Getting Started with Tickmark
Welcome to Tickmark! This guide will walk you through everything you need to get up and running — from creating your account to inviting your team.
What is Tickmark?
Tickmark is an all-in-one business management platform that combines CRM, project management, task tracking, time logging, invoicing, and team collaboration into a single workspace. Whether you’re a startup, agency, or enterprise — Tickmark helps your team stay organized and productive.
Quick Start
Create Your Account
Sign up with your email or Google account. You’ll receive a verification email to confirm your address.
Set Up Your Workspace
Create a workspace for your organization. Enter your company name, team size, and industry.
Choose a Plan
Select a plan that fits your team. Start with Free for up to 5 users, or go Pro for more features.
Invite Your Team
Head to Settings → Members to invite your team via email. They’ll receive a link to join your workspace.
Start Working
You’re ready! Explore the Dashboard, create your first Project, or add Leads to your pipeline.
Key Sections
| Section | What It Covers |
|---|---|
| CRM & Sales | Manage leads, sales pipeline, contacts, and enquiries |
| Project Management | Projects with Kanban boards, Gantt charts, and budgets |
| Task Management | Tasks, subtasks, dependencies, and recurring tasks |
| Time Tracking | Timer, work logs, EOD reports, and analytics |
| Invoicing | Create and send invoices, track payments |
| Files | Upload, organize, and share documents |
| Messaging | Real-time team communication |
| Settings | Roles, permissions, integrations, and billing |