their email, and pick a role. Most people start on the standard sales or fundraising role, and you can change it or build your own later (see Team members and roles). They get an email with a one-click link to set up their account.
3. Connect QuickBooks, if you use it (5 min)
Go to Settings > Integrations > QuickBooks and click Connect. Sign in to QuickBooks, choose your company, and you are back in Tormano with two-way sync running for customers, invoices, estimates, sales receipts, payments, and projects.
4. Connect your email (3 min)
Go to Settings > Email Accounts. Outlook / Microsoft 365 connects in one click; Gmail, iCloud, Yahoo, Fastmail or any other provider connects with an app password. Either way, the email you send from Tormano goes through your own account, so replies land in your own inbox. This step is optional: Tormano sends your campaigns and receipts whether or not a mailbox is connected.
5. Import your existing data (10 min)
Go to Data > Imports. Upload a spreadsheet, match its columns to Tormano fields, preview, and run. Coming from another system? Pick a ready-made mapping: HubSpot, Salesforce, Zoho or Pipedrive on the Business edition; Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly (NonProfitEasy), CiviCRM or Givebutter on the Nonprofit edition.
6. Know where help lives
The ? button in the top right is always one click away. The command bar (Cmd+K) is always one keystroke away.
After this, the rest can wait until you have a real reason to need it.