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Available on the Teams and Enterprise plans.
Get your organization up and running on Wave. Set up your team, keep profiles on brand, and connect the tools you already use. Set up your dashboard

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Create Your Organization

1

Create Your Organization

Set up your organization and structure it into teams, all managed from one dashboard.
2

Add Your People

Invite users with a welcome email, or bulk-import your whole company from an Excel or CSV file.
3

Build Templates

Create brand-approved templates with your logo, fonts, and locked fields so every profile stays consistent and on brand.
4

Connect Integrations

Sync captured leads straight to your CRM (Salesforce, HubSpot, and more) automatically.
5

Send Onboarding Email

Send your team a welcome email so they can activate their profile and get started.

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Explore Each Step

Teams

Create your organization and structure it into teams.

User Management

Invite, organize, and manage your users.

Bulk Import

Add many users at once from a spreadsheet.

Templates

Keep every profile consistent across your team.

Integrations

Connect Salesforce, HubSpot, and more.

Security & SSO

Configure SSO, SCIM, and access controls.