---
title: "First steps in SOM"
description: "Sign in to your CRM, set up your team and start working on an order."
---

## 1. Get access to your CRM

If your agency already uses SOM, ask your manager or administrator for an account. To create a new SOM workspace, visit the [product website](https://som.estcrm.com/) and open registration.

Enter your user details, email, phone number, city and chosen CRM address. Once registration is processed, you receive an email with the CRM address and sign-in details. If it does not arrive, check your spam folder or contact [support](/docs/en/general/support).

## 2. Set up the agency and employees

Check your company and profile details. A manager or administrator adds employees through **Agency structure**, assigns their roles and selects supervising brokers for agents.

The settings available to you depend on your permissions. Read the [employee role summary](/docs/en/employees/roles-summary) before setting up the team.

## 3. Create a contact and your first order

Look for the client in Contacts first to avoid a duplicate record. If the contact does not exist, add it together with a new order. In **Orders**, choose **Add order**.

Enter the request type, property details, price and assigned employee. Add any known requirements, photos and relevant files. A client can have several different orders.

## 4. Review matching orders and plan an action

Open the order, review the suggested matches and mark suitable ones as favourites. Record your agreement with the client in the worklist and set the next task or reminder.

See [the main workflow](/docs/en/general/workflow) for the following steps.

## 5. Connect the features you need

If you use est.ua, [link your accounts and prepare a listing](/docs/en/orders/publish-on-est). Use [the MLS order exchange](/docs/en/mls/buy-order) to work with partner orders.

For subscription details, see [SOM plans and payment](/docs/en/payment/plans).