Prerequisites
Before setting up Stanna, ensure you have:- Admin access to your company’s CRM/support tools (HubSpot, Intercom, etc.)
- List of clients you want to track
- Team member emails for workspace invitations
Step 1: Create Your Account
1
Visit Stanna
Go to app.gostanna.com
2
Sign Up
Click “Sign Up” and enter your business email address
3
Verify Email
Check your inbox and click the verification link
4
Complete Profile
Add your company name, role, and basic information
Step 2: Set Up Your Workspace
1
Choose Your Plan
Select the plan that fits your team size and needs. You can upgrade later as you grow.
2
Configure Basic Settings
- Set your company name and domain
- Choose your timezone
- Define your business hours
3
Invite Team Members
Add team members by email and assign their roles:
- CS Professional: Day-to-day client management
- CS Director: Team oversight and portfolio management
- Leadership: Executive dashboards and strategic insights
Step 3: Connect Your First Integration
Start with your most important data source:HubSpot
Sync contacts, deals, and interaction history
Intercom
Import conversations and support tickets
Google Workspace
Access Gmail and Calendar data
Custom CSV
Upload client data manually
Step 4: Import Your Clients
- From Integration
- Manual Upload
If you connected an integration, your clients will automatically sync within a few minutes. You can monitor the progress in Settings > Data Sync.
Step 5: Verify Your Setup
Setup Complete! When you can check all these boxes, you’re ready to start using Stanna:
- Account created and email verified
- Workspace configured with company details
- Team members invited (if applicable)
- At least one integration connected (Gmail, HubSpot, or Intercom)
- Client data syncing or imported
- Dashboard displaying metrics