Cleo Documentation

Learn how to use Cleo — the CRM built for marketing agencies.

Everything you need to set up your account, organize contacts, and run your agency on Cleo.

Where to start

Getting Started

Set up your account, import contacts, and launch your first campaign.

Contacts

Manage your client relationships, segments, and communication history.

Pipelines

Visualize your sales process and track deals from first contact to close.

Automation preview

Review the trigger, condition, and action model planned for Cleo automations.

Custom fields

Create text, number, date, boolean, select, and multi-select fields for account-specific contact data.

Contact lists

Choose between manual membership, saved contact filters, and one-time file imports.

Import contacts from CSV

Prepare a CSV, check its preview, submit the import, and review the resulting list and run history.

The Cleo Guides cover CRM implementation, lead management, sales pipeline design, segmentation, forecasting, data cleanup, and client onboarding.

Cleo is in closed beta. Request access to join the waitlist.