HELP← All articlesSigning up + first run
This walks the first admin from "I just heard about OraTek" to "my reps are using it." Total time: about 8 minutes.
1. Create the organization
- Go to oratekdx.info/register.html.
- Fill in Company name, your name, work email, and a password (10+ characters).
- Submit. You'll land in the onboarding wizard inside the CRM.
2. Walk the onboarding wizard
The wizard runs through four optional connect steps. You can skip any of them and finish later from Settings → Setup checklist.
- AI Co-Pilot — paste your Anthropic API key to power Julie. (We pay for inference on Enterprise; bring-your-own-key on Free/Pro.)
- Gmail — connect your inbox so Julie can read replies + draft sends.
- Calendar — sync Google Calendar so meetings appear in the dashboard + Julie can book them.
- LinkedIn — optional, only if you plan to use LinkedIn outreach campaigns.
3. Choose your pipeline shape
OraTek ships with a sales pipeline (Lead → Qualified → Proposal → Negotiation → Closed Won/Lost) and a recruiting pipeline (Sourced → Phone Screen → Onsite → Offer → Hired). Both are customizable from Settings → Pipeline categories: rename columns, change colors, reorder, add custom stages.
4. Bring in your data
Two paths:
- CSV import (recommended for > 50 contacts) — see the import guide.
- Map prospecting — go to Map view, type a city + business type ("tox labs in Utah"), and OraTek pulls them from Google Places into your CRM in one shot. Map guide.
5. Invite your team
Account → Team → Invite member. Choose a role (rep / marketer / manager / director / admin) and optionally a team + manager. They get an invite email; once they accept, they appear in the org chart and leaderboard. Full invite guide.