Getting Started
Quick Start
From sign-up to your first managed lead in about five minutes — no setup call, no IT help.
This guide walks an owner through the fastest path to value: create an account, add a lead, and schedule a follow-up so nothing slips. Every step links to the deeper feature docs if you want more detail.
Free forever. You can do everything below on the Free plan — no credit card required. See Plans & Pricing for limits.
1. Create your account#
1
Sign up
Go to app.salesvora.com/sign-up and register with your email and a password, or continue with Google.
2
Verify your email
If you signed up with email/password, click the verification link we send you. Google sign-ups are verified automatically.
3
Land on your dashboard
You arrive on an empty dashboard, greeted by name. This becomes your daily home base once leads start flowing in.
The first account created for a business becomes the Owner. Learn what that unlocks in Roles & Permissions.
2. Add your first lead#
You can add leads one at a time, or bulk-import an existing spreadsheet. For now, let's add one by hand.
1
Open Leads → Add Lead
Click Leads in the sidebar, then the Add Lead button in the top-right.
2
Enter the essentials
Name and phone are all you need. Optionally add an email, choose a source, and set the service interest.
3
Save
Your lead appears in the table with the status New.
app.salesvora.com/leads
SSalesvora
RA
Riya Apte
Owner
Search leads by name or phone…
Add Lead
Leads
All statusAll sourcesAssigned toExport
| Name | Phone | Source | Status | Owner |
|---|---|---|---|---|
ASAarav Sharma | +91 98200 11234 | Website Form | Interested | Riya Apte |
NVNeha Verma | +91 99300 55121 | Referral | New | Karan Joshi |
MGMohit Gupta | +91 90040 77810 | Contacted | Riya Apte | |
SKSara Khan | +91 98765 43210 | Walk-in | Won | Devang Rao |
IPIshaan Patel | +91 91230 90909 | Telegram Bot | Unreachable | Karan Joshi |
PNPriya Nair | +91 99887 66554 | CSV Import | Interested | Devang Rao |
Migrating from a spreadsheet. Have hundreds of contacts already? Skip manual entry and use CSV Import — map your columns once and Salesvora skips duplicates automatically.
3. Schedule a follow-up#
The single habit that wins more deals: never end a conversation without a next step.
1
Open the lead profile
Click the lead's name to open their profile, with tabs for Notes, Call Log and Follow-ups.
2
Add a follow-up
Pick a date and time, and add a short note like “Send proposal”.
3
Get reminded
Salesvora can ping you by email or Telegram before it's due. Configure this in Notifications.
4. Work your pipeline#
As you talk to leads, drag their cards across the Pipeline Board — from New to Won. Status updates instantly, and your dashboard and reports update with it.
app.salesvora.com/pipeline
SSalesvora
RA
Riya Apte
Owner
Search leads by name or phone…
Pipeline
New8
NVNeha Verma
+91 98••• ••204
RSRahul Sethi
+91 98••• ••214
Contacted6
MGMohit Gupta
+91 98••• ••204
TDTina D'Souza
+91 98••• ••214
Interested5
ASAarav Sharma
+91 98••• ••204
PNPriya Nair
+91 98••• ••214
Won4
SKSara Khan
+91 98••• ••204
Next steps#
- Core Concepts — the vocabulary behind leads, pipeline, organizations and roles.
- Invite your team and start assigning leads.
- Embed a web form so new leads arrive automatically.
- Read your reports to see which sources convert best.