Automattic CRM
Quickstart

Three steps. First deal in your CRM today.

Most teams are productive in under an hour. Here's the shortest path.

1

Create your workspace

Sign up with email or Google. Pick a workspace name. Invite teammates with one paste.

Sign up
2

Import contacts

CSV import or one-click migration from HubSpot, Pipedrive, Zoho, Salesforce, monday, and others.

Open import
3

Wire up AI

Pick OpenAI, Claude, Gemini, or self-host with Ollama. Paste your key. Done.

Configure AI

Need help moving from another CRM?

We do hands-on migrations from HubSpot, Pipedrive, Zoho, Salesforce, and monday — free, on a 30-minute call.

Book a migration call
Skip to main content