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Get started with Pinn.Media CRM.

A checklist for your first week, in the order that matters. Do it yourself with the guides below, or on Grow and Scale, let our team set it up with you.

Your first-week checklist

Most accounts are taking calls, texts, and bookings by the end of step 6. The rest adds payments, reviews, and AI.

  1. Log in to your account

    Your CRM lives at app.pinn.media. Use the email you signed up with at checkout, and add your team from there.

    Open the app

  2. Get the app on your phone and computer

    Reply to messages, check the calendar, and take payments on the go. Sign in with the same login you use on the web.

    Download the app

  3. Bring your contacts in

    Import a spreadsheet or an export from your old system, so every customer has one record with their history.

    How contacts work

  4. Get your business number

    Pick a local number for calls and texts, or bring the one you already use. Calls and texts are paid from your wallet at the published rates.

    Phone and calls

  5. Register for business texting

    US carriers ask every business to register before they deliver its texts reliably. It is done through your account, and approval is not instant, so start on day one.

    Texting registration, explained

  6. Set up your calendar and booking link

    Add your services and open hours, then share your booking link so customers can book themselves, with reminders sent for you.

    Calendars and booking

  7. Connect your inbox

    Bring texts, email, Facebook, Instagram, and web chat into one inbox, and turn on missed-call text-back so no caller is left waiting.

    The shared inbox

  8. Connect payments

    Link your payment account to send invoices and payment links by text. Card fees go to your payment processor.

    Payments and invoices

  9. Turn on review requests

    Ask every customer for a review after their visit, and reply to reviews from the same screen.

    Reviews

  10. Switch on the AI

    Let the AI receptionist answer calls after hours and the AI reply on text and chat. AI use is paid from your wallet on Build and Grow, and included on Scale.

    AI that answers and books

Rather we set it up?

On Grow and Scale, our team builds your account, moves your data in, and trains your team. It's free when you pay yearly.

See what our team does

Stuck on something?

Send a support request and a real person on our team picks it up.

Contact support

First-week questions

When does my trial end?

Your trial runs for 14 days and nothing is charged. Your plan starts on day 15. Cancel before then and you pay nothing.

What is the wallet?

Your plan covers the software. Texts, calls, email, and AI use are paid per use from a wallet you top up, at rates published on the pricing page. Build starts with a $10 top-up and Grow with $20.

Can I change my plan later?

Yes. You can upgrade or downgrade any time.

Why aren't my texts going out yet?

Most often, your business texting registration is still being reviewed by the carriers. It is not instant, so start it on day one. On Grow and Scale our team completes it with you.

Where do I sign in?

At app.pinn.media, or in the desktop and phone apps with the same login.