Day 1: Open the workspace
After preview access is granted, create the free CRM with your email, workspace name, main selling place, and starter focus. Leave colors, labels, import setup, and extra settings for later.
First Week Guide
Start with one real customer, not a perfect setup.
Most sellers do not need a long CRM lesson. They need a place to put the next customer, order, event lead, vendor, or follow-up before it gets lost.
Public access still starts with the beta waitlist. Use this guide after guided preview access is granted on the reachable demo path.
Day 1: Save one real record
Add a customer, order, event lead, product, vendor, or task from work you already have. The goal is to make RetainSimply remember something useful today.
Day 2: Set one follow-up
Pick one person who needs a reply, quote, shipment update, or callback. Add the task so the CRM starts helping your future self.
Day 3: Add your next selling place
If you sell in more than one place, add the second channel in settings. Keep the list practical: where customers actually come from.
Day 4: Make a simple BoothSimply page
Use a basic page for contact forms, newsletter signups, or event lead capture. For shows and markets, print the QR code before you pack.
Day 5: Invite only the people who need it
Free workspaces include 1 admin and 4 users. Give helpers the smallest role that fits their work so the CRM stays simple.
Day 6: Review what got missed
Look for one quote, one shipping detail, one vendor, or one customer note that usually lives in messages. Move it into the CRM.
Day 7: Decide what is worth adding
If the preview CRM is already helping, then consider Pro tools such as support, clipper capture, pricing help, more pages, review-first import help, or assistant drafts after the workflow value is clear.
For teams
Show each person only what they need first.
People stop using software when it feels like extra work. Start every role with one useful habit.
Admin
Set the workspace name, invite only the helpers who need access, approve imported records, and keep the first pipeline labels simple.
User
Add customer notes, update orders, capture event leads, and mark follow-ups done. Leave settings and billing alone.
Viewer
Look up customer history, order status, and reports without changing records. This is useful for part-time help or outside advisors.