Sign up and onboard
Create your organization, finish onboarding, and understand plan gating.
Self-serve sign-up
Anyone with a work email can sign up at /get-started. Personal and disposable email domains are blocked before an account is created.
After verifying your email, the /signup flow:
- Previews your company name and logo from the verified domain when available.
- Collects company name and domain.
- Provisions you as an Admin of a new organization.
- Assigns the Free plan with 1,000 credits for finding, enriching, and researching accounts and contacts and running propensity scoring.
- Routes you into onboarding.
If sign-up finds an existing org for the domain, you'll be prompted to sign in or to ask an admin for an invite.
Free vs paid onboarding
Onboarding adapts to both your organization's plan and your role.
| Plan / role | Onboarding focuses on |
|---|---|
| Free plan | Set up Campaign Engine: define products and buyers, configure propensity signals, build a first account list, find contacts, set up domains and mailboxes, finish profile basics, and build a first campaign |
| Paid plan, Admin | Connect CRM, connect call recorder, configure sales process / products / organization, map fields, connect email & calendar, invite teammates, backfill CRM data |
| Paid plan, non-Admin | Add social, timezone, email voice & signature, email & calendar, quota context |
The setup checklist lives in the sidebar bottom area and in contextual setup cards. During paid admin onboarding, the checklist only shows setup steps the current user can act on with their assigned scopes; Executive Admins see the full owner path. Enabling the built-in GTM Engine Call Recorder counts as the connected call recorder and opens a Genie support path for teams that need help backfilling old recordings from another recorder. The organization step lets admins set timezone and fiscal year directly in the checklist, with a link to Settings → Organization for the full settings page. CRM and transcript sync progress appears in the sidebar above the onboarding card while a sync is running, and a toast fires when sync completes. Campaign admins also see GTM Sending deliverability guidance that recommends isolated subdomains or separate sending domains, not the main website and primary-mailbox domain; clicking through to that guidance dismisses it from their checklist. On setup-heavy pages like Products, Campaigns, Sending, Fields, Team Structure, Profile, and Propensity Scoring, Genie can surface contextual prompts or inline actions so users know when to ask for help drafting targets, refining signals, mapping CRM fields, setting team hierarchy, personalizing profile context, and configuring campaign delivery.
Profile setup
Both admins and non-admins see a dismissible profile setup nudge until their profile context is complete. A complete profile improves Genie, day planning, writing instructions, and personalized recommendations — so it's worth doing early.
Plan gating
Free plan users can access Home, Profile, basic Records, Products, Campaign Engine, Automation, and admin settings, including Campaign Engine Domains and Mailboxes. Content Engine, Sales Engine, and Success Engine remain visible but locked on the Free plan, with short explanations and a Genie-assisted Talk to sales path.
Roles
Once your org is provisioned, the signup owner is assigned Executive Admin access. Admins with role-management access can assign one or more existing default roles to each teammate from Settings → Team → Members. Custom role creation, editing, and removal are currently disabled. Available scopes and default roles are limited by the org’s current plan and add-on SKUs. Access is additive, then plan-limited: a user's effective permissions are the union of assigned role scopes and direct grants, intersected with the org’s enabled product entitlements. Executive Admin keeps the full product-admin role definition, so upgraded product areas become available automatically when the org adds the matching SKU.
For Campaign Engine, the default role catalog includes Campaign User and Campaign Admin. Campaign Users can create, save, edit, archive, and delete campaigns, including the campaign-specific workflows that power those campaigns. Campaign Admins can also manage sending domains, mailboxes, warmup, health checks, and propensity scoring signals.
Default role visibility
The matrix below describes the default role catalog assuming the organization has the relevant product entitlements enabled. Product access is always plan-limited: if an organization has not purchased or enabled a product such as Content Engine, Campaign Engine, Sales Engine, Success Engine, or Automation, even an Executive Admin will not receive that product's effective scopes.
| Default role | Content Engine | Campaign Engine | Forecast | Sales Engine | Team Performance | Success Engine | Records | Analytics | Hygiene | Automation | Settings |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales User | — | — | Own forecast | Yes | — | — | Yes | Yes | Activity Hygiene | — | — |
| Sales Leader | — | — | Yes | Yes | Yes | — | Yes | Yes | Activity Hygiene | — | — |
| Sales Admin | — | — | Yes | Yes | Yes | — | Yes | Yes | Activity Hygiene | — | Sales config via Close |
| Campaign User | — | Yes | — | — | — | — | Yes | Yes | — | — | — |
| Campaign Admin | — | Yes + sending/propensity config | — | — | — | — | Yes | Yes | — | — | — |
| CS User | — | — | — | — | — | Yes | Yes | Yes | Activity Hygiene | — | — |
| CS Leader | — | — | — | — | Yes | Yes | Yes | Yes | Activity Hygiene | — | — |
| CS Admin | — | — | — | — | Yes | Yes | Yes | Yes | Activity Hygiene | — | CS config via Success Engine |
| Marketing User | Yes, if entitled | — | — | — | — | — | Yes | Yes | Activity Hygiene | — | — |
| Marketing Leader | Yes, if entitled | — | — | — | — | — | Yes | Yes | Activity Hygiene | — | — |
| Marketing Admin | Yes, if entitled | — | — | — | — | — | Yes | Yes | Activity Hygiene | — | Content settings |
| Automation User | — | — | — | — | — | — | Yes | Yes | Activity Hygiene | Yes | Fields/data model + skills |
| RevOps Admin | — | — | — | — | — | — | Yes | Yes | Full Hygiene | Yes | Automation settings + integrations |
| Organization Admin | — | — | — | — | — | — | Yes | Yes | Activity Hygiene | API/settings partial | Org/team/product/integrations |
| Billing Admin | — | — | — | — | — | — | Yes | Yes | Activity Hygiene | — | Billing only |
| Executive Admin | Upgrade required | Yes | Upgrade required | Upgrade required | Upgrade required | Upgrade required | Yes | Yes | Full if entitled | Yes | Org/team/product/integrations/billing |
Team Performance is limited to Sales Leader/Admin and CS Leader/Admin roles. Records and Analytics are base platform areas and are visible to every default role. Hygiene has a shared Activity Hygiene area for record-activity roles, while cleanup, rules, and broader hygiene management require hygiene management scopes. Campaign roles do not receive CRM Hygiene by default.
When you're done with onboarding, head to Connect your CRM.