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This page covers everything you need to create and access your Echelon account, from first-time signup to workspace configuration after you log in. All account management — including signup and sign-in — happens at dashboard.echeloncrm.app/auth.

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Create an account

1

Go to the signup page

Visit dashboard.echeloncrm.app/auth. The page presents both signup and sign-in options.
2

Choose your signup method

You have two options:
  • Email and password: Enter your email address, choose a password, and click Sign Up.
  • Google: Click Continue with Google and authorize Echelon to access your Google account.
Google sign-in is the fastest way to create and access your account — it skips password setup entirely and gets you to your dashboard in one click.
3

Confirm your email (email signup only)

If you signed up with an email address, check your inbox for a confirmation message from Echelon and click the link inside. This step is not required for Google sign-in.

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Sign in to your account

Go to dashboard.echeloncrm.app/auth and use the method you signed up with:
  • Email and password: Enter your registered email and password, then click Sign In.
  • Google: Click Continue with Google and select the Google account linked to your Echelon workspace.
Make sure you use the same sign-in method you used when you created your account. Signing in with Google when you registered with email (or vice versa) will not match your existing workspace.

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Forgot your password?

If you signed up with email and can’t remember your password, click Forgot password? on the login page. Enter your email address and Echelon will send you a reset link. Password reset is only available for email/password accounts. If you signed in with Google, use your Google account recovery process instead.

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Workspace setup after first login

After logging in for the first time, Echelon creates your workspace automatically. Before you start using AI Employees and the AI Manager, take a few minutes to:
  1. Review your plan — your plan determines how many AI Employees, custom tools, and contacts you can have. Go to Settings → Billing to confirm your current plan.
  2. Connect a channel — your AI Employees need at least one channel (email, WhatsApp, or SMS) to communicate. Navigate to Integrations and connect email first.
  3. Invite team members — if you’re on the Scale plan, you have up to 5 team seats. Go to Settings → Team to send invitations.
WhatsApp and SMS channels are only available on Growth and Scale plans. If you’re on the Starter plan, email is the channel available to your AI Employees.

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Next steps

Once your account is ready and your workspace is configured, follow the quickstart guide to activate your first AI Employee and turn on the AI Manager.

Quickstart guide

Connect a channel, create an AI Employee, and activate the AI Manager.

Plans and billing

Review what’s included in each plan and upgrade when you’re ready.