Getting started

Create a workspace, connect your mailbox, set up a pipeline and invite your team.

1. Create your workspace

Start a trial at pellwood.io/signup. The first user is the workspace admin.

2. Connect your mailbox

Settings → Email → Connect Gmail or Outlook. See Email sync for what is synced and what stays private.

3. Set up your pipeline

Settings → Pipelines. Rename the default stages to match your process and set a rotting limit for each stage. On Growth and Scale you can add more pipelines.

4. Import your data

Settings → Import. Choose a CSV or a HubSpot, Pipedrive or Salesforce importer. See Importing data.

5. Invite your team

Settings → Users → Invite. Each invited user takes a seat when they accept. Read-only viewers are free on Growth and Scale.

Last updated September 29, 2026. Questions? r+pellwood-support@haggl.ai