Getting started
The same checklist as your dashboard — not a separate guide.
No demo data and no filler steps: pick your scenario below — online store and marketplaces, Instagram and messengers, or B2B sales — and see the exact steps for it.
One scenario — one checklist. After sign-up your workspace is created automatically, and the CRM asks how you sell: online store and marketplaces, Instagram and messengers, or B2B sales. The dashboard then shows a checklist for your scenario: it reads the real state of the workspace and highlights one next step. The steps below are that checklist, so you know the whole path in advance.
Scenario 1
Online store or marketplaces
Orders, catalog, stock, payment and delivery. The first-week goal is a working store loop: a channel connected, products in the catalog, the first order processed.
- 01
Sign up
Email or Google — the workspace is created automatically, with no demo data. On the dashboard, pick the "Online store or marketplaces" scenario.
obriym-crm.com/sign-up
- 02
Fill in your business profile
Company name and details. They are inserted automatically into the invoices, delivery notes and acts you will create from orders.
Settings → Workspace
- 03
Connect your first sales channel
A WooCommerce store, OLX listings, a Telegram bot or the universal webhook. The "Test connection" button immediately shows the connection is alive. One sales channel is included in Free; Team gives five, Scale ten. Team can be tried for 14 days, no card required.
Settings → Integrations
- 04
Add or import your products
Manually, from an Excel or CSV file — or in one click from a connected store or marketplace: existing products link by SKU, new ones arrive as drafts for review.
Catalog → Products
- 05
Take your first order
It arrives from the connected channel by itself; or create one manually. The order deducts stock on its own, and the invoice and delivery note are created straight from it.
Orders
- 06
Invite your team
A manager sees orders, channels and conversations; settings and connections stay with the owner. Roles: owner, manager, viewer, developer.
Team
Scenario 3
B2B and service sales
Leads, pipeline, tasks and next actions. The first-week goal: every enquiry has an owner and a planned next step.
- 01
Sign up
Email or Google — the workspace is created automatically. On the dashboard, pick the "B2B and service sales" scenario.
obriym-crm.com/sign-up
- 02
Fill in your business profile
Name and details — they are inserted into the proposals, invoices and acts you will send to clients.
Settings → Workspace
- 03
Review your pipeline stages
Rename the default stages to match your process and set probabilities — the revenue forecast becomes yours instead of a template.
Settings → CRM Process
- 04
Add your first enquiry
Manually, via CSV import or with the website form. Every lead carries a mandatory next step, and one-click conversion creates the contact, company and deal without duplicates.
Leads
- 05
Invite your team
Assign owners — they get notified. Enquiries that stall surface themselves on the dashboard.
Team
Integrations
What you can connect today
Connect directly: a WooCommerce or Prom.ua store, OLX listings and conversations, eBay listings, a Telegram bot, LinkedIn publishing, Nova Poshta (waybills and tracking), Hutko and WayForPay payments, the universal webhook for Zapier, Make or n8n — plus the MCP server for your AI assistant. The website lead form and the REST API are ready for any plan with the matching access.
Some channels are in beta: available to connect today, with capabilities still being refined. The current status of every channel is always visible on the integrations page.
All integration statusesPlans
What is free and what needs a paid plan
- Free is a permanent free plan: one sales channel, a website form, a webhook and 20 AI generations a month. Limited by record counts, not by time.
- The REST API, MCP and automatic AI suggestions are on the Team and Scale plans, along with more channels and records. Team can be tried for 14 days, no card required.
- The price is fixed per workspace, not per user — your team inside the workspace does not pay for seats separately.
FAQ
Common questions about starting
- How long does it take to start?
- Sign-up takes about a minute and the workspace is created automatically. Connecting the first channel takes 10–20 minutes following the step-by-step guide on that integration's page. From there, orders and messages arrive on their own.
- Do I have to migrate data manually?
- No. Products import from a connected store or marketplace in one click, existing leads and contacts come in via CSV import, and orders start flowing from channels right after connecting.
- Is it safe to connect a live store?
- Yes. Right after connecting, the CRM only reads data. Every write direction to a marketplace is off by default: only the workspace owner can enable it, and only after a dry run that shows exactly what would change.
- Do I need a card to start?
- The Team trial lasts 14 days, needs no card and works in any currency — one trial per account, as described on the pricing page. Free needs no trial: it is a permanent plan.
- My channel is not on the list — what now?
- Connect it through the universal webhook (Zapier, Make, n8n) or directly via the REST API — both paths land in the same leads and orders. And write to us: the roadmap is shaped by customer requests.
Get started
The first step takes a minute.
Sign up, pick your scenario — and the CRM walks you to your first order or enquiry.
Scenario 2
Instagram and messengers
Selling through conversations. The first-week goal: no enquiry gets lost — every message becomes a lead that someone answers.
Sign up
Email or Google — the workspace is created automatically. On the dashboard, pick the "Instagram and messengers" scenario.
obriym-crm.com/sign-up
Fill in your business profile
Name and details — so an invoice for a buyer from a conversation is created in one click when it comes to payment.
Settings → Workspace
Connect a conversation channel
Telegram and OLX are ready to connect today. Connecting Instagram, Messenger and WhatsApp is temporarily unavailable; the current status is on the integrations page. Free includes one channel; Team and Scale give you more.
Settings → Integrations
Take your first enquiry
A buyer's message automatically becomes a lead, and the whole conversation collects in the Inbox — you reply right from the CRM. AI drafts the reply from your catalog and the conversation; you always send it.
Inbox
Invite your team
Every manager sees which enquiries are waiting for an answer. The "Awaiting reply" badge makes sure no conversation gets lost.
Team