In 10 minutes you can have your organisation set up, your first contact added, a deal or project on the go and your team invited. Here's the quickest route.
Sign up
- Go to the sign-up page and enter your first name, last name, email and a password. Or choose Continue with Google, Continue with Microsoft or Continue with LinkedIn if they're offered.
- Tick the box to agree to the terms of service and privacy policy, then select Create account. The switch for tips and news from 53° starts on, and you can turn it off here.
- Open the verification email we send you and follow the link.
More on this in Sign in and security.
Set up your organisation
Your organisation is where your team, contacts and work live. The setup takes 3 short steps:
- Create your organisation: give it a name and a slug.
- Organisation basics: pick your industry, country, timezone and currency.
- Choose your plan: start a 28-day free trial of the plan that fits. You add a card, and you aren't charged until the trial ends.
If someone has already invited you, you'll see their invitation first, and you can accept it instead. See Set up your organisation.
Take the tours
The first time you open each area, a small card offers a quick tour of it. Select Show me around to take it, Remind me later to be asked next time, or Skip. See Tutorials.
Add your first contact
- Select Create new at the top of the page, then Contact.
- Fill in the details and save.
Read Contacts overview to learn how people and companies fit together.
Create a deal or a project
Track work you're pitching for as a deal, or plan work you've already won as a project.
- Select Create new, then Deal or Project.
- Give it a name and fill in the rest.
Find out more in Deals, Proposals, Projects and Tasks.
Invite someone
- Select your organisation's name at the top of the sidebar, then Manage organisation.
- Open Members.
- Under Invite a teammate, enter their email, choose a role and select Invite.
See Members and roles for what each role can do.
Set your moonshot
When you're ready, open Mission Control from the sidebar to set your Moonshot goal and break it into Missions. Start with the Mission Control overview.
Good to know
- Press ⌘K (Ctrl+K on Windows) to search or run a command from anywhere. See Search and shortcuts.
- Select Get started in the sidebar to see every tutorial, take one again or skip the rest.