CRM System Setup

Step 1 of 3. Set up the database connection first. After that, create all tables and continue to the company setup page.

Database Setup

Compatible database recommended: MySQL 8.0+ or MariaDB 10.5+ with utf8mb4 charset support.

Recommended setup: use MySQL or MariaDB on cPanel, VPS, or cloud hosting. For best compatibility, use utf8mb4 as the database charset.
Leave blank only if your database user truly has no password.

Setup Information

Click a section to view more information.

Need a database for this CRM?

If you do not have a database yet for this CRM, you can purchase the database setup with me.

I can help prepare the database, configure the access, and make sure it is ready for this CRM setup flow.

Before You Start

  • Prepare your database host, database name, username, password, and charset.
  • Make sure the database already exists before testing the connection.
  • After the connection test is successful, continue with table creation.
  • Once tables are ready, continue to company setup and then Microsoft setup.

Recommended Compatibility

  • MySQL 8.0 or above
  • MariaDB 10.5 or above
  • utf8mb4 charset recommended
  • Shared hosting, cPanel, VPS, and cloud servers supported