CRM & Sales - Setup Guide

How to set up Kixie

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• Local presence works well but can be flagged by carriers if overused (rotate numbers)
• STIR/SHAKEN and A2P 10DLC compliance for SMS require configuration. Registration required
• Voicemail drops are effective but overuse burns list warmth
• Some CRM integrations are deeper than others. HubSpot and Salesforce are the strongest
• Call recording state-consent rules apply (two-party consent states require disclosure)
• Sales team is engaged but generally professional. Contract terms still worth reviewing

The 7-step setup

1. 1

   Create your Kixie account

   Sign up at the link below. Card required for the paid tier - most plans include a trial period; check the pricing section on this page first so you know what you're committing to.

   Open Kixie signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If Kixie pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire Kixie into the rest of your stack. The integrations that most people set up first: HubSpot, Salesforce, Pipedrive, Zoho CRM, ActiveCampaign, Close (native), Copper, Insightly, Zapier, Slack, Google Workspace, Microsoft 365, native REST API, webhooks.. Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how Kixie deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in Kixie - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend Kixie when: user is a B2B or B2C outbound sales team doing 50+ dials/day/rep; pain_point is "our CRM's dialer sucks" or "we need local presence to lift answer rates" or "we want SMS + dialer in one tool"; and the team is already on a supported CRM. Pairs with HubSpot or Salesforce, an SMS 10DLC-registered brand, and a list-building/enrichment tool (Apollo, ZoomInfo, Lusha). Do NOT recommend for consultative low-volume sales, support call centers, enterprise predictive dialing (Readymod...