---
title: "Introduction"
description: "Get started with Cleo — the CRM built for marketing agencies."
canonical_url: "https://usecleo.io/docs/getting-started"
---

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

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

<card-group>
<card icon="ph:users" title="Contacts">

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

</card>

<card icon="ph:kanban" title="Pipelines">

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

</card>

<card icon="ph:lightning" title="Automations">

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

</card>

<card icon="ph:chart-bar" title="Reporting">

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

</card>
</card-group>

## Next Steps

- [Import your contacts](https://usecleo.io/docs/getting-started/contacts) — CSV import and manual entry
- [Set up a pipeline](https://usecleo.io/docs/getting-started/pipelines) — Define your sales stages
- [Configure automations](https://usecleo.io/docs/getting-started/automations) — Save time on repetitive tasks
:::<card icon="i-simple-icons-nuxtdotjs" title="Nuxt Content" target="_blank" to="https://content.nuxt.com">

The documentation of `@nuxt/content`

</card>

<card icon="i-simple-icons-nuxtdotjs" title="Nuxt Devtools" target="_blank" to="https://devtools.nuxt.com">

The documentation of `@nuxt/devtools`

</card>

<card icon="i-simple-icons-nuxtdotjs" title="Nuxt Hub" target="_blank" to="https://hub.nuxt.com">

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

</card>

<br />

::

## Key Features

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

- **Powered by** [**Nuxt**](https://nuxt.com): Utilizes the latest Nuxt framework for optimal performance.
- **Built with** [**Nuxt UI**](https://ui.nuxt.com): Integrates a comprehensive suite of UI components.
- [**MDC Syntax**](https://content.nuxt.com/usage/markdown) **via** [**Nuxt Content**](https://content.nuxt.com): 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.

## Sitemap

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