---
title: "Cleo Documentation"
description: "Learn how to use Cleo — the CRM built for marketing agencies."
canonical_url: "https://usecleo.io/docs"
---

> Index of every page on this site: [llms.txt](https://usecleo.io/llms.txt)

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

## Where to start

<card-group>
<card icon="ph:arrow-right" title="Getting Started" to="/docs/getting-started">

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

</card>

<card icon="ph:users" title="Contacts" to="/docs/getting-started/contacts">

Manage your client relationships, segments, and communication history.

</card>

<card icon="ph:kanban" title="Pipelines" to="/docs/getting-started/pipelines">

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

</card>

<card icon="ph:lightning" title="Automation preview" to="/docs/getting-started/automations">

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

</card>
</card-group>

## Organize contact data

<card-group>
<card icon="ph:textbox" title="Custom fields" to="/docs/getting-started/custom-fields">

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

</card>

<card icon="ph:list-magnifying-glass" title="Contact lists" to="/docs/getting-started/contact-lists">

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

</card>

<card icon="ph:upload-simple" title="Import contacts from CSV" to="/docs/getting-started/import-contacts-csv">

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

</card>
</card-group>

## Learn the process behind the product

The [Cleo Guides](https://usecleo.io/guides) cover CRM implementation, lead management, sales pipeline design, segmentation, forecasting, data cleanup, and client onboarding.

<note>

Cleo is in closed beta. [Request access](https://usecleo.io) to join the waitlist.

</note>

## Sitemap

See the full [sitemap](https://usecleo.io/sitemap.md) for all pages.