Onboard a company
P0 · MVPSix short steps. You'll see exactly what gets created before anything goes live.
About the company
The country sets currency, tax, language and where the data is stored.
Legal and KYC detailsOptionalRegistration numbers, directors, address and documents, kept for audits. Fill now or later on the company page.Add
Pick the country first: the fields follow it.
Industry
Picks the starting template (pipelines, fields, lead sources) and the industry master data pack. Everything stays editable.
Plan, apps, seats and AI
Prices come from the price book in the company's currency. Pick a bundle or the apps one by one; the best bundle and volume discounts apply by themselves.
1 · Plan level
2 · Apps and seats
3 · AI
4 · Add-ons and services (optional)
Subscription
How they are billed and for how long. Discounts apply in the Plans & pricing order: bundle, volume, annual, then a deal discount on a custom contract. Billing is offline: you only record it.
Owner and access
The owner gets the invite email and can add the rest of the team later. Invite the first users now if you have them; seats are checked as you add.
The owner is Owner of the workspace, Admin in every app and uses one seat in each app.
Review what gets created
Nothing is live until you press Launch.