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 get two routes to the same place. "Help me figure it out" asks three short questions about your business and builds the setup for you, including five example customers that look like yours. "I know what I want" drops you into the picker with all 24 ready-made setups - Roofing, HVAC, Plumbing, Electrician, Painting, Landscaping, General Contractor, Solar, Real Estate, Photography, and more. Either takes under a minute.
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.
Follow the "Your first win" panel
The panel in the bottom-left corner walks you through the fastest route to value: watch a 60-second demo of one job going from first call to paid, try the AI on a practice customer, add your first real one, connect Gmail, and bring in your contact list. Once you have a list, an Outreach step appears so you can email all of them at once, and on a trades or service setup a site-visit step appears too: photograph the job and talk as you walk, and the write-up files itself. If your setup includes quotes, a final step sends your first one. Each step tells you what you get for doing it, and checks itself off as you go. It opens expanded on your first visit; collapse it to a small pill or dismiss it with the X - it disappears on its own once you've done everything.
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 → Business Profile to add your job title, phone, and email signature. Then Settings → Business Profile 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 → Business Profile. 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 & Fields anytime, so the picker is never a downgrade.