Set up your workspace
Last verified 2026-07-28
A new Klosent workspace can begin with the free CRM and no card. Verify your email and name the workspace before you organize Kontacts. A paid Seat is required only when outreach is enabled for one person's identity.
- Sign up and verify your email. The link arrives within a minute.
- Import Kontacts into the free CRM without choosing or purchasing a paid plan.
- When outreach is enabled, create or assign the paid Seat that owns each outreach identity. You can connect its accounts now, but outreach remains unavailable until the required Connection and delivery setup are approved.
- Name your workspace under Settings → Workspace.
No card is required for the free CRM. Settings shows the current Tech and Managed Tech billing path before any charge; if self-serve billing is unavailable, request access there. Pursuit and Command begin through Book a 30-minute Growth Call, an electronically accepted service/order summary, payment confirmation, and launch checks.
What to do next
Import your first Kontacts, then connect the mailbox and LinkedIn account assigned to the correct Seat. Connection setup is available now; sending requires approved Konnections and delivery setup.