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Get Started Fast

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What you’ll get out of this

  • Complete CRM setup in under 10 minutes with email alias registration
  • First customer added with AI-powered suggestions for credit and pricing
  • Privacy controls configured to match your comfort level
  • Ready to process sales with clean books and proper tracking
Welcome to DeelRx CRM. The CRM that respects your privacy and your time. Let’s get you set up quickly, no unnecessary steps.
Screenshot showing DeelRx CRM signup page

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Step 1: Sign Up Smart

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Use an Email Alias

Don’t give us your real email. Use an alias to keep your identity compartmentalized:
1

Create an Alias

Use Gmail+ ([email protected]) or a service like ProtonMail aliases
2

Visit DeelRx CRM

Go to deelrxcrm.app and click “Sign Up”
3

Verify & Set Privacy

Check your alias email, verify, then configure your privacy settings
DeelRx CRM Interface Screenshot
Why aliases? Because privacy starts at sign-up. Keep your business lines separate and your main inbox clean.

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Configure Your Privacy

Right after signup, you’ll see privacy controls. Here’s what we recommend: 
{
  "dataMinimization": "aggressive",
  "customerFields": "essential_only", 
  "exportFormat": "clean_books",
  "sharing": "never"
}
DeelRx CRM Interface Screenshot

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Step 2: Add Your First Customer

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The Essentials Only

DeelRxCRM works with minimal data. Add a customer with just:
  • Mobile App
  • Web Dashboard
  1. Tap + in the customer list
  2. Add name and one contact method (phone or email)
  3. Watch AI suggest a credit limit and pricing tier
  4. Save and you’re done
DeelRx CRM Interface Screenshot
Example customer: 
{
  name: "Big Spender LLC",
  phone: "+1-555-MONEY",
  suggestedCredit: 2500, // AI suggestion
  pricingTier: "premium"  // AI suggestion
}

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Watch AI Work

As soon as you add basic info, you’ll see:
  • Pricing Intelligence: Suggested markup based on customer type
  • Credit Intelligence: Safe credit limit recommendations
  • Data Intelligence: Clean, consistent record formatting
DeelRx CRM Interface Screenshot

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Step 3: Add Inventory

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Track What Matters

Add products with the info that actually matters: 
{
  name: "Premium Widget",
  cost: 15.00,        // What you paid
  price: 25.00,       // What you charge
  quantity: 50,       // How many you have
  reorderAt: 10       // When to restock
}
DeelRx CRM Interface Screenshot
AI helps here too: Suggests reorder points, optimal pricing, and flags slow movers.

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Step 4: Your First Transaction

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Make a Sale

Time to ring up your first customer. Here’s how it works:
  • Quick Sale
  • Credit Sale
  1. Tap Sell from the main screen
  2. Pick customer (or add on the fly)
  3. Add products to cart
  4. Choose payment method: cash, digital, or credit
  5. Complete sale and watch profit calculations update
DeelRx CRM Interface Screenshot
Payment options:
  • Cash: Marked instantly, no processing fees
  • Digital: Venmo, CashApp, Zelle. Fast and trackable
  • Credit: Extends customer balance, tracks due dates
  • Card: Coming soon with competitive rates

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See Your Margins

After each sale, you’ll see: 
{
  saleTotal: 50.00,
  costBasis: 30.00, 
  grossProfit: 20.00,
  margin: "40%",
  suggestion: "Good margin - keep pricing here"
}
DeelRx CRM Interface Screenshot

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Step 5: Set Up Credit (Optional)

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Front Money Safely

If you extend credit, do it smart:
1

Enable Credit Module

Go to Settings → Credit and flip the switch
2

Set Default Limits

Start conservative: $500 max for new customers
3

Configure Terms

Net 30 days is standard, but you set the rules
4

Turn on Reminders

Automatic texts/emails when payments are due
DeelRx CRM Interface Screenshot
AI Credit Intelligence helps by:
  • Suggesting safe credit limits based on purchase history
  • Flagging customers who might be overextended
  • Recommending payment terms that actually get paid

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Step 6: Export Your Books

One of DeelRxCRM’s best features: clean books you can export anytime.
  • Quick Export
  • Scheduled Exports
  1. Go to Reports → Export Books
  2. Choose date range
  3. Select format (CSV, PDF, or QuickBooks)
  4. Download clean records ready for any accountant
DeelRx CRM Interface Screenshot

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What’s Next?

Master Customer Management

Learn advanced customer features, AI insights, and privacy controls

Inventory Deep Dive

Track stock, automate reorders, and optimize pricing

Credit System Pro Tips

Advanced credit management and risk assessment

Lock Down Security

Configure privacy settings and understand our encryption

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Need Help?

Free plan users: Check the docs and community forums first.
Pro plan users: Priority support with humans who actually know the product.
Having issues? Email [email protected]. We respond fast.
DeelRx CRM: Your hustle, your data, your rules.