Create your business workspace
Sign in, create your organisation and follow the getting started guide. The organisation is your business’s shared workspace. Contacts, lists, forms and billing belong to the organisation you have selected.
Have several businesses? Give each organisation a clear name and check the business selector before importing contacts or connecting a mailbox.
Set up the essentials once
- Activate your organisation’s subscription in the guide. Wait for payment confirmation before continuing.
- Save your business name, website, logo and colours. This profile is used when creating new newsletters and forms.
- Connect your mailbox if you want to read and reply to emails in the CRM. Newsletter senders are configured separately.
- Add a contact or import a CSV file. Start with a smaller selection so you can check the results.
Choose your first workflow
Want to capture enquiries? Create a contact form and add it to your website. Want to keep in touch with an audience? Create a list and prepare a newsletter.
You do not need to use everything on day one. A contact, a note and a scheduled follow-up make a great start.
Check before inviting more people
Open a contact and check that the details are correct. Test your published form using an email address you control. Check both the submission in the CRM and the notification you selected.
Then invite your team to the right organisation. Each team member connects their own mailbox.
Reviewed 26 September 2026