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Getting Started
Follow these steps to get your Custral workspace up and running in minutes.1
Create your Workspace
When you first log in to app.custral.com, you’ll be prompted to create your organization. Choose a name that reflects your company.
2
Define your first Object
Objects are the blueprints for your data. Most companies start with:
- Accounts: Companies you do business with.
- Contacts: Individual people at those companies.
- Deals: Sales opportunities.
3
Add your first Record
Navigate to an Object and click Create Record. Fill in the details and see how Custral automatically links related information.
4
Connect a Channel
To start communicating, go to Settings > Channels and connect your corporate Email or procure a phone number in the Marketplace.
5
Build an Automation
Head over to the Automations tab and create a simple workflow, like sending a notification when a new Deal is created.
You’re all set! Explore the rest of the documentation to dive deeper into each feature.