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To begin with Decision Site, you don’t need complex onboarding or setup. Our Zero Adoption Framework ensures you’re ready in minutes. Simply confirm your access through the Decision Site Portal and connect your existing systems such as CRM, email, or calendar.
Go to your organization’s Decision Site Portal or follow your team’s invite link. Your workspace is automatically provisioned using your existing identity such as Microsoft, Google, or SSO. Choose your workspace name, confirm your data source such as CRM or shared folders, and your relationship operating system activates instantly, structured, secure, and ready for collaboration.
Decision Site offers native integrations with CRM, Outlook, Gmail, Teams, Slack, and SharePoint. Data syncs automatically across meetings, notes, and calls, delivering continuous relationship intelligence without manual effort. Powered by our Zero Adoption Framework, everything flows seamlessly so you can start creating impact from day one.