Quickstart
1. Create your account
Sign up with your email address. After creating your account, you can add a passkey for passwordless login.
2. Create an organization
After logging in, create an organization. This is the top level container for your business, and one organization can hold multiple companies.
3. Create a company
Create your first company within the organization. You will configure the following during creation:
| Name | The workspace name visible to all members |
| Region | Where your data is stored (e.g., Europe). Once set, your region cannot be modified |
| Plan | Trial, Individual, Pro, Business, Enterprise |
4. Create your first pipeline
A pipeline represents a workflow. You can start from a template or create a blank one:
- Choose a template. Select one tailored to your industry, or start with a blank pipeline
- Configure stages as columns on your Kanban board (e.g., Lead, Qualified, Proposal, Negotiation, Closed)
- Add statuses as optional substeps within stages (e.g., Draft, Sent, Reviewed)
- Define fields by enabling built in fields (email, phone) and adding custom fields across multiple types and variants
For a detailed walkthrough of every setting, see Create a Pipeline.
5. Add your first item
Click "Add Item" on your pipeline board. Fill in the fields and save. Your new item appears as a card in the first stage.
From the Kanban board you can:
| Drag and drop | Move cards between stages |
| Hover | See quick info and actions |
| Click | Open the detail view with overview, activity, proposals, and invoices |
| Log activity | Record notes, calls, emails, and meetings |
| Assign | Add team members with multiple assignees and a primary designation |
Learn more about working with items in the Manage Items guide.
6. Invite your team
Go to Settings → Company Settings → Users and invite people by email.
| Member | The default role. Can work with items, contacts, and tasks |
| Admin | Can create and update items, pipelines, teams, and add members |
| Billing | Managed exclusively by the company creator (Owner) |
To control access to specific pipelines or stages, create teams in Settings → Company Settings → Teams and assign permissions at the pipeline or stage level.
For the full setup, see the Invite Team Members guide and Teams & Permissions.
7. Subscribe to a plan
Before the 14-day trial expires, select a plan from Settings → Company Settings → Billing:
| Individual | 1 user, core pipeline features |
| Pro | Teams, automations, reports, e-signatures, duplicate detection, conversations |
| Business | Analytics dashboard, advanced lead scoring with decay, unlimited automations |
| Enterprise | Custom limits, priority support |
Billing is available monthly or annually. If you have a referral code, you can apply it during company creation or before your first checkout to extend your trial from 14 to 60 days.
If the trial expires without an active subscription, access to pipeline data is suspended until you select a plan.
Next steps
Core Concepts to learn the data model and organizational hierarchy
Guides for step-by-step operational walkthroughs
API Reference for external API integration