Getting Started

Create an account

1. Sign up

   Go to crm.bundlewise.app/register, enter your name, work email, and password, then click Create account.

   

Sign in to Bundlewise

1. Email & password

   Go to crm.bundlewise.app/login, enter your email and password, then click Sign in.

   

2. Email code (passwordless)

   On the login page, switch to the Email code tab. Enter your email, receive a one-time code, and paste it to authenticate — no password needed.

   

3. Forgot password

   Click Forgot password on the login page, enter your email, and follow the reset link sent to your inbox.

   

4. Confirm your workspace

   After login you land on the Dashboard. Use the workspace switcher at the top of the sidebar if you belong to more than one workspace.

First-run setup

1. Complete the setup checklist

   Work through this order:

   • Organization

     Set display name, branding, members, and optional lead ingest integrations under Settings → Organization.

   • Email senders

     Connect Gmail, Microsoft, or Custom SMTP so campaigns, mailbox, and workflows can send mail.

   • Pipeline stages

     Open Pipeline → Edit stages and align stage names with how your team sells.

   • First form or audience

     Publish a Contact / Demo form, or create an Audience list for outreach.