Create your company
Sign up for Salefy, create your company, pick its base currency and start your 14-day free trial. No card is needed to begin.
A company is your team's workspace in Salefy. Everything you add, such as contacts, deals and invoices, belongs to one company. You become its owner.
Sign in with Google or an email code. See Sign in.
On the Welcome to Salefy page, find Create a new company. Under it you see "14-day free trial, up to 10 members."
Enter the Company name.
Pick the Base currency. The list offers USD, EUR and CZK, and USD is preselected.
Optionally enter teammates under Invite teammates (optional), one email per line. They join as users, and you can change their roles later. See Invite your team.
Click Create company. You see "Company created" and land on your dashboard.
What you get
- A sales pipeline with the stages New, Qualified, Demo, Proposal, Negotiation, Won and Lost.
- The 14-day free trial of the Team plan. A banner at the top reads "14 days left in your free trial." The trial needs no card. See Free trial and plans.
- You as the company's owner. Only the owner can change the plan and payment. See Billing.
If you were invited instead
If someone already invited your email address, the same page lists Your invitations. Click Join next to the company instead of creating a new one. See Invite your team.
Several companies
You can belong to more than one company. Click the company name at the top of the sidebar to switch, or choose Create or join a company to open the welcome page again.
Sign in and find your way around
Sign in to Salefy with Google or an email code, learn the sidebar and header, change the language and currency, and search your records.
Invite your team
Invite teammates to your Salefy company by email, choose their role, and see how they join. Pending invitations use up seats until they expire.