Book a free setup call
Last reviewed
Pick a 15-minute slot with the CRM Dost team, shown in your own time zone, and change or cancel it from the email.
A setup call is a free 15-minute video or phone call with someone from the CRM Dost team, to help you set up your workspace or answer questions before you start. You can book one from the app or from crmdost.com/demo.
Book from the app
- Press Book a free setup call on the welcome screen after you sign up, or on the Support page.
- The booking page opens in your browser with your name, email, phone and company already filled in. Change anything that is not right.
- Pick a day and a time. Times are shown in your own time zone; press Change beside it if you are booking for another place.
- Press Confirm booking.
The button only appears while the team is taking bookings. If you do not see it, write to support@crmdost.com or message us on WhatsApp.
After you book
- You get an email with the time, the name of the person you will meet and the meeting link (or a note that we will call you), plus a calendar file. A reminder follows an hour before.
- To reschedule or cancel, open the link in that email. Rescheduling closes shortly before the start; cancelling stays open until the call begins.
- If you move the call, remove the old entry from your calendar: the new email brings a new calendar file.
- Missed it? The email we send afterwards lets you pick another time.
The video call and its recording
- Most demos are video calls on Meet Dost, our video-calling service. Your join link is on the confirmation screen, in the confirmation email, in the calendar file and on the page you reach from the email to change or cancel the booking.
- If the link is still being made when you book, the confirmation says so and the link follows by email a few minutes later. It also appears on that same booking page.
- Open the link a minute before the start, type your name and wait for the host to let you in. No account or download is needed; on a phone with the Meet Dost app, the link opens the app.
- When the booking page says the demo is recorded, the call is recorded from the start: video, audio, any screen that is shared, and the chat. You are told before you book, in every email and calendar invitation, and again on the join screen.
- You can ask the host to stop the recording at any time during the call. What was recorded before that is kept. Our team uses the recording only to follow up on your demo.
Ticking "Send me product updates" is optional and separate from the booking: leaving it unticked never affects your call.