How can we help?

Authentic CRM is currently in early access. Join the waitlist from our homepage and we'll send you an access code when your spot opens up.

Once you receive an access code, visit the signup page and enter your name, organization name, email, password, and LinkedIn URL. You'll be guided through a short onboarding checklist to get set up.

Go to Settings > Team and click "Create invite." Enter your teammate's email and choose their role. They'll receive an invite link that's valid for 7 days.

We use it to pull in your profile photo and professional details so your account is set up faster.

Go to Settings > Integrations and click "Connect Gmail." You'll authorize access through Google's standard OAuth flow. Once connected, you can send emails directly from any person's profile in Authentic.

Send emails from person profiles, track email opens (optional), and have emails automatically logged as touches in your CRM.

Email reading and inbox sync are not currently enabled. The Gmail integration is used for sending emails and tracking opens only.

Yes. Go to Settings > Integrations > Gmail and toggle off "Track email opens." You can also toggle off the "Sent with Authentic" footer.

After connecting Gmail, you can also connect Google Calendar from Settings > Integrations. This lets AI touch suggestions include your available meeting times.

Yes. Add your Calendly or Cal.com link in Settings > Integrations. It will be included in AI-generated touch suggestions when a meeting is recommended.

Go to Settings > Integrations and click "Connect Slack." Authorize the app in your workspace and choose which channel should receive notifications.

Daily follow-up digests with your top people needing attention, real-time website visitor alerts, and optional pipeline reports. Team members can also receive personal DMs with their own follow-ups.

Yes. You can choose which days to receive personal DMs, how many people to include, and configure pipeline report schedules separately.

Go to Settings > Integrations and click the Granola card. You'll be redirected to Granola's authorization page to grant access. You'll also need Google Calendar and Slack connected for the full flow.

Within 15 minutes of a calendar meeting ending, Authentic checks Granola for a matching transcript, summarizes it with AI, and sends you a Slack DM with the summary, key takeaways, and next steps.

Click "Add to CRM" in the Slack message. This creates a Touch (type: Meeting) with the AI summary as notes, stores the full transcript as a Document, and creates follow-up Tasks from the identified next steps.

Click "Dismiss" in the Slack message. The meeting won't be added to your CRM.

Only meetings where at least one attendee's email matches a person in your CRM. Internal-only meetings and meetings with people not in your CRM are skipped.

Download the extension from Settings > Integrations, unzip it, then go to chrome://extensions, enable Developer Mode, and click "Load unpacked" to select the folder. Click the extension icon to connect it to your account.

When you visit a LinkedIn profile, it shows an "Add to Authentic" button. Click it to capture the person's name, company, headline, location, and photo directly into your CRM.

The extension checks automatically. If they already exist, it shows a "View in Authentic" button instead, linking you directly to their profile.

Yes. Go to Settings > Account and click "Export All Data." You'll receive a JSON file with all your people, companies, touches, tasks, milestones, opportunities, and more.

Yes. Go to Settings > Account and click "Delete Organization." This permanently deletes all data including people, touches, and team access. You'll need to type your organization name and enter your password to confirm.

No. We use Anthropic's Claude for AI features, and Anthropic does not use API inputs to train their models. Your notes and relationship context are processed for suggestions but never learned from.

Your data is stored on encrypted, SOC 2 Type II compliant infrastructure. All connections use TLS encryption and data is encrypted at rest. See our Trust & Security page for full details.

Click "Forgot password?" on the login page. Enter your email and we'll send you a reset link.

Organization owners can change roles in Settings > Team. Click the role next to any team member to update it.

Organization owners can remove members from Settings > Team.