• Getting Started with SME System
  • Managing Contacts
  • Signing In to SME System
  • Using the CRM
  • Data Security and Privacy
  • Creating Quotes
  • Team Members and Roles
  • Account Settings
  • Managing Products
SME System
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Documentation

Guides to help your team get started with SME System

Getting Started with SME System

A quick introduction to using SME System, the UK ERP for small and medium enterprises.

Managing Contacts

Learn how to manage customers and suppliers in SME System.

Signing In to SME System

How to sign in, sign up, and manage your SME System account access.

Using the CRM

Learn how to manage your sales pipeline with SME System's visual CRM.

Data Security and Privacy

How SME System protects your business data with Row-Level Security, encryption, and UK GDPR compliance.

Creating Quotes

Learn how to create professional quotes with automatic VAT calculation in SME System.

Team Members and Roles

Learn how to invite team members, manage roles, and control access in SME System.

Account Settings

Configure your SME System account, organisation details, and team preferences.

Managing Products

Learn how to set up and manage your product catalogue in SME System.