Get started

Start with your pipeline.

Bring your pipeline into SAGARIS in minutes. Pick how you'd like to begin — a revenue engineer gets you connected the same day while self-serve setup rolls out.

Connect an existing CRMSync with Salesforce or HubSpot, your pipeline flows in as-is.Continue
Import a CSVBring your deals in from a spreadsheet; we map the columns for you.Continue
Upload pipeline dataDrop in an export and SAGARIS structures it into a live pipeline.Continue
Start with a sample pipelineExplore the whole engine on a ready-made pipeline — no data required.Continue

Self-serve onboarding is on its way · For now, setup is concierge and same-day

After you choose

Setup is a conversation, not a wizard.

Choose a path above and a revenue engineer takes it from there. They do the connection with you and stay on it until your own deals are live. Self-serve onboarding is being built, and until it ships you get a person rather than a help article.

01You pick a path and send the form.It asks who you are and which method you chose. Two minutes.
02A revenue engineer replies the same working day.One named person who stays with you through setup, not a queue.
03You are working in your own deals.Not a demo pipeline. Your own accounts and your own stages, plus a second session if your CRM is heavily customised.
Before you start

What to have ready.

Connecting a CRMAdmin access to Salesforce or HubSpot. You approve the scopes. SAGARIS reads what you allow, and writes back only if you switch write-back on.
Importing a CSVOne row per deal, with a column for the account, the stage and the owner. Anything beyond that is a bonus. The mapping happens with you on the call.
Uploading pipeline dataAny export your CRM will give you. If you are not sure which one, send what you have and it gets sorted on the call.
A sample pipelineNothing at all. It is ready-made, so you can see the whole engine before your data goes anywhere.
Questions

Before you begin.

  • MOST ASKED

    No. Self-serve onboarding is being built. Today every path here opens a form, and a revenue engineer sets you up with you, starting the same working day.

    Most askedCRMCSVUploadSampleConcierge

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