Quickstart — sign up to first pipeline in 5 minutes
The shortest path from zero to a working CRM with your real data.
What you'll have at the end
A live Sambandh workspace, your first 10–50 contacts imported, one pipeline configured for your sales motion, and email sync hooked up so every reply lands on the right contact.
Step-by-step
Create your account
Sign up with Google, Microsoft, or email/password. Free plan is genuinely free — 50 contacts, 1 pipeline, 1 user, no credit card.
Open signupName your workspace
Pick a workspace name (your company name is fine). You can rename it later from Settings → Organization.
Import contacts
Upload a CSV, paste from a spreadsheet, or connect Stripe / Gmail / Clerk to auto-pull. We map common column names automatically; review the preview before confirming.
Open ContactsBuild your first pipeline
Pick a template (Sales, Hiring, Partnerships, Customer success) or start blank. You can edit stages, win probabilities, and stage colors anytime.
Open DealsConnect email sync
Settings → Email → Connect Gmail or Outlook. Once authorized, every reply from a tracked contact automatically appears on their timeline. Read-only by default; outbound sends are off until you turn them on.
Email settings
You're ready
That covers the foundational setup. Pick the next section based on what you want to do — daily contact management, building email campaigns, or wiring up integrations.
Up next
Contacts — list, search, filter, enrich, segment
How to find people, group them, and keep their data clean.
ReadPipelines & deals — Kanban board, stages, forecasts
Track every opportunity through your sales motion.
ReadIntegrations overview — connecting Sambandh to your stack
How integrations work + the full list of supported tools.
ReadSaw something off? Email support with what doesn't match — these docs are versioned with the product, so any drift is a bug we want to fix.
Deployment dpl_3s4XtSevgjgpHE7ieimBFL8cv8uY
These docs are versioned with the product. If something doesn't match what you see in the app, the app is right — please flag it to support@sambandh.io.