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)
Settings > Users. Click + Invite User, add their email, and choose a role. Tormano seeds seven system roles — Owner, Organization Administrator, Sales Manager, Sales Representative, Marketing Manager, Customer Support Agent, and Readonly (Nonprofit relabels several: Development Manager, Fundraiser, Communications Manager, Donor Services Agent). New invites default to Sales Representative, and you can create your own custom roles. 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, estimates, sales receipts, payments, and projects flow between QuickBooks and your CRM records, all configured across the QuickBooks settings tabs.
4. Connect your email (3 min)
Email > Accounts & Sync (/email-sync). Connect Gmail / Google Workspace or Outlook / Microsoft 365 via OAuth2. Outbound CRM emails will route through your real account so replies land in your real inbox.
5. Import your existing data (10 min)
Data > Imports. Upload a CSV or Excel file, map columns to Tormano fields, preview, and run. Pick a prebuilt mapping template if your data came from another platform. B2B orgs get four templates (HubSpot, Salesforce, Zoho, Pipedrive); Nonprofit orgs get seven (Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly / NonProfitEasy, CiviCRM, Givebutter). These are the guided quick picks — the full library holds 37 templates covering 21 platforms.
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.