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Getting started

A new workspace takes about an hour to feel like your own. Here is the order we suggest.

  1. Import your contacts. Upload a CSV and crmSpace proposes the column mapping for you to review. See Import your data.
  2. Invite your team. Add people by email with the roles they should have. See Your team, roles and ownership.
  3. Connect email capture. Forward or BCC mail to your workspace address so conversations land on the right record. See Capture email into your pipeline.
  4. Ask crmSpace a question. Open Today and ask about your pipeline, or generate your brief. This is where the AI earns its place.

Everything you do is recorded on an event ledger, so any figure can be traced and any past state reconstructed. Nothing is typed twice.