Getting started: sign up, free trial and verifying your email

Create your account

1. Go to the sign-up page and enter your company name, your name, your work email and a password. A mobile number is optional.
2. Select Create account. You are signed in straight away and taken to your dashboard.
3. The person who signs up becomes the first Admin of the company account.

Your free trial

Every new account starts with a 14-day free trial of the product. No card is needed to start. You can choose a plan at any time from Settings → Billing; see "Billing, plans and invoices" for what happens when the trial ends.

Verify your email address

We send a confirmation link to the email you signed up with. Until you open it, a reminder bar is shown at the top of the app. If the email has not arrived, check your spam folder or select Resend email in that bar.

Suggested first steps

• Review your company details (name, timezone, currency, country) in Settings → Company.
• Adjust pipeline stages, lead sources and lost reasons to match how you sell.
• Import your existing leads from Excel or CSV.
• Invite your team and give each person the right role.
• Connect WhatsApp in Settings → Integrations.