User guide

Zenvlo CRM guide

Set up your workspace, bring in your data and run your sales day to day.

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Get started

Create your account

Sign up, verify your email and find your way around. Your 14-day free trial starts straight away.

Set up your company

Tell Zenvlo your company name, time zone and currency so dates and money show correctly.

Sell

Leads

Capture, qualify and convert the people who might buy from you.

Import leads, contacts and companies

Bring your existing list in from a CSV file in a few minutes.

Contacts and companies

Keep the people you work with and the businesses they belong to.

Deals and your pipeline

Track every opportunity on a board, move it forward, and mark it won or lost.

Follow-ups

Never forget to call, email or chase. Every follow-up has an owner, a time and a reminder.

Tasks, meetings, calendar and documents

Plan your work, schedule calls and keep files with the right customer.

Automate and measure

Automation

Build workflows that create follow-ups, update records and call other systems for you.

Dashboard, analytics, goals and reports

See how your team is doing and send reports by email.

Settings for admins

Pipelines, sources and rules

Shape the stages leads and deals move through, where leads come from, and who gets them.

Team, invitations and roles

Add your people and decide who can see and change what.

Capture leads from your website

Send leads from any website form straight into your CRM, with follow-ups created for you.

Send email from your own address

Connect Gmail, your own mail server or Resend so CRM emails come from you.

Plans and billing

What your plan includes, how to see your usage and how to upgrade.

Everyday tips

Small things that save time every day.