Don'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)
Settings > Users. Click + Invite User, add their email, choose a role (Admin / Manager / Member / Read-only). They'll get an email with a one-click link to set up their account.
3. Connect QuickBooks (5 min) — if you use it
Settings > Integrations > QuickBooks > Connect. You'll get redirected to Intuit, sign in, pick the company, and you're back in Tormano with two-way sync running. Customers, invoices, payments, and items flow both directions across 72 modules.
4. Connect your email (3 min)
Settings > Integrations > Email (or /email-sync). Connect Gmail, Outlook, or any IMAP/SMTP account. Outbound CRM emails will route through your real account so replies land in your real inbox.
5. Import your existing data (10 min)
Data > Import Data. Upload a CSV, map columns to Tormano fields, preview, and run. Tormano supports 21 competitor platforms with 34 prebuilt mapping templates.
6. Pin the Help menu
The ? icon 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.