Need setup help?
Get your workspace ready.
Most businesses can set up on their own in a few steps. If you'd like help, guided onboarding is available on request.
Pre-launch support is provided by email. Response times are confirmed on request; there is no 24/7 coverage, live chat, phone line or guaranteed response time yet.
Self-serve setup — $0
Create your account and business workspace
Sign up with email, then follow the setup steps: business name, industry and contact details.
Choose your industry preset
This sets your service list, value tiers and wording, so lead scores make sense for your business.
Bring in your inquiries
Add a lead by hand, import a CSV from Leads → Import CSV, or connect a website form from Connections.
Set up your team
In Account & company settings, review team roles (owner, manager, employee).
Review follow-ups
Follow-ups wait for owner approval. Nothing is sent to customers automatically, and emergency stops are available in Safety controls.
Check your dashboard and reports
See priorities, close rate and received-date reports once your records are in.