- Go to pipehalo.com/signup. On the sign-in page, choose Continue with Google, Continue with Microsoft, or enter your work email and click Email me a sign-in code.
- PipeHalo needs a work email. Personal addresses like Gmail or Outlook.com aren't accepted. There are no passwords: you sign in with Google, Microsoft or a one-time code.
- On Set up PipeHalo, choose My company (or Clients we manage (agency) if you're an agency), check the company name and click Create workspace.
- Choose a plan on Plan and billing and pay. Monthly plans come with a 30-day money-back guarantee.
- Click Connect your accounts to start the setup guide.
If a teammate already uses PipeHalo, ask them to invite you instead of creating a new workspace. A workspace holds one company's ad accounts and CRM, shared by your team.
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