Set up the workspace around your team’s work.

Prepare for the setup conversation.

1. Choose the workspace owner

   Bring the firm’s details and the work email of the person who will manage access. Review the required roles and the people using each one.

2. Choose the plan

   Identify the workflows you need, including external partner or buyer access. Solo is limited to one person and one seat. Professional Team starts at two seats; Custom is ₹1,499 per seat per month plus a one-time setup fee, quoted on what your build needs.

3. Prepare a sample of your data

   Review the lead and inventory fields, duplicate records and contact numbers. Agree the mapping and what history can be carried across before a full import.

4. Check the outside accounts

   Identify who controls your portal, ad-form and messaging accounts. Configuration and a successful test delivery are separate setup steps.

Sign in with the access supplied to you.

Use the workspace access instructions sent to your work email. Complete the available account-activation or password steps, then check that the correct workspace and role open.

If you forget your password, use the reset option on the sign-in screen with your registered email. A reset request is not proof an email arrived; check the inbox and contact support if it does not.

For a colleague joining later, use your workspace’s team-access controls or ask the workspace owner. Confirm the commercial treatment of an added seat in your agreed quote.

Check access before you roll out.

Review which leads, projects and fields each role can see. Ask for the current security information if your business has encryption, residency or staff-access requirements; this guide does not promise that every stored record is separately encrypted.

SMS and WhatsApp sign-in delivery are currently blocked. Review the available email route and the contact details in your workspace before inviting brokers or buyers.

For NRI contacts, keep the correct country code and preferred call window. Check each portal’s accepted sign-in number before promising customer access.

Your pricing reference

Solo is ₹599 a month for one person — the whole workspace, not a per-seat price — or ₹6,468 a year. Professional Team is ₹899 per seat per month from a two-seat minimum, invoiced ₹2,697 per seat a quarter or ₹9,708 per seat a year (₹809 a month). Custom is ₹1,499 per seat per month, invoiced ₹4,497 per seat a quarter or ₹16,188 per seat a year (₹1,349 a month), plus a one-time setup fee quoted on what you need; deployment takes 15–25 days. Prices exclude GST; 18% GST is added. Payment is required before account setup; there is no free trial.

Channel partners, the commission ledger, CP Connect and Buyer Connect require Professional Team or Custom.