Getting Started

Harmonia is organized around three ideas: people you talk to, work you're doing with them, and channels you use to talk. Most of the app surface is a thin layer over those three things.

Here's the minimum path from "I just logged in" to "I'm running real work."

1. Set up your organization

Open Settings → Organization and confirm your org name, logo, and timezone. If you're an agency reselling Harmonia, also visit Settings → Branding to swap the default Harmonia look for your own colors and logo — see White-Label Branding for the full breakdown.

2. Invite your team

In Settings → Team, invite the people who'll be working alongside you. Roles are simple: owner can do anything including billing, admin can configure the workspace, member can use it. New invitees get an email with a one-click join link. Details: Users & Roles.

3. Connect a channel

You need at least one channel to talk to contacts. Open Settings → Integrations (or Integrations in the sidebar) and pick one:

• Email — connect a Google Workspace or Microsoft 365 mailbox for two-way sync.
• SMS — connect Twilio for the deepest integration, or Easify for a fast no-Twilio path.
• Phone — connect Twilio Voice or Aircall for click-to-dial.

The marketplace has 83 connectors. The Integrations Overview explains how the catalog is organized.

4. Bring contacts in

Pick one of:

• Import a CSV — Contacts → Import. Map columns to fields, fix duplicates, and you're live.
• Migrate from Salesforce — see Import from Salesforce. One-time, no ongoing sync.
• Add manually — Contacts → New Contact, for the first few.

5. Pick a pipeline

Harmonia ships with a default sales pipeline. Open Pipelines to rename stages, add new pipelines per workflow, or set up the Submissions flow if you broker deals between contacts and multiple downstream parties. See Pipelines & Stages and Submissions.

That's the floor. Everything else — campaigns, automations, calendars, forms, AI — sits on top of these five foundations.