Onboarding & First Setup
From signup to your first pipeline in under 60 seconds. Pick a template, name your pipeline, and start working immediately.
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.
Pick a template
You'll land on a single-step onboarding page that asks: "What are you managing?" Choose from built-in templates (Sales, Real Estate, Outbound Prospecting, Photographer, Security, Fundraising), marketplace templates, or Build Your Own. Each card has a color accent so you can quickly scan options.
Name your pipeline and go
The pipeline name auto-fills based on your template (e.g. "My SMB Sales Pipeline"). Edit it or keep the default. Click "Start managing" and RadiusOS creates your organization (auto-named from your profile), workspace, and seeds sample data - all in one click.
Explore your workspace
You'll land directly on your Pipeline page with sample contacts pre-loaded. Drag cards between stages, click into contacts, and explore the sidebar to see what's available.
Connect Gmail (optional)
Navigate to Settings → Integrations and connect your Gmail account. Once connected, RadiusOS syncs email threads with your contacts so you can see conversation history right on the contact card.
Complete your profile (when you're ready)
Head to Settings → My Profile to add your job title, phone, and email signature. Then Settings → Organization to add your business name, address, and logo. This info flows onto invoices, quotes, and outgoing emails - but there's no rush. RadiusOS will prompt you the first time you need it.
Your organization is auto-created from your Clerk profile name. You can rename it anytime in Settings → Organization. No need to think about it during signup.
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.
If the wizard can't auto-generate
If you used the 3-question wizard ("Build my CRM") and saw a card that says we couldn't auto-generate your setup right now, the AI step was temporarily unavailable. The most common reasons:
- A short outage with our AI provider
- The shared free-tier AI budget was at its monthly cap
- Your description was too short or unusual to match a template confidently
Nothing was created in your account when this happened: no empty workspace, no charge, no confusing partial state. You have two ways forward:
Click "Try again"
Transient AI errors usually clear within a minute. If your description was very short, add a sentence about who you serve before retrying.
Click "Pick a template instead"
This routes you to the same template picker that powers the rest of onboarding. You'll get the same workspace shape (pipeline stages, field labels, sample data), just without the AI-customized labels and the 5 tailored sample contacts. The business name, location, and description you typed are saved on your device so you don't have to retype them.
Both paths get you to a working CRM. The wizard's only advantage is auto-customized labels and sample contacts that match your business; you can rename stages and labels in Settings → Pipeline anytime, so the picker is never a downgrade.