Getting started

1. Sign up

Go to the signup page. Create your agency account, pick a slug (your workspace URL), and invite your team. Every new account starts with a 14-day free trial — no card required.

2. Complete the onboarding wizard

After signing up, you land on the onboarding wizard. It walks you through:

• Your business type (agency vs. solo service provider)
• Your GSTIN and billing address
• Default lead pipeline stages
• Your first WhatsApp template

3. Set up your first pipeline

In Leads → Pipeline, create stages that match how you actually work. The default is Fresh → 1st Call → Interested → Quotation → Won / Lost. You can rename, add, or remove stages at any time.

4. Add your first client and invoice

Create a client record with their GSTIN (if GST-registered). Then go to Invoices to issue your first GST invoice. The invoice page handles the CGST/SGST/IGST split automatically based on the client's state.

5. Connect WhatsApp

In Settings → WhatsApp, link your WhatsApp Cloud API number. Then approve your first template in the Meta Business Manager. See the WhatsApp setup guide for the full walkthrough.

Need more help?

Email support@microlevelcrm.com — we reply within one business day.