# 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.


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## 1️⃣ Create Your Account


1. Go to the [**sign-up page**](https://p).
2. Enter your business name, email address, and password.
3. Verify your email to activate your account.


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

:::


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## 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**.


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## 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.


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## 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**.


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## ✅ 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.