Setup

Email code in. CRM ready.

After you choose a plan, we prepare your CRM and email everything you need.

1. We prepare your CRM

   Ready for your company — seats and plan match what you ordered.

2. You get an email

   Your CRM link and activation code go to your company contacts. Nothing is shown on this public site.

3. You turn it on

   Open the link, enter the code once, and confirm your company details.

4. You create your first admin

   Then invite the rest of the team to work inside your CRM.