Help Get started

Set up your account and invite your team

Sign in, name your organization, start your free trial, and bring your teammates in with the right level of access.

Sign in

Go to app.cleartract.ai and sign in with your work email. If a teammate invited you, use the link in their invite email instead. It drops you straight into their organization.

Name your organization

The first time you sign in, you’ll be asked for an Organization name. Use your company name: it’s what teammates see when you invite them. Click Continue to inbox.

Start your free trial

Next you’ll pick a plan. Every plan starts with a 14-day free trial:

  1. Choose Starter or Professional, and Monthly or Yearly (yearly saves 15%).
  2. Click Start free trial and add a card.
  3. You won’t be charged until the trial ends. Cancel any time before then from Settings → Billing → Manage plan.

Plan details and prices: Plans, trial and credits.

Invite your teammates

  1. Go to Settings → Team.
  2. Under Invite a teammate, enter their email and pick a role.
  3. Click invite. We email them a link to join. You can also copy the link and send it yourself.

Invite links expire after 7 days. Unused ones show under Pending invites, where you can copy or revoke them.

Settings → Team, with the invite form and pending invites

Roles

Role Can do
Member Everything day to day: views, lists, feeds, contacts
Admin Everything a member can, plus manage the team, billing and credits
Owner Everything, including making other people owners

Seats

Each plan includes a set number of people: Starter 1, Professional 5, Enterprise 20. If you’re out of seats, the invite won’t go through until you remove someone or move to a bigger plan.

Still stuck? Email [email protected] and a person will reply.