Getting Started with Marqly
Your first week on the platform — from account creation to your first lead.
Create Your Account
Visit the Marqly signup page and create your account using email or Google OAuth. After verifying your email, you will be prompted to set up your business profile — company name, industry, and contact details. This information is used throughout the platform for invoices, email campaigns, and your business profile page.
Dashboard Overview
Your dashboard is the command centre. The left sidebar organises Marqly into sections: CRM, Marketing, Websites, Automations, Finance, and Settings. Each section has its own sub-navigation. The main panel shows a summary of your recent activity, pending tasks, and key metrics like lead count and campaign performance.
Add Your First Lead
Navigate to CRM > Leads and click 'Add Lead'. Enter the contact's name, email, phone number, and assign a stage (New, Contacted, Qualified, Proposal, Negotiation, Closed Won/Lost). You can also import leads in bulk via CSV from CRM > Contacts. Each lead is tracked with an activity timeline so you always know the last interaction.
Next Steps
Once you have leads in your pipeline, explore setting up your first email campaign under Marketing > Campaigns, building your website under Websites, or automating follow-ups under Automations. The Help Center, Documentation, and API Reference are available from the footer.