Getting Started
New to OpenXCRM? Follow this guide to set up your account and get started in minutes.
1. Create Your Organization
After signing up, you will be prompted to create your organization. This is your central workspace where all your contacts, deals, and projects live. Choose a name that represents your business.
2. Add Your First Contact
Navigate to the Contacts section and add your first customer or lead. OpenXCRM will automatically track all interactions, creating a complete history of your relationship.
3. Set Up Your Sales Pipeline
Define the stages of your sales process. From "New Lead" to "Closed Won", customize your pipeline to match how your business actually works.
4. Use the AI Co-pilot
Open the AI chat to create records instantly. Type commands like "add expense $45" or "create an invoice for Acme Corp". The AI handles the data entry so you can focus on your work.
5. Invite Your Team
Invite your teammates and assign them roles like Admin, Manager, or Member to collaborate on contacts and projects together.
Further Reading
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