Getting started with Clientwright

Clientwright keeps your contacts, companies, deals, tasks and support in one place. Every new workspace starts with a 14-day Growth trial. No card is needed.

First steps

1. 1Sign up with your name, email and workspace name. Your workspace is created and the trial starts.
2. 2Open Settings and check your organization name, time zone and base currency.
3. 3Invite teammates from Settings > Users. They get an email invitation from Clientwright.
4. 4Add your first contacts from Contacts, or bring data across from Settings > Import.
5. 5Open Deals to see your default pipeline and add your first deal.

When the trial ends

When the 14 days are over, the workspace moves to the Free plan unless you pick a paid plan in Settings > Plan and usage. Your data stays where it is.

Coming soon

• A guided onboarding wizard is Coming soon.Coming soon
• See Install the app and work offline to add Clientwright to your phone or desktop home screen.