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 | Define products and ICPs, configure propensity signals, find at least 5 target accounts, find contacts, set up your profile |
| 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. 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.
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, and Generate Pipeline. Paid-only sections show locked nav items and blurred previews behind the upgrade card. Grow Customers is not yet generally available; users who open a Grow page see a Support contact prompt instead of the customer workspace.
Roles
Once your org is provisioned, users have a role (Admin, RevOps, Member, Guest) and a job level (Executive, Manager, AE, etc). Both are used by the route registry to decide what each user sees in the sidebar and which routes they can open. Admins manage org settings, RevOps users manage automation and field configuration, Members and AEs work in their own pipeline.
When you're done with onboarding, head to Connect your CRM.