Get started with Customers
Start a free trial of Cactive One Team, set up your fields and pipeline and bring your records in, or talk to us about your team.
Customers in 3 steps
1. Start your organisation
Start a free trial of Cactive One Team, which includes Customers, and invite your team.
2. Set it up
In Settings, add the fields you need, set your pipeline's stages and choose who sees which records.
3. Bring your records
Import accounts, contacts and leads from a CSV, or create them as you go.
Talk to us about your team
Tell us how your team sells today, and we'll show you Customers set up the same way.
- A walk through a pipeline set up like yours
- Bringing your records over from a CSV export
- Questions about plans for larger teams
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