Account Setup

Setting up your Drip CRM account takes just a few minutes. Follow these steps to get your business profile, branding, and users ready to go.

1️⃣ Create Your Account

  1. Go to the sign-up page.

  2. Enter your business name, email address, and password.

  3. Verify your email to activate your account.

2️⃣ Company Profile

Once logged in:

  • Navigate to Settings → Company Profile.

  • Add your business name, address, and primary contact details.

  • Upload your logo. This logo appears on booking pages, forms, and client-facing emails.

Tip: Use a high-resolution logo with a transparent background for best results.

3️⃣ Branding & Domains

  • Go to Settings → Domains.

  • Connect your custom domain (e.g. yourbusiness.com) so your funnels, booking pages, and emails look fully branded.

  • Customize brand colors and default fonts under Brand Settings.

4️⃣ User Roles & Permissions

Invite your team so everyone can access Drip CRM:

  • Go to Settings → Team Management.

  • Click Invite User and enter their email.

  • Choose a role:

    • Admin – full access to everything.

    • Manager – pipeline, reporting, and communication access.

    • User – limited to assigned contacts and tasks.

5️⃣ Connect Your Phone & Email

To send and receive communications:

  • Phone: Connect your SMS/WhatsApp number inside Phone Settings.

  • Email: Integrate with Google Workspace, Outlook, or your custom SMTP under Email Settings.

✅ Next Step

Once your account is set up, the next step is to get familiar with the Dashboard Tour, where you’ll learn how to navigate Drip CRM’s main hub.