Getting Started

How to move from spreadsheets to startbuddiTurn your customer and product spreadsheets into CSV files, import them in a few clicks, and check nothing… How to invite your team to startbuddiInvite teammates by email, choose their role, limit them to certain projects if you want, and keep track… Your startbuddi dashboard: a quick tour of where everything livesA quick tour of your startbuddi dashboard: what Home shows each day and where Customers, Work, Growth, Money… How to complete your startbuddi workspace setupAnswer four quick questions, check your business details, then work through the Quick start card so your workspace… How to create and verify your startbuddi accountSign up with Google or your email, verify with the 6-digit code or the link we send you,…