--- title: Slerp CRM Setup description: Slerp CRM helps you build strong connections with your customers easily, by automatically collecting data from their online orders and helping you create Email and SMS marketing campaigns. --- [Skip to content](https://support.slerp.com/knowledge/slerp-crm-marketing-setup#main-content) English Show submenu for translations ![slerp.com](https://support.slerp.com/hs-fs/hubfs/SLERP_Primary-Light_RGB-01-1.png?width=186&height=52&name=SLERP_Primary-Light_RGB-01-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to www.slerp.com Go to www.slerp.com How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://support.slerp.com/knowledge?hsLang=en) 2. [Slerp Success & Marketing](https://support.slerp.com/knowledge/slerp-success-marketing?hsLang=en) # Slerp CRM Setup ## Slerp CRM helps you build strong connections with your customers easily, by automatically collecting data from their online orders and helping you create Email and SMS marketing campaigns. Slerp CRM is a handy tool for marketing in the hospitality industry. If you're using Slerp, your dedicated account manager will initiate the set up of a Slerp CRM account on your behalf. They'll then send the signup link to the email address you provide. #### 1) Activate your Slerp CRM account 1.1. Once you receive the signup link from Slerp, open the link to activate your account. Click "**Next**". ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-05-42-00-2829-PM.png) 1.2 You'll be taken to a 'Create your personal profile' page. Fill in you personal info and choose your own password. Click "**Next**"again. 1.3 Add your account details and click on "**Activate Now**". ![](https://support.slerp.com/hs-fs/hubfs/image-png-Aug-18-2023-05-42-39-3560-PM.png?width=684&height=704&name=image-png-Aug-18-2023-05-42-39-3560-PM.png) 1.4 Click on "**Log In Here**".  ![](https://support.slerp.com/hs-fs/hubfs/image-png-Aug-18-2023-05-43-37-5503-PM.png?width=682&height=410&name=image-png-Aug-18-2023-05-43-37-5503-PM.png) #### 2) Complete your Slerp CRM setup: 2.1 Log in to your new Slerp CRM account using the username and password you previously chose ([https://app.crm.slerp.com](https://app.crm.slerp.com/)). 2.2 Click **APPS** → **INSTALL NEW APPS** in the top menu bar. ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-05-00-26-1257-PM.png) 2.3 Click the **CREATE APP** button in the left-hand menu. ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-05-01-34-6927-PM.png) 2.4 You will be taken to a **Create New App** page. You will only need to enter the **Application Name**, but you will need to use the start of your Slerp store URL (for example: **alonabakery**.slerp.com becomes "**Slerp - Alona Bakery**"). Ignore the other fields. ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-05-03-17-4642-PM.png) 2.5 Scroll down and you should see **Application Permissions**, please ensure that you tick **ALL** of the checkboxes. ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-03-04-06-3917-PM.png) 2.6 Next, copy this URL ([https://slerp.com/api/sprout/code](https://slerp.com/api/sprout/code)) and paste it into the **Default Callback URL field**. This URL receives a one-time code used to generate an access token, which will allow Slerp to send contacts and transaction data to your Slerp CRM.  2.7 At the bottom of the same page, click "**Install App"**. ![](https://support.slerp.com/hs-fs/hubfs/image-png-Aug-18-2023-05-10-32-1225-PM.png?width=688&height=486&name=image-png-Aug-18-2023-05-10-32-1225-PM.png) 2.8 You will then be taken to the below page showing the newly created app. Refresh the page if it is not yet visible. Next, click **View** on right-hand side of the newly created app. ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-05-12-03-9536-PM.png) 2.9 Copy your Client ID & Client Secret ![](https://support.slerp.com/hubfs/image-png-Aug-18-2023-05-16-23-5741-PM.png) 2.10 Send an email titled **Slerp CRM Onboarding** to [support@slerp.com](mailto:support@slerp.com) with your Client ID & Client Secret (feel free to copy the template text below). A Slerp support agent will receive your ticket and complete the CRM setup for you. Email Subject: Slerp CRM Onboarding   Hi Slerp,  I would like to complete my Slerp CRM account setup.  Slerp URL: [https://alonabakery.slerp.com/order](https://alonabakery.slerp.com/order)   Client ID: aa5268e92d152865\*\*\*\*\*\*\*\*\*  Client secret: 320078783fa80e381417\*\*\*\*\*\*\*\*\*\*\*\*  Thank you    Once a Slerp Support Agent has finished your setup, they will notify you via email.  **Congratulations! You have successfully set up your Slerp CRM.**  - [Controls Dashboard](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#main-content) - [Insights](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#insights) - [Orders Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#orders-tab) - [Locations Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#locations-tab) - [Products Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#products-tab) - [Discounts / Customers Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#discounts-customers-tab) - [Loyalty](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#loyalty) - [Designer Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#designer-tab) - [Composer Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#composer-tab) - [Dispatch Self-Serve](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#dispatch-self-serve) - [Settings Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#settings-tab) - [Web Ordering](https://support.slerp.com/knowledge/web-ordering?hsLang=en) - [App Ordering](https://support.slerp.com/knowledge/app-ordering?hsLang=en) - [Partner App & Device](https://support.slerp.com/knowledge/partner-app-device?hsLang=en#main-content) - [Slerp App](https://support.slerp.com/knowledge/partner-app-device?hsLang=en#slerp-app) - [Printer & Hardware Devices](https://support.slerp.com/knowledge/partner-app-device?hsLang=en#printer-hardware-devices) - [Delivery](https://support.slerp.com/knowledge/delivery?hsLang=en#main-content) - [On Demand Last Mile Delivery](https://support.slerp.com/knowledge/delivery?hsLang=en#on-demand-last-mile-delivery) - [Local And Nationwide Delivery](https://support.slerp.com/knowledge/delivery?hsLang=en#local-and-nationwide-delivery) - [Slerp Success & Marketing](https://support.slerp.com/knowledge/slerp-success-marketing?hsLang=en) - [Finance Enquiries](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#main-content) - [Finance FAQ](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#finance-faq) - [Reporting](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#reporting) - [Invoice, Credit Notes and VAT Receipts](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#invoice-credit-notes-and-vat-receipts) - [Franchise Attribution](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#franchise-attribution) - [Integrations](https://support.slerp.com/knowledge/integrations?hsLang=en#main-content) - [Slerp Menu & Order Manager](https://support.slerp.com/knowledge/integrations?hsLang=en#slerp-menu-order-manager) - [Deliverect](https://support.slerp.com/knowledge/integrations?hsLang=en#deliverect) - [Lightspeed](https://support.slerp.com/knowledge/integrations?hsLang=en#lightspeed) - [CRM](https://support.slerp.com/knowledge/integrations?hsLang=en#crm) - [3S POS](https://support.slerp.com/knowledge/integrations?hsLang=en#3s-pos) - [Urban Piper](https://support.slerp.com/knowledge/integrations?hsLang=en#urban-piper) - [Shipday](https://support.slerp.com/knowledge/integrations?hsLang=en#shipday) - [Custom Webhooks](https://support.slerp.com/knowledge/integrations?hsLang=en#custom-webhooks) - [FAQs](https://support.slerp.com/knowledge/faqs?hsLang=en) - [Support and Updates](https://support.slerp.com/knowledge/support-and-updates?hsLang=en) [![slerp.com](https://support.slerp.com/hs-fs/hubfs/SLERP_Primary-Light_RGB-01-1.png?width=200&height=56&name=SLERP_Primary-Light_RGB-01-1.png "slerp.com")](http://www.slerp.com) [Contact Us](https://www.slerp.com/contact-us/) Copyright © 2025, Slerp