Your first 15 minutes
Five things to do after setup so Relivo starts working for you, from importing contacts to adding a lead form to your website.
Five short tasks get your contacts in, your email connected and new leads flowing. Do them in this order; each one takes a few minutes.
Bring in your contacts
On Contacts, click Import. Upload a CSV file exported from your old CRM or a spreadsheet, match its columns under Map columns, check the Preview, and import. See Import and export.
Connect your email
Open Settings > Email and, under Connect a mailbox, choose Gmail, Outlook / Microsoft 365 or Other provider (IMAP / SMTP). Email you send from Relivo then leaves from your own address. See Email and Inbox.
Get a text when a new lead arrives
Add your Mobile phone in Settings > Profile and click Save changes. Then open Settings > Notifications and turn on Text for New leads. Click Save changes again. See Notifications.
Add a lead form to your website
Open Capture > Lead forms, click New form, give it a Form name and click Create form. Then click Embed code and paste the code into your website. Each submission arrives as a new lead, or is added to the contact if they are already in Relivo. See Lead capture.
Name your deal stages
Open Pipeline, then on the Buying and Selling boards hover over a stage, open its menu and choose Rename stage to name it the way you work. See Pipeline and deals.
From then on, start each day on Today. It puts new leads, inquiries waiting for a reply, contacts going quiet and tasks coming due in one ranked list.