Create your workspace and invite your team
From signing up to a fully configured workspace with roles, branding and billing in under ten minutes.
5 min read
Every account starts with one workspace. A workspace holds your tools, your team, your billing and your data — nothing is shared between workspaces.
- 1
Create your free account
Sign up with your work email. No card is needed to explore, configure and preview tools.
- 2
Name your workspace
Use your trading name — it appears on quotes, proposals, emails and customer-facing pages.
- 3
Add your branding
Upload a logo and set your accent colour in Settings → Branding. Every widget, PDF and email picks it up automatically.
- 4
Invite your team
Settings → Team. Owners manage billing, admins configure tools, members use them day to day.
- 5
Turn on a tool
Open any tool from the sidebar. If it is not in your plan you will see a one-click unlock with both the single-tool and package price.
Seats are never charged per user. Invite the whole team on any plan.
Try the tools in this guide
PipelineAI CRM
Inbound lead intake, automated deal stages, and customer activity tracking.