1. Create your workspace
- Open the signup page and choose the Full CRM bundle or the modules you want to try.
- Enter your company name, a workspace ID, your name, email and a password of at least 8 characters.
- Enter the one-time code sent to your email. Your workspace is created and your free trial starts.
2. Remember your workspace ID
You sign in with three things: workspace ID, email and password. If you forget the workspace ID, use Forgot Workspace ID on the login page and it is emailed to you.
3. Finish the setup steps
- Company: legal name, address, GSTIN and logo. These print on quotations, invoices and payslips.
- Team: invite the people who will use the workspace.
- Leads: import a first file of leads, or skip and add them later.
4. Turn modules on or off
A workspace shows a module only when your plan includes it and an admin has not switched it off in Settings. Hide what you do not use so the menu stays short.
5. Put the app on your team's phones
Callers and field staff use the Android app with the same login. See the mobile app setup guide.
Questions
- Do I need a card to start?
- The signup page shows exactly what is needed to start a trial. Payment is taken from the billing page when you choose to subscribe.
- Can I change my modules later?
- Yes. Add or change modules from the billing page in your workspace.
- I forgot my workspace ID. What now?
- Use Forgot Workspace ID on the login page. The workspaces your email administers are sent to you.
Still stuck? Email [email protected] with your workspace ID, or look up a term in the glossary.