Get started with Tormano

Tormano is a CRM with deep, two-way QuickBooks sync. It runs in two editions built on the same platform:

• The Business edition, at crm.tormano.com, for sales teams and businesses.
• The Nonprofit edition, at npcrm.tormano.com, for nonprofits, schools, and charities.

Both share the same core: contacts, custom fields, automations, reporting, integrations, and AI features. The Nonprofit edition replaces Deals with Donations and adds Grants, Volunteers, Events, and Programs.

What to do first

1. Add your team: invite colleagues and pick a role for each at Settings > Users.
2. Connect QuickBooks, email and calendar: at Settings > Integrations.
3. Bring in your records: use the import wizard at Data > Imports, or add records one at a time.
4. Set up your pipeline or programs: build the stages that match how you work.
5. Turn on one automation: a welcome email or a donation thank-you is enough to start.

Where to get help

Click the ? icon in the top-right at any time, or press Cmd+K (Mac) or Ctrl+K (Windows) to jump to any page or record. Email support@tormano.com for anything this help center doesn’t answer.