Documentation

Getting Started

Getting Started

Create your account, sign in, and complete the first setup checklist so leads, email, and automation are ready from day one.

Create an account

  1. Sign up

    Go to crm.developerlook.com/signup, enter your name, work email, and password, then click Create account.

    DevCRM sign-up page

Sign in to DevCRM

  1. Email & password

    Go to crm.developerlook.com/login, enter your email and password, then click Sign in.

    DevCRM login with email and password
  2. Email code (passwordless)

    On the login page choose Sign in with email code. Enter your email, receive a one-time code, and paste it to authenticate — no password needed.

    DevCRM passwordless login with email code
  3. Forgot password

    Click Forgot password on the login page, enter your email, and follow the reset link sent to your inbox.

    DevCRM forgot password and reset flow
  4. Confirm your workspace

    After login you land on the Dashboard. Use the organization switcher in the header if you belong to more than one workspace.

First-run setup

  1. Complete the setup checklist

    Work through this order:

    • Organization

      Set display name, branding, members, and optional lead ingest integrations under Settings → Organization.

    • Email senders

      Connect Gmail, Microsoft, or Custom SMTP so campaigns, mailbox, and workflows can send mail.

    • Pipeline stages

      Open Pipeline → Manage pipeline stages and align stage names with how your team sells.

    • First form or audience

      Publish a Contact / Demo form, or create an Audience list for outreach.

Admins invite teammates from Organization → Members. Invited users join the same pipeline, audiences, and settings for that workspace.

Tips

  • Use the email code (passwordless) option if you share a device or work across multiple accounts.
  • Keep one Default sender for transactional mail and separate senders for campaigns if you warm domains.
  • Map every published form to an audience so submissions land in the right lead columns.

Ready to get started?

Create your workspace, invite your team, and start closing deals in minutes.

Open DevCRM