Onboarding & First Setup
From signup to your first contact in under five minutes. Here's exactly what happens when you create a new RadiusOS workspace.
Step-by-step: your first session
Sign up with Google or email
RadiusOS uses Clerk for authentication. Hit Sign Up at radiusos.ai and authenticate with your Google account or an email/password combo. No credit card required for the Free plan.
Name your organization
After authentication you'll be prompted to create an organization. This is your workspace name — it can be your business name, your own name, or anything descriptive. You can change it later in Settings.
Select a CRM template
Choose the template that best matches your use case. Don't overthink it — templates configure pipeline stages and field labels, and you can customize them after setup. The SMB Sales Pipeline is the default and works for most general outreach workflows.
Add your first contact or import a CSV
You'll land on the Contacts page. Click Add Contact to create your first record manually, or use Import CSV to bring in a spreadsheet of existing contacts.
Connect Gmail (optional)
Navigate to Settings → Integrations and connect your Gmail account. Once connected, you can manually trigger a sync to pull email threads associated with your contacts into RadiusOS.
Can I change templates later? Yes, but with a caveat: changing templates will relabel your pipeline stages and some contact fields. Existing contact data is preserved, but some field mappings may need to be reviewed.