Business Management Simplified
Everything you need to get up and running with LootCRM
After signing up, complete these steps to get the most from your CRM:
Go to Settings → Business to add your company name, address, logo, VAT number and bank details. These appear on all your documents (invoices, quotes, receipts).
In Business Settings → Email, add your SMTP details so you can send invoices, quotes and receipts directly to customers from the CRM.
Go to Products and add the items or services you sell. Set prices, VAT rates, cost prices and stock levels. These will auto-populate when creating sales.
Go to Customers → Add Customer. Enter their name, email, phone, address and any notes. You can also track the lead source (e.g. referral, website, ad).
Click Customers → Add Customer. Fill in details such as name, company, email, phone, address, lead source and notes. You can attach files (contracts, photos) to any customer record.
Click any customer to see their full profile — timeline of all activity, past sales, outstanding balances, attached files, notes and contact details. You can email them directly from this page.
From a customer's detail page, generate a Customer Statement (PDF of all transactions) or a Customer Report showing their purchase history and balances.
Jobs track work you need to do for customers. Go to Jobs → Add Job and set the customer, description, scheduled date, priority and status. Link jobs to sales to track the full lifecycle from quote to completion.
View all scheduled jobs in the Calendar view. Set Reminders to get notified about upcoming jobs, overdue invoices, or follow-up tasks. Jobs can be marked as Pending, In Progress, Completed or Cancelled.
Each product has a name, price, VAT rate, cost price, description and stock level. When you add products to a sale, stock is tracked automatically.
The dashboard shows low stock alerts when items fall below the reorder threshold you set, and a product performance table ranking your best sellers by revenue, profit and margin.
Reorder Alerts: Set a minimum stock level on each product. When stock drops below it, you'll see a warning on the dashboard and products page.
Cost Price: Enter what you pay for each item to track margins. The dashboard Product Performance widget shows profit and margin % per product automatically.
Go to Expenses → Add Expense. Enter the supplier, amount, VAT, category, date and description. You can attach receipt images or documents to each expense.
Have a spreadsheet of expenses? Go to Expenses → Import and upload a CSV or Excel file. Map your columns to the right fields and import in bulk — saves hours of manual entry.
Go to Accounts → VAT Summary. Select your period (bi-monthly for Irish VAT) and the system calculates VAT on sales, VAT on expenses, and the net amount due. Supports reverse charge and RCT.
Your dashboard shows real-time stats: revenue charts, jobs by status, invoice aging, top customers, product performance, customer growth and a revenue forecast based on your sales history.
Export any list to Excel — sales, customers, products, expenses. Use the Accounts page for a full profit & loss view showing income vs expenses with net profit calculation.
See all outstanding invoices grouped by age (current, 30 days, 60 days, 90+ days). Identify slow payers and follow up before debts go stale.
The dashboard shows your top 10 customers by revenue, with order count and average order value — helping you identify your most valuable relationships.
Based on your historical sales data, the revenue prediction widget estimates your expected earnings over the coming months.
For regular billing (monthly services, subscriptions, maintenance contracts), set up recurring invoices: