Getting Started
Account Setup
Set up your account and build your first CRM workflow.
Set up your Kantos organization, understand your trial, and invite your team to start collaborating.
Creating Your Organization
After signing up, you'll be prompted to create your organization:
- Organization Name: Your company or team name
- Subdomain: Choose a unique subdomain (e.g.,
acme.kantos.ai) - Industry: Select your industry for tailored recommendations
- Team Size: Help us optimize your experience
Understanding Your Trial
Every new organisation starts with a 14-day trial of Professional. You add a card to start it. It isn't charged until the trial ends, and you can cancel any time before then. We email you a week before the trial ends and again on its last day.
When the trial ends, your card is charged €49 a month for Professional, unless you switched to Starter or cancelled first. See Billing for details.
Inviting Team Members
Collaborate with your team:
- Go to Settings → Team
- Click Invite Member
- Enter the team member's email address
- Assign a role:
- Admin — Full access to all settings and data
- Member — Standard access to records and features
- Viewer — Read-only access to records
Seat Limits
The number of team members you can invite depends on your plan. The Free plan supports 1 user, Starter 3, Professional 10 and Business 25. See Plans & Pricing for details.
Organization Settings
After creating your organization, configure these settings from Settings:
- Logo & Branding — Upload your company logo
- Timezone — Set your default timezone for dates and scheduling
- Currency — Set your default currency for currency fields
- Notifications — Configure email notification preferences
Next Steps
- Your First Object — Create your first custom object with fields and records
- Data Model — Deep dive into objects, fields, and relationships
- Billing — Manage your subscription and plan