Welcome to Deskmantle
Deskmantle is your all-in-one AI CRM that replaces the patchwork of tools most businesses juggle daily. This guide walks you through every step of setting up your account so you can hit the ground running.
Step 1: Create Your Account
- Visit deskmantle.com and click Get Started Free.
- Sign up with your Google account or enter your email address and create a password.
- Check your inbox for a verification email and click the confirmation link.
- Once verified you will be redirected into the onboarding wizard.
Step 2: The Onboarding Wizard
The onboarding wizard takes about two minutes and tailors your workspace to your business type.
- Business profile — enter your company name, industry, and size. Deskmantle uses this to pre-configure your pipeline stages and AI assistant personality.
- Your role — tell us whether you are the owner, a sales rep, a marketer, or an operations manager so we can surface the right features first.
- Goals — select your top three priorities (close more deals, automate follow-ups, manage invoices, etc.). These determine which dashboard widgets appear by default.
Step 3: Connect Your Email
Connecting your email lets Deskmantle sync conversations, auto-log client interactions, and send emails on your behalf.
- Go to Settings > Integrations > Email.
- Click Connect Gmail (or Connect Outlook).
- Authorize the OAuth prompt — Deskmantle requests the minimum permissions needed to read, send, and sync.
- Choose whether to sync all mail or only mail from the last 30 days.
- Deskmantle will begin indexing in the background. You will see a progress bar in the top toolbar.
Step 4: Import Your Contacts
You can import contacts via CSV upload, direct integration with HubSpot or Salesforce, or by forwarding a vCard file. See the dedicated Importing Data article for a full walkthrough.
Step 5: Explore the Dashboard
After setup you land on the Dashboard. Here you will find your Daily Brief, pipeline snapshot, upcoming tasks, and AI-generated insights. Take a moment to familiarize yourself with the left sidebar — each icon leads to a core module (CRM, Inbox, Deals, Tasks, Finance, and more).