# Create your Stacks account and set up your workspace

> Create your free Stacks account in a few minutes — no credit card. Pick your workspace URL, verify your email with a 6-digit code, then set your name, timezone and currency in Settings.

Markdown version of https://stackscrm.com/features/create-account-set-up-workspace — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Features](https://stackscrm.com/features) › [Getting started](https://stackscrm.com/features) › **Create your account**

# Create your account and set up your workspace

Getting started · about 3 min · updated Aug 2026

Getting started with Stacks takes just a few minutes, and there's nothing to pay — no credit card, ever. You'll pick a name for your workspace, confirm your email with a quick code, and land in your own Stacks with every tool already switched on. This guide walks you through creating the account and getting your workspace set up.

## Before you start

- An **email address you can check right now** — Stacks sends a 6-digit code to confirm it (and you'll sign in the same way afterward — there are no passwords).
- A **company or team name**, plus a short handle for your web address (e.g. *acme* → *acme.stackscrm.com*).
- Nothing to pay. Signing up is **free forever**, with no card required.

## Step by step

1. **Open the sign-up page.** Head to **stackscrm.com** and start a free account. Enter your **first name**, **last name**, **company name**, and **email**. It's a short form — there's no plan to choose and no payment step.
2. **Pick your workspace URL.** Choose a short handle — it becomes your web address, like *acme.stackscrm.com*. Stacks checks availability **as you type** and tells you the moment a handle is free. Handles are 3–50 characters, lowercase letters, numbers and hyphens; a few reserved words (like *www*, *app* or *admin*) aren't allowed.
3. **Verify your email.** Stacks emails a **6-digit code**. Enter it to finish creating your account — the code is good for 15 minutes, and you can resend a new one if it doesn't arrive. Behind the scenes, Stacks builds your workspace on its own dedicated database, makes you the **admin**, sets up a default **Sales Pipeline**, and switches on every built-in tool.
4. **Log in to your new workspace.** You'll get a welcome email with a link to your workspace. Open it (or go straight to *your-handle*.stackscrm.com), enter your email, and Stacks sends a **login code** — type it in and you're inside. Stacks is passwordless, so it's the same quick step every time you sign in.
5. **Set up your workspace.** In the app, open **Settings → General** and set your **account name**, **timezone**, and **currency**. You can also upload a **company logo**. Click **Save Changes** and you're set.

💡

**All of this is free.** Creating your account, setting up your workspace, every built-in tool, and unlimited team members cost nothing. **AI Pro** ($99/mo) is entirely optional — it adds AI and priority support, not extra features. You never need it to run your business on Stacks.

## What each workspace setting does

- **Account name.** Shows up in your sidebar and on the emails Stacks sends on your behalf. This is your display name and you can change it any time.
- **Timezone.** Drives your task due dates, activity timestamps, and reminders, so everything reads in your local time.
- **Currency.** The default for deals and invoices (USD, EUR, GBP, CAD and more). Individual invoices can still use another currency when you need it.
- **Logo.** Optional. Upload a PNG, JPG, GIF or WebP up to 2MB; a wide format around 200×50px looks best.

## Good to know

- **One account per email.** Each email address can own one workspace. If yours is already registered, Stacks points you to sign in instead of starting over.
- **General Settings is admin-only.** The person who signs up is automatically the admin, so you'll have access. Team members with other roles won't see this page.
- **Your web address is chosen at sign-up.** Your workspace *name*, timezone and currency can be changed any time in Settings → General; the subdomain itself is set when you create the account.
- **No passwords to manage.** Every sign-in uses a fresh 6-digit code sent to your email — nothing to remember or reset.

## Frequently asked

Do I need a credit card to sign up?

No. Stacks is free forever with no card required. **AI Pro** ($99/mo) is optional — it adds AI features and priority support, and you can turn it on later from inside the app if you ever want it.

The verification code didn't arrive — what now?

Check your spam folder first. On the code screen you can **resend** a new one, and each code stays valid for 15 minutes. If the whole sign-up sits idle too long, just start again from the sign-up page.

Can I change my account name, timezone or currency later?

Yes — an admin can update all three any time in **Settings → General**. Only your workspace's web address (the subdomain) is fixed at sign-up.

Was this helpful?

## Related articles

[Import your contacts →](https://stackscrm.com/features/import-contacts) [Invite your team →](https://stackscrm.com/features/invite-team-set-roles) [Add a contact manually →](https://stackscrm.com/features/add-contact) [Manage your sales pipeline →](https://stackscrm.com/features/manage-sales-pipeline)

### Ready to set up your Stacks?

Core business tools, unlimited users, free forever.

[Start free →](https://stackscrm.com/register)

[Explore more features →](https://stackscrm.com/features)
