# MJX CRM quickstart — your first enquiry in 10 minutes

> Sign up for MJX CRM, share your enquiry form, add your team, and follow up your first enquiry — step by step, in about ten minutes.

Source: https://pathshala.mjxtechnologies.com/docs/crm/quickstart/

This quickstart takes an owner from sign-up to a first enquiry being followed up in MJX CRM. You need a phone number and an email address.

::: steps
### Create your account

Open [Start free](~/signup?modules=inquiry). Pick what best describes you — **School**, **Coaching**, **Tuition**, **College**, **Institute** or **Business**. This choice sets the CRM's words: Enquiries and Admitted for a school, Leads and Won for a business.

Fill in your organisation's name, **Your Portal URL** (for example `sunrise` → `sunrise.pathshala.mjxtechnologies.com`), city, state and PIN code, then your name, phone, email and a password (at least 8 characters). Press [[Create and Get Portal]].

You start on a 14-day free trial with no card.

### Open the CRM

Sign in at your portal address. Press **Apps**, choose **MJX CRM** and open **CRM home** — your day: what is due, new enquiries and your numbers.

> [!PATH] Apps › MJX CRM › CRM home

![CRM home with the CRM home row marked in the sidebar](media/crm/quickstart-1.jpg "Apps › MJX CRM › CRM home")

### Share your enquiry form

Your public form is ready. On **Apps › MJX CRM › Enquiries**, press [[Copy Form URL]] and share it on WhatsApp, Instagram or your website. Or put it inside your website — see [Web forms](crm/web-forms).

Fill it once yourself from your phone to see what a parent sees.

### Add a walk-in by hand

Press [[Add enquiry]], type the name and phone, and press [[Add it]]. Nothing is sent to them.

### Set your stages and fields

> [!PATH] Apps › MJX CRM › CRM settings › Stages & fields

![Stages & fields page with its row marked in the sidebar's Setup group](media/crm/quickstart-2.jpg "Apps › MJX CRM › CRM settings › Stages & fields")

Keep the five stages (New, Talking, Call back, Admitted, Not interested) or add your own, and add the fields you always ask (course, budget, batch). See [Custom fields and the form builder](crm/custom-fields-and-form-builder).

### Add your team

Add counsellors as staff users with CRM access, then hand them enquiries with [[Assign]]. See [Agents and access](crm/agents-and-access).

### Follow up your first enquiry

Open the enquiry. Press a stage button (for example **Talking**), [[+ Log a call]] after you speak, and set a call-back date. It then appears under **⏰ Due today** on that day.

### Switch on automatic follow-ups

> [!PATH] Apps › MJX CRM › Follow-up messages

![Follow-up messages page with its sidebar row marked](media/crm/quickstart-3.jpg "Apps › MJX CRM › Follow-up messages")

Choose on which days the CRM reminds people who have not replied. See [Follow-ups and sequences](crm/follow-ups-and-sequences).
:::

> [!SUCCESS]
> You now have a form bringing in enquiries, a team that owns them, and follow-ups that do not depend on anyone's memory.

## What next?

::: cards
- [Lead sources and connectors](crm/lead-sources-and-connectors) — Facebook, Google Ads, IndiaMART, QR posters and more
- [Tasks and meetings](crm/tasks-and-meetings) — Book school visits and demo classes
- [MJX CRM app](crm/crm-app) — The CRM on your counsellors' phones
- [Best practices](crm/best-practices) — How good teams run the CRM every day
:::

Need help? WhatsApp or call **7996837555**, or email **info@mjxtechnologies.com**.

## Questions people ask

### Is there a free trial?

Yes. Sign-up gives a 14-day free trial with no card, then a Forever Free plan. Paid plans are on the Pricing page.

### Do I need my own WhatsApp number to start?

No. You can start with the form and the CRM screens. Your own WhatsApp number is set up later under Settings › WhatsApp.

### Can my counsellors use the CRM on their phones?

Yes. The MJX CRM Android app shows the same enquiries, calls and tasks.