Built for global teams, client operations, and growth-stage businesses.
info@ideadunes.com +91-7709399141 Interactive Demo

Get Started

Your IdeaDunes Onboarding Guide

From signup to full productivity in minutes. Choose your path below.

Choose Your Onboarding Path

Individual

Free & Purchased Plans

  1. Sign up with email or social login
  2. Select your industry vertical
  3. Explore your personal dashboard
  4. Set up Tasks, Files, and Notes
  5. Customize profile and preferences

Time to value: ~5 minutes

Start Free

Small Team

Very Small & Small Business

  1. Create your organization account
  2. Invite team members (1-25)
  3. Set up CRM pipeline and leads
  4. Configure projects and task boards
  5. Enable integrations and automation

Time to value: ~15 minutes

Start Team Plan

Enterprise

Mid, Large & Very Large Business

  1. Contact sales for custom setup
  2. Deploy on-premise or cloud
  3. Configure SSO and security policies
  4. Import data and map custom fields
  5. Roll out with phased department adoption

Time to value: Custom timeline

Enterprise Plan

Step-by-Step Setup

1

Create Your Account

Visit signup and register with email, Google, GitHub, or LinkedIn. Choose a password (minimum 12 characters) and select your account type from our 7 tiers: Individual Free, Individual Purchased, Very Small Business, Small Business, Mid Business, Large Business, or Very Large Business.

2

Select Your Industry & Business Model

Use the Solutions Wizard to choose from 30+ industry verticals and 100+ business models. This configures your workspace with industry-specific terminology, workflows, and recommended features.

3

Configure Your Workspace

Customize your dashboard layout, set up branding colors and logo, configure notification preferences, and enable the modules you need. The left sidebar dynamically shows modules based on your role and permissions.

4

Import Your Data

Import contacts, leads, and customer data via CSV upload or REST API. Map your custom fields, validate the import, and start working with your existing data immediately.

5

Invite Your Team

Send email invitations to team members, assign roles (Admin, Manager, Team Member, Viewer), configure permissions per module, and set up departments and groups.

6

Set Up Integrations

Connect your existing tools: email (SMTP/IMAP), calendar, payment gateways (Stripe, PayPal), telephony (Twilio, Nexmo, Plivo), and more via our integrations hub.

7

Go Live!

You're ready! Start managing clients, tracking tasks, creating invoices, and growing your business. Visit tutorials for module-specific guides, or reach out to support anytime.

Helpful Resources

Interactive Demo

Explore the platform without signing up.

Tutorials

Step-by-step guides for every module.

FAQ

Quick answers to common questions.

Webinars

Live sessions and recorded training.

Ready to Begin?

Create your free account and start your onboarding journey today.

Create Free Account Talk to Sales