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Your first day with Tradarix CRM

From your invitation to a useful daily workflow.

Where to go

CRM → Home

Your first day with Tradarix CRM — actual CRM demo screen
Actual CRM 0.53.1 screen with fictional demo data. Click to enlarge; follow the numbered steps below.

Step by step

  1. Open your invitation and set your password. Sign in at crm.tradarix.com.

  2. Complete two-factor setup when your company requires it.

  3. On Home, review your assigned work and next actions. Menus depend on your role.

  4. Open or create a permitted lead. Record the actual contact activity and set its next action.

  5. Use global search for permitted records and pages; open Tools for separate calculators.

Demo example

Demo: a salesperson opens a sample buyer lead and schedules a follow-up in 4 days.

FAQ

Where do CRM users log in?

Use https://crm.tradarix.com. The public guide does not require a CRM login.

Read related guide →
What should I do first after login?

Complete required security setup, then review Home and your assigned next actions.

Read related guide →

Reviewed 10 October 2026 · CRM 0.53.1