Getting started
Sign up starts at getjoey.app/signup with your name, dealership and email. The signup form searches an existing dealership list as you type, or lets you add your dealership if it is not listed yet. You pick your state on the same form, which is how JOEY knows which state-specific compliance rules apply to your account from day one.
Every new account can start on the free plan. No card is required and there is no trial clock, so you can explore the dashboard, set your voice and set your schedule before anything goes live. If you choose a paid plan instead, it is backed by a 30-day money-back guarantee.
The most important sentence in this document
JOEY works with any dealership CRM. DriveCentric and Tekion have the deepest support today, VinSolutions is being added now, and any CRM you ask for gets supported free of charge. Connecting your account to a live DriveCentric login is a step our team finishes during onboarding rather than something you configure yourself in the dashboard, since it involves credentials for a system outside JOEY.
JOEY begins sending on your behalf once your CRM connection is active, not the instant you finish the signup form. Every other page on this site that describes "getting started" repeats this sentence for a reason: it is the honesty anchor for the whole onboarding experience, and skipping it is what makes a signup feel broken when nothing is actually wrong.
The onboarding flow, step by step
Onboarding runs as a 9-step sequence in the app. Steps 1 and 2 can be skipped or deferred; the rest are required to finish setup.
| Step | What it does | Required |
|---|---|---|
| 0. Verify email | Confirms the email you signed up with | Already done on arrival |
| 1. Verify phone | Confirms a phone number | Optional, degrades gracefully if skipped |
| 2. Personalize | Sets your voice, tone and signoff | Skippable |
| 3. CRM login | Enter your CRM credentials | Required |
| 4. Address | Your dealership address | Required for all users |
| 5. Consent | Compliance consent | Required |
| 6. KYC | Identity verification | Required for every account type, free included |
| 7. Card | Payment method | Required for paid plans |
| 8. Done | Enrollment code and next-steps checklist | Final step |
What activates immediately
As soon as you sign up you can open your dashboard, personalize your voice (name, tone, signoff) under Account, and set your working schedule so JOEY knows your hours, your Extra Time window and your Overtime window. These settings save right away and take effect the moment your account is fully connected.
What our team finishes during setup
Connecting your account to a live DriveCentric login is finished by our team during onboarding. If you have questions about where your connection stands, reach out from the Help page.
Where to go next
Once you are in, the fastest path is: set your voice and schedule in Account, install the browser extension so you can see JOEY drafts inside DriveCentric, and check the dashboard for your live send stats once your connection is active. See How JOEY works for the full picture, and Plans and limits for what each plan includes.