How-to

Create your account

Sign up with your email or Google account, confirm your email with a 6-digit code, then answer five short setup questions to create your workspace.

Who can do this: New users. If a teammate invited you, follow Join your team from an invite instead.
Plan: Free. No credit card needed.

Go to app.pipelio.io and choose Sign up.
The Create your account screen opens.
Choose how to sign up.
- Continue with Google uses your Google account.
- Or type your email and choose Continue with email.
If you used email, check your inbox for a 6-digit code.
Enter it on the Verify your email screen. If it has not arrived after a minute, check your spam folder, then use Resend code.

Answer the setup questions

You then see five short steps.

Create a password. Your password needs at least 8 characters, including a lowercase letter, an uppercase letter, and a number or symbol. If you signed up with Google, you skip this step.
What's your name? Enter your first and last name.
What best describes you? Choose the closest match, for example Investor or Agent.
What do you focus on? Pick everything that applies.
Tell us about your company. Your company name becomes the name of your workspace. Then choose Get started.

What happens next

Pipelio opens your dashboard and adds two practice leads marked "(Sample)". See Practice with sample leads.
On a computer, a short tour starts once. You can replay it any time from your account menu with Show me around.
You are the admin of your new workspace, so you can invite teammates and manage billing.

Troubleshooting

"That code is incorrect or expired." Check the code in your newest email, or choose Resend code and use the new one.
"Couldn't finish setting up." Choose the button again. If it keeps failing, note the message and contact support.
You already belong to another Pipelio workspace. Each person can belong to one workspace. See One workspace per person.

Last reviewed October 1, 2026.

Still need help?

In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.