The onboarding experience is designed for rapid deployment. Within minutes, users establish their workspace, configure their profile, and choose a subscription tier to begin sales activities immediately.

Step 1: Register Your Account

Two registration methods are available:

Email & Password — Supply an email address, create a password, and verify through a confirmation message (check your spam folder if needed)
Google or Microsoft SSO — Use existing credentials for immediate access

Step 2: Create Your Workspace

Post-registration setup includes:

Selecting a workspace identifier (typically your company name)
Submitting a logo file

Workspace preparation requires approximately one minute.

Step 3: Complete Your Profile

Personal information entry:

First name
Last name
Profile picture

Profile completion ensures team visibility across features.

Step 4: Select Your Plan

Three subscription tiers exist for varying organisational scales:

Essential ($19/user monthly) — Ideal for founders and small operations needing straightforward CRM functionality with conversation organisation
Growth ($49/user monthly) — Suited for emerging companies and expanding sales departments using WhatsApp or LinkedIn, incorporating AI-driven opportunity ranking
Pro ($89/user monthly) — Engineered for sophisticated requirements including advanced automation, comprehensive reporting, multi-channel communication, and granular access controls

All new workspaces include a 14-day complimentary trial requiring no payment information upfront. Trial users can explore complete functionality and add collaborators.

Step 5: Getting Started Page

The onboarding checklist directs users through essential activation tasks with brief audio guidance covering:

Email, calendar, and third-party connection setup
Database functionality (contacts, organisations, deals)
Pipeline structure and deal organisation
Workflow automation for recurring tasks
Initial multi-channel outreach sequence deployment

Workspace activation and immediate operational readiness follow checklist completion. Team invitations are available from this interface.

Which Plan Should I Choose?

Selection guidance by organisational profile:

Starter Plan — Solo operators or dual partnerships
Essential Plan — Small sales departments (3–10 representatives)
Growth Plan — Expanding departments (10–50 representatives) utilising AI-driven scoring and signal detection
Pro Plan — Established organisations requiring sophisticated permission hierarchies and administrative oversight

Key Outcomes

Registration and plan selection completion results in:

An initialised workspace
A populated team profile
Access to a 14-day trial period without payment prerequisites
Directed progression through value-activating configuration steps

Registration & plan selection