Guides & Tutorials
Practical, task-focused guides to help you get specific things done in CRM Wing.
Featured guides
Set up GST invoicing from scratch
20 minBeginnerAdd your company GSTIN
Go to Settings → Company and enter your GSTIN, PAN, and CIN. This auto-populates on every invoice.
Add your products with HSN codes
Navigate to ERP → Products and add each product with its HSN code and applicable GST rate (5%, 12%, 18%, or 28%).
Add your customers with state
In ERP → Customers, add each customer with their state. CRM Wing uses this to auto-detect interstate transactions.
Raise your first invoice
Go to ERP → Invoices → New Invoice. Select a customer, add line items, and CRM Wing will auto-calculate CGST+SGST or IGST.
Migrate from a spreadsheet to CRM Wing
45 minIntermediateExport your data
Export your contacts, products, and customers from your spreadsheet as CSV files.
Map your columns
Use the import wizard to map your spreadsheet columns to CRM Wing fields.
Review and import
Preview the import, fix any validation errors, and confirm the import.
Verify your data
Check a sample of imported records to confirm everything looks correct.
Browse by category
GST & Invoicing
8 guidesInvoices, quotations, delivery challans, and GST compliance.
CRM & Sales
6 guidesPipeline setup, contact management, and deal tracking.
HR & Payroll
5 guidesEmployee onboarding, payroll runs, and leave management.
Inventory & ERP
7 guidesProducts, GRN, serial numbers, and vendor management.
Integrations & API
4 guidesConnecting CRM Wing to your other tools via API.