Getting Started with Chorum
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Welcome to Chorum
This guide will walk you through your first steps setting up your account, inviting your team, and connecting your tools.
Step 1 — Create your organisation
Navigate to Settings → Organisation and fill in your company details including name, address and contact information.
Step 2 — Invite your team
Head to Settings → Users and click Invite User. Enter their email address and choose a role (Admin, Manager, or User).
Step 3 — Configure your modules
Enable the modules you need from Settings → Modules. Chorum includes CRM, Helpdesk, Products, and more.
Step 4 — Connect integrations
Set up Microsoft 365, FreeAgent, or Stripe from Settings → Integrations to sync your email, accounting, and payments.