Getting Started

Introduction

Get started with Cleo — the CRM built for marketing agencies.

Welcome to Cleo. This guide walks you through setting up your account, importing your first contacts, and understanding the core concepts.

What is Cleo?

Cleo is a CRM designed specifically for marketing agencies. It unifies client management, campaign tracking, and revenue reporting in one workspace.

Quick Start

  1. Create your account — Sign up with your work email. Cleo is currently in closed beta, so access is invite-only.
  2. Set up your organization — Your organization is your agency. Add team members and assign roles.
  3. Create your first account — Accounts represent your clients. Each client gets their own workspace with contacts, pipelines, and reporting.
  4. Import contacts — Upload a CSV or connect your existing tools to bring in your client list.

Core Concepts

Contacts

Individual people at your client companies. Track emails, phone numbers, and every interaction.

Pipelines

Visual sales pipelines to track deals from first contact through close.

Automations

Rules that trigger on events — assign tasks, send follow-ups, update statuses automatically.

Reporting

Real-time dashboards for campaign ROI, retainer revenue, and client health.

Next Steps

  • Import your contacts — CSV import and manual entry
  • Set up a pipeline — Define your sales stages
  • Configure automations — Save time on repetitive tasks :::

    Nuxt Content

    The documentation of @nuxt/content

    Nuxt Devtools

    The documentation of @nuxt/devtools

    Nuxt Hub

    The best place to manage your projects, environments and variables.


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Key Features

This template includes a range of features designed to streamline documentation management:

  • Powered by Nuxt: Utilizes the latest Nuxt framework for optimal performance.
  • Built with Nuxt UI: Integrates a comprehensive suite of UI components.
  • MDC Syntax via Nuxt Content: Supports Markdown with component integration for dynamic content.
  • Auto-generated Sidebar Navigation: Automatically generates navigation from content structure.
  • Full-Text Search: Includes built-in search functionality for content discovery.
  • Optimized Typography: Features refined typography for enhanced readability.
  • Dark Mode: Offers dark mode support for user preference.
  • Extensive Functionality: Explore the template to fully appreciate its capabilities.

Contacts

Import, organize, and manage your client contacts.

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