Help Centre
Answers, quickly.
Browse common questions about Premier or contact us if you can't find what you need.
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Getting started
- Create your workspace
- Invite teammates
- Import customers
CRM & Sales
- Set up pipeline stages
- Log activity
- Report on pipeline
Projects & Requests
- Create a project template
- Route incoming requests
- Track deadlines
Workflows & Approvals
- Build a workflow
- Add approval steps
- Delegate approvals
Portals & Files
- Invite a customer
- Share files securely
- Revoke access
Billing
- Manage your subscription
- Cancel or renew
- Update payment details
Still stuck?
Talk to a human.
Email hello@premierhelm.com or send a message from the contact page.
Bring your customers, work and operations into Premier.
Create a professional or team account and manage daily operations through one connected platform.