Getting started with Ali-E CRM: your first 30 minutes
This guide takes you from an empty account to a working CRM in about half an hour. You do not need a consultant or a setup project: every step happens in the app and can be changed later.
1. Create your workspace
Go to app.aliecrm.com and sign up with your email. Create your company: name, currency, language and, if it fits, your industry. Choosing an industry edition (restaurant, hotel, clinic, retail, auto service, salon, rental or real estate) turns on the screens and terms of your niche. You can switch between the eight interface languages at any time.
2. Bring in your contacts
If you already keep clients in a spreadsheet or another CRM, export them to CSV or Excel and import the file. Ali-E maps the columns automatically: name, phone, email, company, city. Check the preview and confirm. If you are starting from zero, add a few clients by hand or scan a business card with your phone camera: the scanner creates a lead in seconds.
3. Set up the sales pipeline
Open Sales and look at the kanban board. Rename the stages to match how you really sell, for example New, Contacted, Proposal, Negotiation and Won. Drag a lead between stages to see how it works. Every card keeps its history: messages, calls, tasks and documents.
4. Invite your team
In the settings, invite colleagues by email and give each person a role: owner, admin, manager, accountant or employee. Roles control which modules a person sees, and departments let a head of department see the work of their people. The data of every company is isolated at the database level.
5. Connect a messenger and let the AI answer
Connect Telegram, WhatsApp or Instagram in Integrations. Then open the AI sales manager, add a short description of your business, your prices and frequent questions, and choose a goal: qualify, present or close. From then on the AI replies to new messages around the clock and hands the chat to a person when a human is needed. Every conversation is visible in the CRM.
6. Send your first document
From a deal, create an invoice or a contract. Your company details and the client's details fill in automatically, a PDF is generated and can be sent or signed electronically. Once the payment is recorded, it shows up in Finance and in the reports.
7. Ask the AI to do something
Open the assistant and ask in plain words: "create a task to call Anna tomorrow at 10", "show unpaid invoices for this month" or "how much did we sell last week". The assistant works with your data and asks for confirmation before anything that moves money.
What next
Add products and warehouses if you sell goods, turn on loyalty points, build a landing page in the website builder or install the iPhone and Windows apps. Everything is free during the open beta, so you can try every module without a card.