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Guided walkthrough

Use a walkthrough to prepare early access

Get a practical demo focused on your process, team setup, and data controls.

30-minute session Live Q&A Workflow review
Request a demo

Tell us about your setup

Tell us your operational priorities and we can tailor the walkthrough to your context.

We only use this information to plan the demo and follow up.

What happens next

  • We review fit and share scheduling options.
  • You get a tailored walkthrough and implementation advice.
  • If timing aligns, you can move straight into the open beta in the app.

Prefer to join directly?

If you want to try the free open beta without a call, sign up in the app and start immediately.

Example views from Pistacio

Task management
Travel expenses
Customer detail timeline
What you'll see

What we'll cover in the walkthrough

Four focus areas that make your team setup clear before rollout.

Time & task flow

How tracking, tasks, and handoffs work together in one calm workflow.

Reporting & reviews

How weekly and project-level reports happen without manual updates.

Utilization & capacity

How you spot load early and steer capacity transparently.

Governance & data control

How roles, access, and exports map to your internal policy.

Demo preview

Screens we contextualize during the walkthrough

From time and task flow to customer detail context, these views align teams before onboarding starts.

CRM customers screen with contacts, activity history, and related project details.
FAQ

Questions before booking

What's useful to know before your first walkthrough.

Who should book a demo?

Teams that already know their operational goals and want a guided walkthrough with live questions before early access.

What happens after the demo?

We share practical setup and rollout recommendations. If timing and fit align, you can move straight into the open beta in the app.

Can we skip the call?

Yes. If you are ready to start, sign up in the app directly and add a session later if needed.

Want faster onboarding? Start with a tailored walkthrough.

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