Get your team running in 15 minutes
No training calls. No setup fees. No consultants. This guide walks you through everything.
No training calls. No setup fees. No consultants. This guide walks you through everything.
Spend 5 minutes answering these before you touch the software. Your setup will be faster and your team will adopt it more easily.
Identify the real problem: lost follow-ups? No visibility into what your team is doing? Leads falling through the cracks? Being specific here helps you configure the right things from day one.
List 3–5 real daily actions: log a call, check tomorrow's follow-ups, send a quote. These are the workflows you'll configure first. Everything else can wait.
Decide on 2–3 metrics before you start: number of active deals, expected revenue this month, calls per rep per week. This shapes how you set up your pipeline stages and custom fields.
Follow these steps in order. Most teams complete all seven in under 15 minutes.
Takes 30 seconds. No credit card. Just your work email. You'll have full access to every feature from day one — nothing is locked behind an upgrade.
Export your contacts from wherever they live — Excel, Google Sheets, your email app — and upload the CSV. directCRM maps the columns automatically. Done in 5 minutes.
Invite your salespeople from the Team Settings page. They'll each get an email to create their account. Takes 2 minutes per person. No IT ticket required.
Go to Settings and name your pipeline stages to match how you sell — for example: Prospect → Qualified → Proposal Sent → Closed. Use your own terminology. Takes 3 minutes.
If you track specific data points — industry, contract size, renewal date — add custom fields to the contact or company card. Takes 2 minutes. You can always add more later.
Start using it for real. Call a customer, log it in 10 seconds. Schedule a follow-up. The CRM builds itself from your daily work — no bulk data entry needed.
After a week, check your pipeline report, your activity summary, and upcoming follow-ups. Adjust your stages if needed. By now your team is in the habit — and the data is already useful.
Setup is easy. Getting the team to use it daily is where most CRMs fail. Here's how to make it stick.
Don't activate every feature on day one. Contact management + activity logging is all you need to start. Add quotes, custom fields, and templates when the team is comfortable. Simplicity drives adoption.
The CRM is only as good as what goes into it. Set a team rule: every call, every email, every meeting gets logged. It takes 10 seconds. Make it non-negotiable from week one and it becomes automatic.
Spend 10 minutes every Monday on your pipeline. Which deals are stuck? Who hasn't logged anything? That's your coaching agenda. Regular reviews keep the data honest and the team accountable.
Your team can be up and running today. 14 days free. No credit card. No calls with a sales rep.
Start free — no credit card✓ Full access · ✓ 15-minute setup · ✓ Cancel anytime
Questions? Email us at hello@directcrm.app