Skip to main content

​
What you’ll get out of this

  • Complete setup in under 10 minutes
  • First customer added with AI insights
  • Privacy configured to your preferences
  • Mobile-ready for field operations

​
Prerequisites

  • A valid email address (we recommend using an alias)
  • A mobile device or computer
  • 10 minutes of your time

​
Step 1: Sign Up with Privacy

1

Visit the Signup Page

Go to deelrxcrm.app/signup and create your account.
Pro tip: Use an email alias like [email protected] to keep your main email private.
Email alias support is planned for the beta release
2

Choose Your Privacy Level

DeelRx CRM lets you configure exactly what data you want to store:
  • Minimal: Just name and contact info
  • Standard: Add payment history and preferences
  • Full: Complete customer profiles with notes and attachments
Remember: Less data = more privacy. You can always add more later.
3

Verify Your Account

Check your email and click the verification link. You’ll be redirected to your dashboard.

​
Step 2: Add Your First Customer

1

Click Add Customer

From your dashboard, click the “Add Customer” button in the top right.
2

Enter Basic Info

Fill in the essential details:
  • Name: First and last name
  • Contact: Phone or email (choose one)
  • Notes: Any relevant context
The AI will suggest pricing and credit limits based on minimal data. You can always adjust these later.
3

Review AI Suggestions

DeelRx CRM’s AI will analyze your input and suggest:
  • Recommended pricing for products/services
  • Credit limit based on available data
  • Next actions to build the relationship
AI Suggestions Interface
4

Save and Continue

Click “Save Customer” to add them to your system. You’ll see them in your customer list immediately.

​
Step 3: Configure Your Settings

1

Set Up Your Business Profile

Go to Settings → Business Profile and add:
  • Business name and type
  • Default currency and timezone
  • Contact information
This information helps the AI provide better suggestions and ensures compliance with local regulations.
2

Configure Notifications

Choose how you want to be notified:
  • Email alerts for important events
  • SMS notifications for urgent matters
  • In-app notifications for daily updates
We never share your contact information with third parties. All notifications are sent directly from our secure servers.
3

Set Privacy Preferences

Configure what data you want to store and for how long:
  • Data retention periods
  • Encryption levels for sensitive information
  • Export options for your records
All data is encrypted with AES-256 encryption, and you can export everything at any time.

​
Step 4: Test Mobile Experience

1

Open on Mobile

Visit your dashboard on your mobile device. The interface is optimized for thumb navigation.
2

Test Key Features

Try these mobile-optimized features:
  • Quick customer search with voice input
  • One-tap payment logging
  • Photo capture for receipts and documents
  • Offline mode for areas with poor connectivity
Mobile Interface
3

Enable Offline Mode

Go to Settings → Offline Mode and enable:
  • Offline data sync for when you’re back online
  • Local storage for critical customer data
  • Backup options for your information
Offline mode ensures you can work even without internet connectivity. Changes sync automatically when you’re back online.

​
Step 5: Explore AI Features

1

Check Pricing Intelligence

Go to AI → Pricing Intelligence to see:
  • Market analysis for your products/services
  • Competitive pricing suggestions
  • Profit margin optimization tips
Pricing Intelligence Dashboard
2

Review Credit Intelligence

Visit AI → Credit Intelligence to explore:
  • Credit risk assessment for new customers
  • Payment history analysis for existing clients
  • Collection strategies for overdue accounts
Credit intelligence helps you make informed decisions, but you’re always in control of your business relationships.
3

Explore Data Intelligence

Check AI → Data Intelligence to discover:
  • Customer behavior patterns and insights
  • Sales trend analysis and predictions
  • Inventory optimization recommendations
Data intelligence helps you understand your business better while maintaining complete privacy of your customer information.

​
Next Steps

Add More Customers

Learn how to efficiently manage your customer base with AI-powered insights.

Set Up Inventory

Track your products and services with smart inventory management.

Configure Credit

Set up credit limits and payment tracking for your customers.

Explore Integrations

Connect DeelRx CRM with your existing tools and workflows.
Congratulations! You’ve successfully set up DeelRx CRM and added your first customer. You’re ready to start managing your business with privacy-first tools.

​
Need Help?

Make sure you’re using a valid email address. If you’re still having issues, contact support at [email protected].
The AI needs some data to work with. Add a few more customers and some transaction history for better suggestions.
Try refreshing the page or clearing your browser cache. The mobile interface works in any modern web browser.
We take privacy seriously. All data is encrypted and you can export everything at any time. Check our privacy policy for details.