Create your first workspace
Set up the place where your team and customer records will live.
Follow the steps
Create your account
Choose Get started free, enter your details, review the Terms, and finish the sign-up flow. The Free workspace does not need a card.
Name the workspace
Use a recognizable team or business name. Each workspace has its own records, membership and settings. Free includes one workspace owned by your account.
Open Today
Use Today for orientation, then use the left navigation to explore People, Companies, Opportunities and Tasks.
Add one real record
Create a person or company before configuring advanced tools. This makes the rest of the workspace easier to test.
Check the result
The workspace name appears in the switcher and your new record appears in its list.
If you belong to multiple workspaces, confirm the active workspace before entering customer data.