Welcome to Tormano

Tormano is a CRM with deep, two-way QuickBooks sync. It runs in two flavors that share one codebase:

• Tormano CRM at crm.tormano.com for sales teams and B2B businesses.
• Tormano Nonprofit 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 — Settings > Users invites colleagues with role-based access.
2. Connect your data sources — Settings > Integrations to wire up QuickBooks, email, and calendar.
3. Import or create records — Use the Import wizard at Data > Import Data, or add records one at a time.
4. Set up your pipeline or programs — Configure the stages that match how you actually work.
5. Turn on automations — Start with one workflow (welcome email, donation thank-you) before building more.

Where to get help

Click the ? icon in the top-right at any time, or type Cmd+K (Mac) / Ctrl+K (Windows) to jump to any page or record. Email support@tormano.com for anything we can't answer in this Help Center.