Getting started

This guide takes you from zero to a working WorkSquares workspace.

1. Your workspace

Your workspace is the single tenant that every product shares, and it is provisioned for you — there is no self‑serve sign‑up. Provisioning enables the products you asked for and gives you an administrator sign‑in for each of them.

2. Sign in to each product

Each product is its own application at its own address, with its own sign‑in:

• CRM — crm.worksquares.ai
• CPQ — cpq.worksquares.ai
• Accounts — accounts.worksquares.ai

What joins them is the workspace. Every product you are enabled for is paired to the same workspace identity — that is what lets a record in one product name a record in another. Today that pairing carries records between CRM and CPQ: the customer and contact you set up in CRM are the ones you quote and invoice in CPQ, once suite sync is switched on for your deployment. Accounts shares the same workspace, but keeps its own customer list for now — see One source of truth. Enabling another product later pairs it to that same workspace; there is no per‑module toggle to flip yourself.

3. Add your team

People are managed per product. In CRM and CPQ, an administrator creates each teammate as a user and assigns a role. Accounts does not create users itself — its user list is a read‑only directory provisioned with the workspace, and you assign those users to roles under Settings → Roles. Roles control what people can see and do — see Roles & permissions.

4. Import your data

CRM imports leads, contacts, accounts and products from CSV, with a preview and a column‑mapping step before anything is written. CPQ imports products, customers, contacts, price‑book entries and exchange rates the same way. Accounts has no CSV import, but it takes bank statements as OFX or QIF files, deduplicated against the lines already there.

5. Make it yours

• Add custom fields, custom objects and forms to your records.
• Configure validation rules and workflows to automate steps.
• Set your currencies, tax codes and fiscal periods in Accounts.

Next: the Quickstart walks a lead all the way to a paid invoice.