← Help centre

Sprocket Cloud CRM guide

Getting started with Sprocket Cloud CRM

A practical route from workspace sign-in to the first useful customer view.

Find your workspace

Go to crm.sprocketcloud.com/login and enter your work email. If your account belongs to more than one workspace, choose the one you want to open.

Learn the navigation

The default top icon rail keeps named modules visible. You can choose the compact side rail from your profile when you prefer more working space.

Start with context

Open Companies or People to find a customer, then use their connected history to move into activities, opportunities, cases, notes and documents.

Make the dashboard yours

Use the workspace overview to review pipeline, priorities and customer activity. Your available modules depend on your permissions and enabled apps.