Your first week with FrontRace
From a fresh workspace to your team seeing real signals and decision guidance. Most teams are live within a few days with no changes to their existing tools or process.
Before you begin
Gather these so setup is a single sitting:
- Admin access to your CRM (Salesforce, HubSpot, Pipedrive, Close, Keap, Creatio, Crelate, etc.)
- Admin for email / calendar (Google Workspace or Microsoft 365)
- Admin for any calling, meeting, or conversation tools you use (Zoom, RingCentral, PhoneBurner, CallRail, Gong)
- Slack and/or Microsoft Teams admin access if you want in-channel signals
- The names and emails of the teammates you'd like to invite
You won't be changing how your team sells. FrontRace listens across your existing systems — no new rep workflow, no data entry, no rip-and-replace.
Setup, step by step
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Create your workspace
Sign in at app.frontrace.com and choose a workspace name — usually your company. This is what teammates will see when they join.
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Invite your team
From Settings → Members, invite leaders, managers, reps, and RevOps. Roles: Owner, Admin, Manager, Rep, Viewer.
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Connect your CRM
This is the spine of the decision model. Go to Integrations and authorize your CRM. FrontRace reads accounts, opportunities, contacts, and activity — no writes required. See Connecting Data Sources.
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Connect communication sources
Authorize email, calendar, calling, and meeting tools so FrontRace can hear what's actually happening on deals — not just what got logged.
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Confirm your outcome definitions
Under Settings → Outcomes, tell FrontRace what "won" and "lost" mean for your business. The decision model learns from these.
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Map your stages and playbooks
Confirm your pipeline stages and any existing playbooks. FrontRace uses these as a starting point, then refines them based on what actually drives outcomes.
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Let the model learn
FrontRace analyzes historical data to build a decision model specific to your organization. Most teams have a working model within 48–72 hours of connecting their CRM and comms.
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Turn on signals for your team
Pick where signals show up: in-app, Slack, Teams, or daily email digest. Start with managers, then roll out to reps.
What to expect
| When | What you'll see |
|---|---|
| Day 1 | Workspace live, integrations connected, historical data ingested. |
| Days 2–3 | Decision model calibrated. Success Metrics and first Priority Signals populate. |
| Week 1 | Reps and managers acting on live signals. Decision guidance on open opportunities. |
| Weeks 2–4 | Model sharpens with new outcomes. Coaching patterns and deal-risk signals emerge. |
| Ongoing | Every closed deal retrains the model. Guidance gets more accurate over time. |
Pilot tip. Many teams start with a single segment or pod to prove value before rolling out broadly. Managers usually see signal value first; reps come on board once guidance starts closing their deals.
Security & access
- Read-only OAuth wherever the platform supports it — FrontRace never changes records in your CRM unless you explicitly enable it.
- All credentials are encrypted at rest and in transit.
- SSO, SCIM, and role-based access controls available on supported plans.
Next up
Head to Connecting Data Sources for system-by-system setup, or read How It Works to understand what FrontRace is doing under the hood.