Quick start

Sales Team Toolbox is pre-wired for your industry, so you can go from sign-up to your AI rep working leads on the same day — no workflow-building and no agency.

What you'll set up

In about 15 minutes you'll create your account, load your industry playbook, add a few leads, and work your first one. Texting and AI outreach turn on after a quick one-time business-verification step (see Business texting).

1. Create your free account

   Go to app.salesteamtoolbox.com/signup. The Free plan includes the full CRM and your AI rep with no credit card — you only pay for the calls, texts, and AI you actually use.

2. Pick your industry playbook

   On the onboarding screen, choose your industry. Today Solar and HVAC ship as fully-built playbooks (more industries are rolling out). Your pick pre-loads a pipeline, your AI agent, lead tiers, and follow-up sequences. See Your industry playbook.

3. Add your first leads

   Open CRM and add a lead, or paste a list to bulk-import (Name, Phone, Email, Tier). New leads land in the first pipeline stage. See The Thinking CRM.

4. Work your first lead

   Open Queue ("Work the list"). It sorts your leads Hot → Warm → Cool and shows a recommended first touch. Log a call, text, or email and advance the stage in one click. See Work the list.

5. Turn on your AI rep

   Open AI Tasks and run "Work my new leads." Your AI rep, Arianna, drafts a first touch for each new lead. Nothing sends until you approve it in the Approvals inbox. See Your AI rep & Approvals.

What you get on every plan

• The Thinking CRM — pipeline, contacts, and the "Work the list" queue.
• Your AI rep (Arianna) — drafts and runs follow-up; you approve before anything sends.
• Unlimited team members on paid plans (the Free plan includes up to 2).
• Webinars and e-Sign included on paid plans — one login, one bill.

Where things live

The left-hand navigation in the app is your map: Dashboard, CRM, Queue, AI Tasks, Workflows, Approvals, Team, Billing, and Pricing. Webinars open in their own app from your dashboard via single sign-on.