Sign Up and Log In

Create a workspace

Open app.convertlycrm.com/signup and provide the requested organization, account, country, timezone, and currency details.

A new tenant starts on a 14-day Standard trial with:

• Three included users
• 150,000 leads of capacity
• Sample leads, tasks, and follow-ups for orientation
• Meta Lead Sync turned off until it is connected

Review localization carefully. Scheduled reminders use the workspace timezone, and changing the display currency later does not convert existing lead values.

Log in

Use app.convertlycrm.com/login. After authentication, Convertly sends you to the area associated with your account role.

If you cannot log in:

1. Confirm the email address is correct.
2. Check whether your workspace Admin recently changed or removed your account.
3. Use Forgot password if necessary.
4. Contact your workspace Admin before sharing account details with anyone else.

First login checklist

• Confirm your profile name and email.
• Check the workspace timezone and currency display.
• Review sample records before deleting them.
• Confirm your role provides the expected access.
• Create a test task or follow-up before working live leads.

Add teammates

Admins and Managers can manage permitted users from Settings -> Users. Choose roles based on the access required rather than job title alone.