Last updated: January 2026
After creating your account, Ralivi's onboarding wizard guides you through the essential setup steps. The wizard is designed to get you up and running quickly while ensuring you don't miss any important configuration.
You can skip steps and return to them later, but we recommend completing all steps for the best experience.
Link your Gmail or Outlook account to automatically track conversations
Sync Google Calendar to track meetings and schedule follow-ups
Bring in existing contacts and deals from spreadsheets or other CRMs
Set up your deal stages to match your sales process
Add team members to collaborate on deals
This is the most important step. Connecting your email allows Ralivi to:
Supported Email Providers
What Ralivi can access: Ralivi can read your emails to track conversations. We never send emails on your behalf without your explicit action.

Connecting Google Calendar helps Ralivi:
You can skip this step and connect your calendar later from Settings → Calendar Integration
If you're switching from another CRM or have existing data in spreadsheets, you can import:
Upload a CSV file with your contacts or deals. Ralivi will help you map the columns.
Link a Google Sheet to automatically sync data into Ralivi.
Skip importing and let Ralivi build your database from your emails.
Learn more in our Import Data Guide
Ralivi comes with a default pipeline, but you can customize it to match your sales process:
You can add, remove, or rename stages anytime from Settings → Pipeline Settings
If you're working with a team, invite them to collaborate:
Full access to all features, settings, and billing. Can invite and remove team members.
Can view and manage contacts, deals, and activities. Cannot access billing or organization settings.
You can skip any optional step during onboarding. To return to incomplete steps:
Once you've completed the onboarding wizard, you're ready to start using Ralivi. Your dashboard will show incredible suggestions based on your email activity.
Learn About the Dashboard →