Create your account

Sign up

1. 1
   Open Zenvlo CRM and choose Signup (or Sign up with Google).
2. 2
   Fill in First name, Last name, Company name, Email and Password. The password needs at least 8 characters with one capital letter, one number and one special character from @ $ ! % * ? &.
3. 3
   Press Create account.
4. 4
   Open the verification link we email you. If you cannot find it, check your spam folder. You will see Verification Success!, then press Continue to Login.
5. 5
   Log in. You land on the Dashboard.

Your free trial

• The trial lasts 14 days on the Growth plan, so every feature is open.
• A chip at the top shows Trial: N days left with an Upgrade button.
• When it ends, your data is kept and the CRM is read-only until you pay, or choose Use the free plan if your team fits in it (1 user, 100 leads).

Find your way around

You only see the pages your role allows and your plan includes. Press the Search box at the top of the sidebar, or Ctrl K (Cmd K on Mac), to jump to anything.

A good order to set things up

1. 1
   Fill in your company settings.
2. 2
   Check your pipelines and lead sources.
3. 3
   Invite your team and choose their roles.
4. 4
   Import your leads.
5. 5
   Start creating follow-ups.