Help center
How to work with PrestoCRM.
Short guides with pictures from the app (which shows German labels in the screenshots). New here? Start with “PrestoCRM in ten minutes”.
Getting started
Quotes
- Your first quoteTemplates, items, sections, optional items, discount and Skonto. This is how a quote comes together in PrestoCRM.
- Tax cases: domestic, Reverse Charge, export, KleinunternehmerWhich tax case applies when, what PrestoCRM then prints on the quote, and when your customer's UID is missing.
- Finalising and number rangeWhat happens when you finalise, which company details you need, and why finished quotes stay locked.
- Hand quotes to Lexware Office or sevdeskTurn an accepted quote into an invoice draft in your accounting software, without retyping anything.
Customers and pipeline
Data and tools
- Import from Excel, Pipedrive and HubSpotBring over contacts, companies and deals, let PrestoCRM recognise exports from other CRMs, update data later and undo imports.
- Data export, DPA and privacyWhere your data is stored, how to sign the data processing agreement, and how to export everything at any time.