Getting Started with StartCore

StartCore is a contextual workspace for B2B agencies and service businesses. Instead of scattering client information across spreadsheets, chats and documents, StartCore keeps every company, person, deal, note and file connected in one place — so your team always works with full context.

This guide walks you through your first workspace.

What StartCore is for

StartCore organizes business relationships, not just sales. Every company becomes a commercial node where you can see its contacts, deals, proposals, files, history and next steps at a glance.

Create your account

1. Go to app.startcore.tech and request access.
2. Confirm your email.
3. Name your workspace — usually your agency or company name.

Import your companies and people

Bring your commercial base in from a CSV, or add records manually:

• Companies — clients, prospects, partners, vendors or referral sources.
• People — map each contact to their role in the relationship (decision maker, operator, technical lead, buyer, and so on).

Create your first pipeline

Pipelines model how your team actually works. Start with one process — sales, onboarding, renewals or partnerships — and define its stages.

Link deals, notes and files

Attach every opportunity, note and document to the right company and person, so nothing lives only in someone's memory.

Define next steps

For each relationship, set what happens next, who owns it and when. This keeps follow-ups from slipping.

Next steps

• Learn how to structure companies and people.
• Set up deals and pipelines.
• Explore a full sales pipeline use case.

Need a hand? Contact our team.