Getting started

This walks you from signing up to a workspace configured for your business. It takes about ten minutes, and most of it can be skipped and returned to later.

1. Create your account

Go to app.hellosaasy.ai/signup.

You can Sign up with Google or Sign up with Microsoft, or use email. The email form asks for four things, all required:

• Full name
• Email address
• Password
• Business name

Use your work email if you have one. SaaSy uses the domain to look up public information about your company in the next step, which saves you typing.

If someone at your company already has a workspace, you'll see a notice saying so, with a link to sign in instead. You can still create a separate workspace if you genuinely need one.

Select Create Account.

note

Your 14-day trial starts as soon as your account is created. There is no free tier — you'll choose a plan before the trial ends. See Why can't I see a feature? for what each plan includes.

You don't need to verify your email before continuing. A banner will prompt you to confirm it later — do so when you can, since password resets and security alerts depend on it.

2. Complete the onboarding wizard

You'll land on a four-step wizard. Only the first step requires anything of you.

Step 1 — Tell us about your business

Field	Notes
Entity Structure	LLC, Corporation, Sole Proprietorship, Partnership, or Not yet formed
Business Name	Optional; carried over from signup
Work Email	Used to discover your company automatically
Website	Optional, but improves what we can find
Industry	Required
Country	Required
State or Province	Required if your country is the United States or Canada
When did you start?	Optional

Continue stays disabled until Industry, Country, and — for the US and Canada — State are filled in. Everything else is optional.

Two checkboxes on this step matter more than they look:

• "Are you a union employer?" — checking this adds the Union section to your sidebar and takes you there after onboarding.
• "Do you dispatch technicians or perform on-site service work?" — same, for Field Service.

Both Union & Labor Compliance and Field Service are paid add-ons that no plan includes. Checking these boxes makes the sections visible; it does not purchase them. When you land on one, you'll see the add-on page rather than the feature. That's expected — see Why can't I see a feature?.

Haven't started a business yet?

Select "I just have an idea — I haven't started a business yet" below the form. You'll answer three short questions about the problem you're solving, who it's for, and what you'd offer, and SaaSy sets up a workspace around that instead. You can add formal details whenever you're ready.

Step 2 — What we found

If you entered a work email, SaaSy looks up public information about your company and shows what it found — company name, industry, location, employee count, and similar. You can confirm or edit each item.

Nothing here is required. You can review none of it and select Continue. If we couldn't find anything, or the lookup fails, this step is skipped and you'll go straight to step 3.

If your branding is detected, a "We found your branding" card offers to apply your logo and colours to your workspace. You can change these later in settings.

Step 3 — Where are you now?

Seven yes/no questions about registration, EIN, bank account, insurance, licences, website, and paying customers. SaaSy uses your answers to work out which stage your business is at, shown live as you answer.

Some answers may be pre-filled from what was discovered, marked with a note about where the information came from. Changing one clears that mark — your answer always wins.

You can leave everything unchecked and continue.

Step 4 — Your roadmap

Your recommended next steps, based on your stage. This step also offers four optional quick wins:

• Connect your first data source
• Open a business bank account
• Invite your team (up to three people)
• Set your notification preferences

Each has a Skip button. None of them block you.

Select Continue your journey to finish.

3. Set up your industry

Go to Industry Setup (/dashboard/setup).

New workspaces start on the General Business pack so you have a working chart of accounts immediately. If that's what you see, you're not stuck — you can switch to a more specific pack at any time.

Applying a pack configures four things in one pass:

• CRM pipeline stages
• Products and offerings
• Lead-scoring rules
• Chart of accounts

It also tailors your sidebar, hiding modules your industry typically doesn't use.

There are eight packs: Agency / Creative Services, Professional Services, E-commerce / Physical Goods, SaaS / Subscription Software, Construction / Contracting, Manufacturing, Non-profit / NGO, and General Business.

To get a suggestion, fill in the short Tell us about your business form and select Recommend a pack. You'll get a recommendation with a confidence score and an explanation. You can override it — the recommendation only preselects a card.

Select a pack, then Apply selected pack. There's no confirmation dialog; one click applies it.

note

Applying a pack is reversible. The applied view lists exactly what was seeded and offers Revert setup, which removes those same rows. Your own data is not touched.

Afterwards you'll see which modules were enabled and hidden, with Keep visible next to each hidden one if you want it back.

4. Work your checklist

Go to Lifecycle Checklist (/dashboard/checklist) for a personalized list based on your industry, entity structure, and stage — registering your entity, obtaining an EIN, opening a bank account, and so on.

Items complete in several ways:

• Tick them off yourself
• Select several and use Mark complete
• Some complete automatically when SaaSy can already tell they're done
• Add your own with Add custom item

5. Invite your team

Go to Team (/dashboard/team) and send invites. Roles are Member, Manager, and Admin. Your plan sets how many people you can add — 3 on Starter, 10 on Growth, unlimited on Scale.

Invitees get an email link. If they don't already have an account, they'll be asked to set a password when they accept.

Where to go next

• Why can't I see a feature? — read this before hunting for a missing page
• Integrations — connect the tools you already use
• CRM — set up contacts, companies, and your deal pipeline
• Finance — statements, reports, and the AI CFO brief

Stuck? Email support@hellosaasy.ai.