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Getting Started
Getting started with Cliently
Getting started with Cliently

Learn how to sign up for your Cliently account to see all of the features that Cliently offers.

James M avatar
Written by James M
Updated over a week ago

Signing up a for a new account in Cliently is a breeze and can be set up in less than 5 minutes!

Sign up by clicking on the following link: 

  • Enter in your email address. Now enter in the email address that you wish to use for your account login.

  • Verify your account. You should have received an email from Cliently to “verify” your account. Click on the red button “Verify Email” to verify your account and log in for your first time.

  • Complete the onboarding form. Complete the onboarding form and click “next” when completed. 

    • Personal Information

    • Set Your Password

    • Review and accept our Terms of Service and Payment policy

    • Click on “let's go!”.

  • Once you login, you will be presented with a welcome message.

If you are logged in with Google Chrome, you will be presented with Cliently’s integrations with Salesforce, Hubspot and pipedrive.

Not using Google Chrome? If you've signed up and are not using Google Chrome, you will be presented access to our FAQ pages and video tutorials (you won't see the CRM integration options).

You can click on each link to install the extension. If you are not ready for this step or you don't use any of the CRM's offered here, please select the "skip for now" option at the bottom of this pop-up. You can always download these extensions from the Google Chrome store at a later time. 

Click here to learn more about our integrations with Cliently

Access to help, you will be presented access to our FAQ page as well as video tutorials. If you would like to skip this step, please click the "let's get started" button at the bottom of this pop-up. 

Want to learn more and/or setup a Demo? Click here to schedule a time!

Need Help? If you need any help with your Cliently account, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your screen.

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