Getting Started
Set up your workspace, import contacts, and configure your first pipeline in minutes
1. Create Your Workspace
Set up your CRM workspace with your company details and preferences.
- Enter your company name and logo
- Configure timezone and currency settings
- Invite team members with role-based access
2. Import Your Contacts
Bring your existing contacts into the CRM from various sources.
- Import from CSV, Excel, or other CRMs
- Map fields automatically or manually
- Deduplicate and clean data during import
3. Set Up Your First Pipeline
Create a sales pipeline that matches your business process.
- Choose from templates or start from scratch
- Define stages like Lead, Qualified, Proposal, Won
- Set up automation rules for stage transitions
4. Customize Your Dashboard
Build a dashboard that shows the metrics that matter most to you.
- Add widgets for deals, tasks, and activities
- Create custom charts and reports
- Set up daily/weekly email summaries