# Open Smart CRM from TradeGo AI

Smart CRM is opened from TradeGo AI with your current APP identity and team; it does not use a separate CRM registration or password.

## Who this is for

Use this guide when entering CRM for the first time or when your CRM access does not match another team member's access.

## Open Smart CRM

1. Sign in to TradeGo AI.
2. Select **Smart CRM**, or open [the CRM entry](/admin/smart-crm/launch).
3. Keep the current team selected in TradeGo AI.
4. Continue in the CRM tab that opens.

The APP checks that the account is active, registration is approved, the current team is valid, Smart CRM is available, and your assigned CRM role permits entry. Your APP language is passed to CRM.

## Resolve access problems

Do not create a local CRM user, accept a CRM invitation, or reset a separate CRM password. If CRM sends you back to TradeGo AI or shows access denied, confirm your current team first, then ask the team lead to check APP access and role assignment.

Signing out from TradeGo AI removes the APP session used to access CRM. On shared devices, close CRM tabs after signing out.

## FAQ

### Do I need a separate CRM account?

No. TradeGo AI controls CRM identity and access for the current APP account and team.

### Why is Smart CRM unavailable to me?

Your account status, approved registration, current team, plan access, or assigned CRM role may not permit entry. Ask the team lead to review access in TradeGo AI.

---

Canonical HTML: https://app.tradegoai.app/docs/smart-crm-access-sso
Last updated: 2026-08-27

Related documentation:
- [Manage customers and opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm)
- [Resolve team and product access issues](https://app.tradegoai.app/docs/team-permissions)
- [Protect customer data and account credentials](https://app.tradegoai.app/docs/security)