Creating Your Organization
Set up your company workspace in Aggrandize.
Create your organization
After your first login, you'll see the onboarding screen:
- Enter your company name (e.g., "Acme Construction Co")
- A URL-friendly slug is generated automatically from the name
- Click Create Organization
Welcome to Aggrandize
Create your organization to get started.
Slug: acme-construction
You become the owner of the organization, with full access to all settings including billing, team management, and data export.
Subscribe to activate
After creating your organization, you'll need to subscribe to a plan before you can use the CRM. You'll see the subscription screen with plan details and pricing.
- Review the plan features
- Click Subscribe to open the Stripe checkout page
- Complete payment
- You'll be returned to the CRM with your subscription active
Subscribe to get started
Acme Construction
Professional
$2,500/mo
3 seats included · Additional seats $150/mo each
- Full CRM platform
- AI assistant (Claude-powered)
- Outlook & Gmail integration
- Pipeline management
- Contact intelligence
- Team collaboration
- Activity timeline
- Company management
Advanced
$5,000/mo
5 seats included · Additional seats $250/mo each
- Everything in Professional
- Advanced AI workflows
- Autopilot pipeline agents
- Custom integrations
- Priority support
- Advanced analytics
- Reporting
- Custom fields & views
Enterprise
Custom
Bulk licensing · custom pricing
- Everything in Advanced
- Custom onboarding
- Dedicated account manager
- Custom terms and SLAs
- SSO and advanced security
- Custom data retention
AI credits billed separately. Gmail in limited beta.
See Plans & Pricing for details on available plans.
After setup
Once your subscription is active, you'll land on the Contacts page. From here you can:
- Connect your email to start syncing conversations
- Create contacts and companies
- Set up your pipeline with custom deal stages
- Invite your team to start collaborating
- Open the AI Assistant (Alt+A) to get help with any of the above
Organization roles
| Role | What they can do |
|---|---|
| Owner | Everything — including renaming the organization and the Danger Zone (e.g. requesting deletion). |
| Admin | Team, pipeline, billing, data export, trash — but cannot rename or delete the organization. |
| Member | CRM data only — contacts, companies, deals, email, tasks. No Settings beyond Profile and Email Integration. |
The Settings page shows different cards depending on your role. Switch tabs below to see what each role sees:
Settings
Manage your CRM configuration and preferences
Profile
Your profile picture, display name, and linked contact
Email Integration
Configure Outlook category sync and spam handling
Shared Mailbox Access
Grant team members access to shared email accounts
Members
Manage organization members and invitations
Teams
Manage teams and control access to contacts, companies, and deals
Pipeline Settings
Manage sales pipelines, stages, and deal workflow
Billing
Manage your subscription and usage
Data Export
Export contacts, companies, deals, tasks, and activities
Trash
Restore accidentally deleted contacts, companies, and deals
Organization
Rename your organization
Settings
Manage your CRM configuration and preferences
Profile
Your profile picture, display name, and linked contact
Email Integration
Configure Outlook category sync and spam handling
Shared Mailbox Access
Grant team members access to shared email accounts
Members
Manage organization members and invitations
Teams
Manage teams and control access to contacts, companies, and deals
Pipeline Settings
Manage sales pipelines, stages, and deal workflow
Billing
Manage your subscription and usage
Data Export
Export contacts, companies, deals, tasks, and activities
Trash
Restore accidentally deleted contacts, companies, and deals
Settings
Manage your CRM configuration and preferences
Profile
Your profile picture, display name, and linked contact
Email Integration
Configure Outlook category sync and spam handling
To manage your subscription, open Settings > Billing (Owners and Admins only):
Settings
Manage your CRM configuration and preferences
Profile
Your profile picture, display name, and linked contact
Email Integration
Configure Outlook category sync and spam handling
Shared Mailbox Access
Grant team members access to shared email accounts
Members
Manage organization members and invitations
Teams
Manage teams and control access to contacts, companies, and deals
Pipeline Settings
Manage sales pipelines, stages, and deal workflow
Billing
Manage your subscription and usage
Data Export
Export contacts, companies, deals, tasks, and activities
Trash
Restore accidentally deleted contacts, companies, and deals
Organization
Rename your organization
Switching organizations
If you belong to more than one organization, the avatar button at the bottom of the sidebar lets you switch between them. The role badge next to each org tells you what you can do there.
Settings
Manage your CRM configuration and preferences
Profile
Your profile picture, display name, and linked contact
Email Integration
Configure Outlook category sync and spam handling
Shared Mailbox Access
Grant team members access to shared email accounts
Members
Manage organization members and invitations
Teams
Manage teams and control access to contacts, companies, and deals
Pipeline Settings
Manage sales pipelines, stages, and deal workflow
Billing
Manage your subscription and usage
Data Export
Export contacts, companies, deals, tasks, and activities
Trash
Restore accidentally deleted contacts, companies, and deals
Organization
Rename your organization