Get started.
Sign in, set up your workspace, invite your team, and connect the accounts that keep your records current.
Mosaik runs in the browser. There is nothing to install on each computer. Each organisation has its own Mosaik deployment on its own address, such as https://<your-portal>.example.com. Your administrator gives you that address.
This guide takes you from a first sign-in to a working workspace. Each step links to the module guide that covers it in full.
Sign in
- Open the address of your workspace.
- Enter your email address and password.
- If you forget your password, select Forgot password? and follow the link in the email.
An invitation link always lets you create an account. Without an invitation, Create an account shows only when your workspace allows sign-up. In sign-up mode, use the email address that your workspace allows. The sign-in page never lists the allowed domains.
Set up the workspace
Owners and admins do these steps once.
- Name and brand. Open Settings → General. Enter the workspace name and your company website. Upload your logo. The logo shows in the header, on the sign-in pages, and in browser tabs.
- Brand colour. Expand Brand colors. The workspace finds colours from your website. Select one, or enter a custom hex value, then save. Primary buttons, links, and focus rings use that colour.
- Reporting currency. Open Settings → Currencies and select the currency for pipeline totals. See Settings.
- Members. Open Settings → Members and invite your team. See Settings.
- Connections. Open Settings → Connections and connect Google or Microsoft 365 for email and calendar, Stripe for billing, and HubSpot or Meta for leads. See Connections.
- Existing data. Open Settings → Import & Export and import your companies, contacts, and deals from CSV files. See Import and export.
Learn the layout
The sidebar holds the modules. Settings sits alone at the bottom.
| Module | What it holds |
|---|---|
| Dashboard | Your pipeline, wins, tasks, and recent activity. |
| Companies | The organisations you work with. |
| Contacts | The people at those organisations. |
| Deals | The opportunities in your pipeline, as a table or a board. |
| Finance | Invoices, subscriptions, and payments. |
| Inbox | Email, website forms, and live chat in one place. |
| Legal | Proposals and contracts, with e-signature. |
| Marketing | Content chats, a release calendar, and saved artifacts. |
| Assistant | Chats and team agents. See Agents. |
Your first week
- Connect your Google or Microsoft 365 mailbox and calendar so conversations and meetings file to the right contacts.
- Import your current records, or add your top ten companies by hand.
- Open each open deal and set its stage, amount, and close date.
- Save a view for the list you check every morning. See Working with records.
- Ask the assistant which deals need a follow-up this week.
Next steps
Read Core concepts to learn how the records fit together. Then open your workspace at https://<your-portal>.example.com and start with the Dashboard.