Welcome to AdvantaCRM! Creating your account takes just a minute. You'll pick how you want to sign in, then walk through a short five-step setup so the app is ready to work the way you do.

This guide covers both parts: creating your account and finishing your profile.

Head to the AdvantaCRM sign-up page. You've got three ways to register — pick whichever you prefer:

If you're using email and password, fill in each field and click Sign up with email. You can tap the eye icon in either password field to double-check what you've typed.

Once your account is created, we'll walk you through a quick five-step setup to get a few important details on file. A progress bar at the top shows where you are.

Enter your National Producer Number (NPN). This one's required — we use it for compliance on client-facing portals and communications.

Type your NPN and click Continue.

Add a profile picture if you'd like. Click Choose photo, select an image, then Upload & continue.

Not ready? Click Skip — you can always add or change your photo later in Settings.

Add a phone number and address if you want them on your profile. Start typing your address to pick from suggestions, or click Or enter manually for something like a PO Box.

Both fields are optional — click Skip to move on and add them later in Settings.

Choose your timezone from the dropdown. This matters more than it looks: we use it to calculate "due" times correctly and to schedule your reminder emails and daily automations at the right time of day.

Pick your timezone and click Continue.

Last one. Choose how AdvantaCRM looks for you:

Make your pick and click Go to app.

That's it — your account is set up and you're ready to start using AdvantaCRM. Anything you skipped or want to change (photo, contact info, timezone, appearance) can be updated anytime in Settings.