Getting Started with ZentroBiz
A step-by-step guide to setting up your ZentroBiz account, configuring your firm profile, and inviting your team.
- 01
Create Your Account
Visit zentrobiz.com and click 'Start Free Trial'. Enter your firm name, email, and create a password. You'll receive a verification email within 60 seconds.
- 02
Configure Your Firm Profile
Navigate to Settings > Firm Profile. Upload your logo, set your business address, phone number, and timezone. This information appears on invoices, the client portal, and email communications.
- 03
Invite Team Members
Go to Settings > Team. Click 'Invite Staff' and enter email addresses. Assign roles (Admin, Manager, Staff, or View-Only). Each team member receives an invitation link to create their login.
- 04
Import Your Client Data
Navigate to CRM > Import. Upload a CSV file with client names, emails, and phone numbers. ZentroBiz automatically maps columns and creates client records with unique 12-digit account numbers.
- 05
Explore the Dashboard
Your home dashboard shows active tasks, upcoming deadlines, recent client activity, and quick-launch buttons for every module. Customize widgets by clicking the gear icon.
Still need help?
Contact our team and we will point you in the right direction.