01
Create your workspace
Sign up with your name, email and workspace name. If you are accepting a client invitation, use that invitation link and the email it was issued to.
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A useful next step, without the runaround.
Start with the essentials below, explore the demo, or send a message about the part that is getting in your way.
02
Add your first contact
Open CRM, add a contact, then create a deal linked to that contact. Move it to Won to create a delivery project.
03
Invite your client
As a workspace owner, open Team and create a portal invitation linked to the client’s contact. Share the private link directly with that person.
04
Set up payments
Choose the invoice currency before issuing it. Stripe collects USD and Paystack collects NGN. Provider credentials and webhook settings must be configured by the operator.
05
Send a campaign
Configure a supported provider and postal address in Email Marketing. Verify your sender in the provider dashboard, create a campaign and queue it. Delivery results appear per recipient.
06
Connect an assistant
Create a workspace token in Connections. Configure the repository’s MCP server with HANDRA_URL and HANDRA_API_TOKEN. Never put tokens in a public document.