Getting started
How to sign up and try TraceClose free for 7 days
Go to app.traceclose.com/cadastro, fill in your details and your company’s, pick a plan and click Create account and start. The trial lasts 7 days and you land straight in the dashboard. No credit card needed to start.
Step by step
Open the signup page
Go to app.traceclose.com/cadastro or click Start your 7-day free trial on the website.
Fill in “Your account”
Your name, your Work email and a Password with at least 10 characters. Click Continue.
Fill in “Your business”
Your Company name and your industry under What kind of business do you run?. In Region and currency, check the country, time zone, currency and language; if anything is wrong, click Change.
Pick a plan
Pick the plan you want to try. As the screen itself says, you can switch during the trial.
Create the account
Complete the Security check, accept the terms of use and the privacy policy and click Create account and start.
Confirm your email
Open the link we send to your email (it’s valid for 24 hours). Until you confirm, you can’t connect WhatsApp or Meta, or invite your team.
What each field changes
Signup looks short, but a few choices shape how the dashboard works from day one:
- Industry (“What kind of business do you run?”): sets up the funnel with the right stages and changes the names used across the dashboard. At a clinic, for example, a lead shows up as a patient. You can adjust it later.
- Time zone: sets where each day starts and ends in your reports. If your team works in Chicago and the time zone is set to New York, your “today” numbers close an hour early.
- Currency: the default currency for sales and reports. Sales in another currency are shown separately, never added together.
- Language: the organization’s default language (Portuguese, Spanish or English). Each person can pick their own later.
You can review all of this again in the setup wizard and, later on, in Settings › Operations and Settings › Segment.
Example: Example Co. signs up
Ana, owner of Example Co. (fictional data), enters “Ana Smith”, ana@example.com and a 12-character password. Under “Your business”, she picks Local services, keeps United States, the New York time zone, US dollar and English, and picks the Growth plan. In under two minutes she’s in the dashboard, with a quote-and-booking funnel ready to go and a confirmation email in her inbox.
What you can do before confirming your email
Almost everything: explore the dashboard, review the funnel and adjust your operation. Until you confirm, you can’t connect WhatsApp, change integrations (Meta and website) or invite people. A banner at the top of the dashboard reminds you of this and has a Resend email button. See How to confirm your email.
After signup
Whoever creates the account is taken to the Initial setup wizard, which covers company, WhatsApp, Meta and team. Anything you skip stays on the dashboard’s Getting started card. The walkthrough is in Initial setup: what to do on day one.
During the trial, you use the plan you picked, with its limits. The details are in Plans and limits, and what happens on the last day is in What happens when the trial ends. Prices are on the pricing page.
Didn’t work? See…
- “An account with this email already exists.” You (or someone at your company) already signed up with it. Use the Sign in with this email link. If you forgot your password, see Password and access.
- “Use a permanent email address, not a temporary one.” Disposable email addresses are rejected. Use your company email or a personal one you check regularly.
- “We could not confirm you are a person.” The security check failed. Reload the page and try again, ideally without script blockers.
- “Too many attempts.” Signup limits repeated attempts. Wait a bit and try again.
- The confirmation email didn’t arrive. See The confirmation email didn’t arrive.
Frequently asked questions
Does the free trial include every feature?
The trial uses the plan you picked at signup, with its limits. You can switch plans during the trial at no charge.
Can I use a personal email?
Signup asks for your work email, but the only addresses it rejects are temporary ones and ones that already have a TraceClose account.
I picked the wrong industry. What now?
You can change it in the setup wizard or in Settings › Segment, which shows which stage each lead will move to before you apply it.
See the path from ad to sale in your WhatsApp.
Try TraceClose free for 7 days with your team. No card needed to try.