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Step-by-Step Guide to Getting Started with Horilla Cloud

May 13, 2026

If you’ve been looking for a reliable, hassle-free way to run your HR or CRM operations without dealing with server setups and IT headaches, Horilla Cloud might be exactly what you need. It’s a hosted version of the Horilla platform that lets you get up and running in minutes, without needing any technical background. This guide walks you through the entire process from visiting the website to having your own live instance ready to use.

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Step 1: Visit Horilla Cloud

The first thing you need to do is head over to the Horilla Cloud website. Once you’re there, you’ll get a clear picture of what the platform offers. You can choose between two core services: the HRMS for handling employee management, payroll, attendance, and HR operations, or the CRM for managing leads, customers, and sales pipelines. You can also opt for both if your business needs to cover both areas. You don’t have to commit to anything right away, as a free trial is available.

If you’re new, you’ll need to make an account, which is a simple procedure. You can sign in using Google if you want a faster alternative, or you can register using your email address and password. Either way, the authentication is safe, so you don’t have to worry about that aspect of things.

Step 3: Select Your Service

After logging in, you will be asked to select the service you wish to install. Here, you may choose to set up the CRM, the HRMS, or both. The HRMS covers everything related to your workforce, while the CRM is focused on your sales and customer relationships. Pick what fits your current priority, and you can always expand later.

Step 4: Choose a Subscription Plan

Horilla Cloud provides a 30-day free trial so you can test out the entire platform before making any purchases. Following the trial, pricing is based on a straightforward per-user model, so you don’t have to pay for seats you don’t use. Additionally, there are no feature limitations during the trial period, so you get the full experience right away. If you choose to proceed, you can switch to a paid monthly plan that grows with the size of your team. Pricing is based on a straightforward per-user model after the trial, so you won’t be charged for seats you don’t utilize. You get the full experience right away because there are no feature limitations during the trial time. You can switch to a paid monthly plan that grows with the size of your team if you choose to keep going.

Step 5: Create Your Instance

This is where your actual workspace gets configured. You must choose your time zone, assign a name to your instance, and specify how many users will be using the platform. It’s worth being accurate here since the setup is tied to your billing once the trial ends. The good news is that during the free trial, you won’t be charged anything.

Step 6: Complete Payment Details

The platform requires you to provide your financial details up front, even for the free trial. This includes your email, phone number, card details, and billing address. You can also pay via Link for a faster checkout experience. Your card won’t be charged until the trial period is over, and you have the option to cancel before it ends if you decide the platform isn’t the right fit.

Step 7: Instance Creation in Progress

Once payment details are submitted, Horilla Cloud gets to work building your instance automatically. The setup involves cloud infrastructure processing, security configuration, employee module preparation, system integrations, and final checks. Usually, the entire process takes a few minutes. You can leave the page and return to monitor your progress through your profile, so you don’t have to wait.

Step 8: Manage Your Horilla Cloud Dashboard

After your instance is ready, you’ll land on the Horilla Cloud Dashboard. From here, you can view all your active HRMS or CRM instances, monitor their status, access them through assigned domain links, manage your subscriptions and billing, send welcome emails to new users, and even create additional organizations or instances as your business grows. Every instance has its own domain, users, and data, and operates autonomously.

One of the easiest onboarding processes in the HRMS and CRM industry is really getting started with Horilla Cloud. The step-by-step flow is logical, the free trial removes any upfront pressure, and within a few minutes, you can have a fully functional system live and ready for your team. Whether you’re a small business just getting organized or a growing company looking to centralize HR and sales operations, Horilla Cloud gives you a solid foundation to build on.

Horilla HR Editorial Team Author

Horilla HR Editorial Team is a group of experienced HR professionals, HRIS consultants, and technical writers who are passionate about HR software. We have deep, hands-on understanding of the HR landscape — from hiring and onboarding to payroll compliance and workforce analytics — and are committed to providing our readers with the most up-to-date and accurate content. We have written extensively on a variety of HR software topics, including applicant tracking systems, performance management software, employee engagement tools, and payroll software. Our content is reviewed against real product capabilities and current compliance standards. We are always looking for new ways to share our knowledge with the HR community. If you have a question about HR software, please don't hesitate to contact us.