Getting started with Dalil AI is designed to be fast and simple. Within minutes, you’ll have your workspace ready, your profile set up, and a plan selected - so you can focus on selling instead of configuring a CRM.

Step 1: Register Your Account

You can create a Dalil AI account in two ways:

• Email & Password → enter your email, choose a password, and confirm via the email we send you. (Check your spam folder if you don’t see it.)

• Google or Microsoft SSO → one-click sign-in using your existing credentials.

Step 2: Create Your Workspace

After registering, Dalil will guide you to set up your workspace:

• Choose a workspace name (usually your company name).

• Upload your logo.

This may take up to a minute while Dalil prepares your workspace.

Step 3: Complete Your Profile

Add your personal details:

• First name

• Last name

• Profile picture

This ensures teammates recognize you across tasks, inbox, and opportunities.

Step 4: Select Your Plan

Dalil AI offers three subscription plans, each designed for different stages of team growth.

• Essential ($19/user monthly) – built for founders and small teams who need a simple CRM that reduces manual work while keeping conversations and records organized.

• Growth ($49/user monthly) – designed for early-stage startups and scaling sales teams that manage deals through WhatsApp or LinkedIn and want AI insights to prioritize opportunities.

• Pro ($89/user monthly) – created for teams with advanced needs that require stronger automation, deeper analytics, multi-channel outreach, and customizable roles and permissions.

Every new workspace includes a 14-day free trial with no credit card required.
During the trial, you can explore all features and invite teammates to collaborate inside your workspace.

Step 5: Getting Started Page

After selecting your plan, you’ll land on the Getting Started page. This page guides you through the key steps required to activate your workspace and start using Dalil immediately.

You’ll see a short checklist with quick explanations that helps you:

• Connect your email, calendar, and other integrations
• Understand how databases work (people, companies, opportunities)
• Learn how pipelines organize your deals
• Discover how workflows automate repetitive actions
• Set up and run your first multi-channel sequence

Each step includes a short audio explanation so you can understand the core concepts in under a minute.

Once completed, your workspace will be fully ready to start managing conversations, opportunities, and outreach inside Dalil.

You can also invite teammates directly from this page to start collaborating immediately.

Which Plan Should I Choose?

• Starter Plan → If you’re working alone or with one partner.

• Essential Plan → If you have a small sales team (3–10 reps).

• Growth Plan → If you manage a growing team (10–50 reps) and need AI scoring, signals, and prioritization.

• Pro Plan → If you’re a larger, structured organization that needs layered permissions and admin controls.

Key Outcomes

By the end of registration and plan selection, you will:

• Have your workspace ready

• Be visible to teammates with a complete profile

• Start a 14-day trial without payment details

• Be guided directly into setup steps that unlock immediate value