Standalone workspace quick start

Standalone mode is the fastest way to start using Customerscor when you are not ready to connect live billing yet. It is built for freelancers, consultants, and small operators who still need a clean CRM, invoice flow, notes, reports, and follow-up system.

You can always move into connected billing later. The important thing is getting your client operations into one place early instead of waiting for a perfect setup.

Choose standalone mode during onboarding or in workspace settings. Add your business name first so your reports, email copy, and workspace labels feel consistent everywhere.

Import a client CSV if you already have records, or start by adding your first few clients manually. Include names, emails, plans, MRR, notes, and balances if you already track them.

Open custom fields next if you need more than the default CRM columns. This is where you can add project type, lead source, contract stage, niche tags, or delivery notes.

After that, review automations and email templates so your follow-ups and reminders already reflect how you actually work.