Create your workspace
Sign up, name your workspace, and start your 14-day trial. No card required, and your data stays yours even if the trial runs out.
Updated 2026-07-06
Go to the signup page and fill in your name, email, and a password of at least 8 characters. If your NeoKivo instance has Google sign-in configured, a "Continue with Google" button appears above the form as an alternative.
No credit card is asked for at signup. The form only collects your name, email, and password.
The setup wizard
After you create your account, NeoKivo takes you into a short setup wizard if you are not already a member of a workspace. Only the first step is required — every step after it can be skipped.
- 1Name your agency — the workspace name (for example, "Acme Talent"). Clients is ready to use from the start.
- 2Add your first client — the person or company you represent, with an optional default commission percentage for deals you link to them.
- 3Create a deal for that client — a title, value, and currency. It lands in the first pipeline stage, owned by you.
- 4Where the money goes — see the deal's commission breakdown: what the client is paid out, what the agency keeps as its pool, and your split of it. You can also invite a teammate here.
- 5Add the next follow-up — one next step with a due date for the deal; it shows up on Focus once it comes due.
- 6You're set up — links to Focus, the deal, and Clients, plus a choice to import your existing data ("Import from your current CRM") or go straight in ("Go to Focus").
Don't represent clients on behalf of someone else? Clients is part of every workspace, but you can simply leave it empty — deals work without a client.
Your 14-day trial
Creating a workspace starts a 14-day trial automatically. The trial includes full functionality, capped at 5 seats, and never asks for a card. There is no free-forever plan: after 14 days, the workspace needs a subscription to keep going.
What happens when the trial ends
When the trial runs out without a subscription, the workspace becomes read-only. You and your team can still view every record, run reports, and export contacts and deals to CSV. What stops working is anything that writes: creating or editing records, importing data, and the AI assistant. Nothing is deleted.
A read-only workspace shows a banner: "Your free trial has ended — this workspace is read-only until you subscribe." Only the workspace owner can subscribe, from Settings → Billing.
Subscribing at any point, during the trial or after, switches the workspace back to full access immediately. See Invite your team for what a subscription costs.
Spotted something out of date? Email hello@neokivo.com.