No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Activate a new User account

When a user account is created on the CRM CRM, you’ll receive an email inviting you to use our CRM software. This step confirms that the correct email address has been entered – and allows you to choose your password.

To proceed, click on the “Accept the invitation” button.


You will then be taken to a page to set your password – enter it twice in the boxes and then click on the “Accept the invitation” button and you’re ready to go!


If you don’t get the invitation email:

  • Make sure that you don’t have emails from in your spam folder.
  • It may take up to 10 minutes to initially compile the database for your trial, so try refreshing your emails after a few minutes.

If the ‘Accept the invitation’ button in your email does not work:

  • Some email clients will disable the button.
  • To resolve this, copy and paste the unique URL provided in the email, underneath the button, as per the following example:
First Name*:
Last Name*:
Phone (Work)*:
Is there anything else we can help you with:
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