Get started

Click Start now, then use Proto to configure CRM for your business. Set up your workflows, import your data and invite your team.

Review the lead, pipeline and customer workflows, then look at the quoting, renewal and sales operations capabilities your team needs.

[Explore sample demonstrations](/crm/examples/) of an earlier, smaller CRM model, or use the current module pages to review the full scope.

Tell us about your teams, territories, entities and current sales tools. Include your product and contract model, commission plans and the finance, email or signature services that must connect. We can then agree the first release scope, migration plan and acceptance checks.

Use the [planning brief builder](/crm/start/) to prepare a local brief for your team or client. The [planning resources](/crm/resources/) include discovery and handover worksheets. These steps prepare the project; they do not create a CRM workspace.

Start with a useful preparation task, such as summarizing account activity, drafting follow-ups or explaining a forecast change. During setup, verify the deployed actions and assign a restricted identity. Keep required human decisions in place and review machine usage against the pricing rules.