Getting started
Create your workspace, invite your team and bring the first deal in.
A workspace in Qnexyx is a tenant: a fully isolated space with its own contacts, companies, pipeline, deals and proposals. Nothing crosses from one workspace to another. The isolation is enforced by the database, not by application code.
Create the account
- 1 Sign up with your work email and choose a name for the workspace.
- 2 A default pipeline is created for you: New, Qualified, Proposal sent, Negotiation, Won, Lost.
- 3 Rename, reorder or replace those stages. They are yours. The product does not depend on their names.
The first deal
You can create a deal without choosing a pipeline or a stage: the default pipeline and its first open stage are filled in for you. That is deliberate. Someone taking notes during a phone call should not have to pick a stage first.
Bring the team
Invite people by e-mail from the organization page. There are three roles: owner, admin and member. Admins manage the team, the integrations, the proposal template and the sales agent dial. Members sell. Removing someone cuts their access on the spot, and what that person did stays in the history. A seller leaves the company; the relationship stays.