Sign Up and Login

Creating an account

1. Go to the Convertly waitlist
2. Enter your name and email address
3. Submit the form to request early access
4. Watch for the access email from the Convertly team
5. Complete account signup once your access window opens

What happens after waitlist signup

• You are queued for the next onboarding batch
• You receive an email as soon as direct signup opens
• You then complete account setup and start your trial

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Logging in

Go to app.convertlycrm.com/login.

Enter your email and password, then click Sign In.

Where you land after login

Login redirects automatically based on your role:

Role	Redirect destination
Admin / Manager / Staff	/dashboard
Affiliate	/affiliate/dashboard

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Forgot your password?

Click Forgot password? on the login page. Enter your email address and click Send reset link. You will receive an email with a one-time reset link. See Password Reset for full details.

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Inviting team members

After your account is created, invite your team from Settings → Team.

1. Go to Settings → Team
2. Click Invite User
3. Enter the team member’s email address
4. Select their role (Manager or Staff)
5. Click Send Invite

The invited user receives an email with a link. When they click it, they are prompted to set their password and are immediately added to your organization.

Note

Only Admin users can invite and manage team members.

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First login experience

The first time you log in, you will see a short setup checklist:

1. ✅ Account created
2. Create your first lead form
3. Invite your team
4. Connect your ad accounts

You can dismiss the checklist at any time. All these items are available from Settings.