Quick start
Getting Tonic Desk running takes about 10 minutes. Here's what you need to do:
1. Create your account
Sign up at tonicdesk.com. You'll be asked for your name, email, and organisation name. No credit card required for the Free plan.
2. Add your first contacts
Go to Contacts in the sidebar and click Add Contact. Fill in the basics — name, email, company, phone. You can also import contacts from a CSV file: go to Settings > Import Data, upload your file, and map the columns.
Coming from another CRM? Check our migration guides for step-by-step instructions.
3. Create your sales pipeline
Go to Settings > Pipelines and click Create Pipeline. Add stages that match your sales process — for example: Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost. Set win probability for each stage to enable weighted forecasting.
4. Create your first deal
Go to Deals in the sidebar and click Add Deal. Give it a name, amount, and select the pipeline stage. Link it to a contact and company. Drag it across stages on the kanban board as it progresses.
5. Connect your email
Go to Settings > Email Accounts and connect your email. Tonic Desk supports SMTP, Gmail, and Outlook. Once connected, you can send and receive emails directly from contact records.
6. Invite your team
Go to Settings > Users and click Invite User. Enter their email address and assign a role. They'll receive an invitation link to create their account.
What's next?
- API Reference — Integrate Tonic Desk with your other tools
- Webhooks — Get real-time notifications when things change
- Importing Data — Bring your existing data in from any CRM