Quick Start

Follow these steps to get your YSUITE workspace running in minutes.

Step 1 — Create your account

1. Go to ysuiteapp.com and click Start Free Trial.
2. Enter your business email address and choose a password.
3. Verify your email via the confirmation link we send you.

Step 2 — Set up your workspace

After signing in you will be prompted to fill in your:

• Business name — used on invoices, quotes, and emails
• Industry — helps us pre-configure relevant defaults
• Currency & timezone — applied globally across all modules

You can update any of these later in Settings → Business Profile.

Step 3 — Activate your modules

YSUITE is modular. Enable only what you need:

1. Go to Settings → Modules.
2. Toggle on the modules you want — CRM, MoneyPro, TaskPro, etc.
3. Each module activates instantly with zero migration steps.

Step 4 — Invite your team

1. Go to Settings → Team Members.
2. Click Invite Member and enter their email.
3. Assign a role: Admin, Manager, or Member.

Invited users receive an email with a one-click join link.

Step 5 — Import your data (optional)

You can import existing contacts, customers, and products via CSV:

1. Go to the relevant module (e.g. CRM → Contacts).
2. Click Import in the top right.
3. Download the sample CSV, fill it in, then upload.

What's next?

• Set up the CRM — add contacts and build your pipeline
• Create your first invoice — in MoneyPro
• Explore Automation — save time with trigger-based workflows