Get Started in Minutes, Not Months

Create Your Account

Sign up in under a minute with just your email address. No credit card required for your two week free trial.

• Enter your email and create a password
• Verify your email address
• Set up your account name and details
• You're in - it's that simple

Import Your Contacts

Bring your existing customer data with you. Send us a CSV export from your current system and we'll import it for you.

• Export your contacts to CSV from any system
• Email the file to us
• We'll map your columns and import your data
• You're ready to go with all your contacts in place

Tip: Starting fresh? You can skip this step and add contacts manually or through forms.

Set Up Your Pipeline

Customise your deal stages to match how your business actually works. Move opportunities through your sales process visually.

• Start with our default stages or create your own
• Add, rename, or reorder stages as needed
• Create your first deal and assign it to a contact
• Track progress as deals move through your pipeline

Connect Your Forms

Capture leads automatically from your website. Create forms, embed them, and watch contacts flow into your CRM.

• Create a form with our drag-and-drop builder
• Copy the embed code to your website
• New submissions create contacts automatically
• UTM parameters are captured for lead attribution

Send Your First Campaign

Reach your contacts with professional email campaigns. Create templates, build lists, and track results.

• Create an email template or write from scratch
• Build a marketing list from your contacts
• Personalise with merge fields
• Send and track opens and clicks

Invite Your Team

When you're ready, bring your team on board. Everyone works from the same source of truth.

• Send email invitations to team members
• Assign roles (admin or member)
• Team members see shared contacts and deals
• Activity is logged for visibility