A workspace is the private CRM area your company uses after choosing a Perfexly plan.
Before signup
- Choose the plan that matches your team size, contact volume, storage needs, and required modules.
- Use a real business email address because account, payment, and workspace emails are sent there.
- Have your company name, billing contact, and business address ready.
Signup steps
- Open the Perfexly pricing page and select the plan you want.
- Complete the registration form with the business and account owner details.
- Complete the trial or payment step shown on screen.
- Verify your email address if the system asks you to do so.
- Wait for the workspace confirmation email and use the supplied workspace login link.
After setup
- Sign in as the first admin user.
- Review company details, staff users, roles, email settings, and invoice wording.
- Create a few sample records before inviting the wider team.
Good to know: Starter includes a 7-day trial. Professional and Business are paid signup plans, so choose them when the extra finance, reporting, delivery, and workflow tools are needed from day one.