Getting Started
Registration & Plan Selection
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 four subscription plans:
Starter (Free, up to 2 users) – for solo entrepreneurs or very small teams.
Essential ($15/user monthly) – for small teams that want collaboration and AI support.
Growth ($49/user monthly) – for growing teams managing multiple opportunities with AI-driven insights.
Pro ($89/user monthly) – for structured organizations needing advanced permissions and management controls.
👉 Every new workspace includes a 14-day free trial — no credit card required. During this trial, you can explore all features and invite teammates.
Step 5: Getting Started Page
After plan selection, you’ll land on the Getting Started page. This page ensures you follow the right steps in the right order to get value immediately:
Sync your email & calendar
Connect WhatsApp
Add your first company or person
📹 Soon, this page will also feature a Dalil 101 onboarding video.
📖 For additional support, you can always explore this Knowledge Center.
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 Outcome
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