Register with Tesoro CRM

Introduction

Welcome to the Tesoro CRM registration process! In this guide, we’ll walk you through the steps to create your account. Tesoro CRM is a powerful platform for real estate professionals, and proper registration is the first step to an efficient workflow.

What You’ll Need

Before you begin, make sure you have:

• A valid email address
• Company name (if applicable)
• A secure password (minimum 12 characters)
• About 5 minutes of your time

Personal Information

Start by entering your personal details:

• Full Name: Your complete first and last name
• Email Address: A working email address where you can receive messages
• Phone Number: Your mobile or landline number (optional but recommended)

Tip: Make sure to use an email address you have access to, as you’ll receive a verification email.

Important for Teams

The first person to register automatically becomes the Admin and initializes the system for the entire company.

Colleagues should not start a new registration themselves but will be invited by the Admin.

Registration Steps

1. Start of Registration

When you visit the registration page of Tesoro CRM, you’ll see a clear screen with two sections:

• Left: The registration form
• Right: Information about Tesoro CRM

Click the “Register your account” button to begin.

Image 1: Registration page with the “Register your account” button

2. Personal Information

In this step, enter your personal information:

1. First Name
2. Last Name
3. Email Address

Carefully check your details and click “Next” to continue.

Image 2: Enter your personal information

3. Email Verification

After entering your details, you’ll receive a verification email:

1. Open your email inbox
2. Look for an email from Tesoro CRM
3. Find the 6-digit verification code
4. Enter this code in the six fields on the screen

Image 3a: The verification email with your personal code

Image 3b: Enter the received code

4. Company Information

As the first user, you need to enter your company details:

Note

Enter the company name exactly as you want it to appear. This name will be used throughout the system and is important for your organization’s recognition.

Enter the company name and click “Next” to continue.

Image 4: Enter the company information

5. Select Role

As the first user, you’ll be automatically designated as Admin. This gives you full control over the system and the ability to:

• Invite new users
• Manage system settings
• Modify company information

Select your role and click “Next”.

Image 5: Select your role in the company

Important

If you cancel the registration at this stage, you’ll need to start the entire process over. Make sure you have time to complete the registration.

6. Set Password

Choose a strong password for your account. Make sure it meets the following requirements:

• Minimum 12 characters
• At least 1 uppercase letter
• At least 1 number
• At least 1 special character (e.g., !@#$%^&*)

Repeat the password to avoid typos.

Image 6: Set a strong password

7. Confirmation and Dashboard

After successful registration:

1. You’ll receive a confirmation email
2. You’ll be redirected to the dashboard
3. You’ll see an overview of deals, leads, and activities

Image 9: The Tesoro CRM dashboard

Image 10: Confirmation of your registration

Common Issues and Solutions

Didn’t receive the verification code?

1. Check your spam folder
2. Wait a few minutes
3. Click “Resend code”

Registration interrupted?

• Before verification: Start the entire process again
• After verification: Use “Forgot password” to continue

Registering Colleagues

Warning

Colleagues should NOT start a new registration themselves. This would result in a new company account, which is not the intention.

✅ Correct approach:

1. Admin invites new users
2. Users receive an invitation link
3. Users complete their registration via the invitation

❌ Incorrect approach:

• Self-registration
• Creating a new company account

Conclusion

• ✅ The first user automatically becomes Admin
• ✅ Colleagues are invited by the Admin