Create your workspace

NeoKivo is in private beta, so new agencies join through the waitlist on neokivo.com and are invited as spots open. If a teammate invited you, open your invite link and sign up with the email address the invite was sent to: 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. Without an invite, the signup page shows a private-beta notice with a link to the waitlist.

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, and every step after it can be skipped. Because a new workspace is read-only until NeoKivo activates it, the steps after the first need the workspace to be activated.

1. 1Name your agency, which is the workspace name (for example, "Acme Talent"). Right after you create it, NeoKivo sends you to Settings → Billing, where you request access. Once we activate the workspace you can continue with the remaining steps.
2. 2Add your first talent — the person or company you represent, with an optional default commission percentage for deals you link to them.
3. 3Create a deal for that talent — a title, value, and currency. It lands in the first pipeline stage, owned by you.
4. 4Where the money goes — see the deal's commission breakdown: what the talent is paid out, what the agency keeps as its pool, and your split of it. You can also invite a teammate here.
5. 5Add the next follow-up — one next step with a due date for the deal; it shows up on Home once it comes due.
6. 6You're set up — links to Home, the deal, and Talent, plus a choice to import your existing data ("Import from your current CRM") or go straight in ("Go to Home").

Requesting access and read-only workspaces

There is no free trial and no self-serve payment during the private beta. A new workspace starts read-only: you and your team can view every record, run reports, and export contacts and deals to CSV, but anything that writes is blocked. That includes creating or editing records, importing data, and the AI assistant. Nothing is deleted.

Requesting access emails us at hello@neokivo.com, and we activate the workspace, which switches it to full access. See Workspace access and seats for what read-only blocks in detail.