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1

Sign up and create your organization

Go to the Zudo sign-up page and create an account using your email and password, or sign in with Google.After signing in, open Settings → Organizations and click Create Organization. Give it a name — this is the workspace your team will share.
If someone has already set up an organization and invited you, you’ll see a pending invitation on the Organizations page. Accept it to join their workspace instead.
2

Invite your first team member

Inside your organization, open the Manage panel and go to the Members tab.Enter your teammate’s email address and send the invitation. They’ll receive an invite to join your organization. Once they accept, they’ll have access to the same accounts, requests, and settings.
3

Add your first account

Navigate to Accounts in the main sidebar and click Add Account.Fill in the account name and MRR. You can also set an initial status (Active, Onboarding, or Churned) and optionally add a primary contact. Click Create Account when you’re done.
MRR is used to calculate request severity scores across your portfolio, so it’s worth adding it even if it’s an estimate.
Once created, Zudo begins tracking that account. A health score will appear after the first nightly calculation.
4

Connect an integration

Go to Settings → Connections and click Add Connection. Zudo integrates with Vitally, Linear, Gmail, Fireflies.ai, HubSpot, HelpScout, and Slack.Connecting Vitally or Gmail lets Zudo start syncing accounts and emails automatically — which feeds directly into health scoring.For full setup details for each integration, see the Integrations overview.
5

View your first health score

Open any account from the Accounts list. The health score (0–100) appears on the account overview. Click it to see a breakdown of the five factors: email response time, open requests, meeting frequency, issue resolution, and recent activity.
Health scores calculate nightly. If you just created an account, check back the next day or connect an integration to start pulling in data sooner.
You can also set a manual Pulse override on any account if the score doesn’t reflect what you know about the relationship.

Accounts overview

Learn how to manage accounts, track contacts, and use the activity timeline.

Integrations

Connect your existing tools to sync accounts, emails, meetings, and issues.