Create your account
Register with your work email and choose a plan. We email a verification link; open it to activate your account. Every plan begins with a free trial.
Complete the guided setup
The first time you sign in, setup asks for your business details, creates your departments from a template that fits your industry, lets you invite your team and lets you choose which modules to switch on.
You can skip setup and return to it later — a banner keeps it one click away until it is done.
Invite your team and set roles
Invite people by email and give each one a role. Roles control which modules a person can open and which actions they may take. You can fine-tune permissions per person at any time.
Bring in your data
Import leads, clients or employees from CSV in Settings → Import. The importer validates every row and lists exactly what to fix before anything is saved.
Your first week
Day one: invite the team and import contacts. Day two: set up one automation, such as notifying the owner of every new lead. Day three: publish your website theme. By the end of the week your team is working inside the platform and the dashboard is filling with live numbers.