Create a workspace

A workspace is your company’s own space in the CRM — its contacts, its team, its settings. If you were invited by someone, you do not need this page; just sign in. This page is for the person creating a brand-new workspace.

Sign up

1. Open the sign-up page.
2. Enter your email and a workspace name, complete the captcha, and submit.
3. You see a “Check your inbox” confirmation showing the address you entered.
4. Open the email and click the link. It creates the workspace, makes you its Admin, signs you in, and opens the setup wizard.

The link is valid for 24 hours and works once. An expired or already-used link shows “this link is no longer valid” with a link to request a new one.

The confirmation looks the same whether or not the email was already in use — that is deliberate, so nobody can use the form to find out who has an account.

The setup wizard

The first time you sign in as Admin, a three-step wizard opens:

1. Confirm workspace — the name is pre-filled; edit it if you like.
2. Pipeline preview — a read-only look at the default funnel and its stages. You can rename and retire stages later under Pipelines and stages.
3. Invite teammates — an optional list of email addresses. Each one becomes an invited member you can manage later under Members and roles.

The industry configuration (the vertical pack — your entities, fields, funnel, and saved views) installs automatically when you press Finish, and also when you Skip. Skipping never leaves you with an empty workspace.

What you should see

After Finish or Skip you land on Home with a one-time “Welcome to your CRM” message. Visiting the wizard again just returns you to Home. A teammate who signs in before you finish sees a “Setup in progress” notice.

Next: Members and roles to invite your team, and LinkedIn settings to switch capture on.