Help & Guides

Get comfortable with CrossMerg, step by step.

Short guides and starting points designed for owners and small teams.

Quick start guides

Logging in & navigation

A quick walkthrough of the main screens you’ll use every day.

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Adding your first contacts

How to add clients cleanly so your records stay useful.

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Creating quotes & jobs

From estimate to scheduled work without re-entering data.

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New to CrossMerg

  • Log in and explore the main navigation
  • Add a few real contacts
  • Send a test quote to yourself

Setting up your workflow

  • Define pipeline stages
  • Create quote templates
  • Decide how you schedule jobs

Getting more value

  • Use tags for repeat work
  • Set reminders for follow-ups
  • Invite a teammate

Still have a question?

If something doesn’t make sense or you want advice on setup, send us a note and we’ll help directly.

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Support

Need help or want to go deeper?

Browse guides, or reach out if you want help setting things up the right way.

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Contact support

Why teams choose CrossMerg

  • Fewer status calls because clients can see what’s happening.
  • Faster approvals because the next step is obvious.
  • Cleaner payments because invoices have context and history.
  • A more professional client experience without enterprise complexity.

A note from the founder of CrossMerg

If you tell us what your clients struggle with today (approvals, payments, scheduling, status updates), we’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack. We focus on practical improvements that teams can actually adopt, not abstract features that look good in demos.

Peter Enzinger

Founder, CrossMerg

How we build portal experiences

Client-first language

We translate internal workflow into simple client-facing steps that reduce friction.

Lightweight rollout

Start with one feature (quotes or invoices) before rolling out deeper portal options.

Works with your reality

We respect your team size, tools, and capacity — no forced big-bang migrations.

Start small and expand later. No long-term contracts or surprise fees. Built and supported by a small, US-based team.