Quick Start Guide

Welcome to Growul

Growul is an all-in-one business management solution that combines CRM, email marketing, invoicing, phone system, automation, and AI — everything you need to run and grow your business or agency.

This guide walks you through your first steps after signing up.

Step 1: Complete Your Profile

After signing in for the first time, head to Settings > Profile and fill in:

• Your name and avatar
• Company name and logo
• Business address (used on invoices and compliance)
• Timezone (affects scheduling and campaign send times)

Step 2: Create Your First Company

If you are an agency managing multiple clients, each client gets their own Company (sub-account). For a single business, your default company is already set up.

1. Click the company switcher in the top-left corner
2. Select Create Company
3. Enter the company name, industry, and timezone
4. Click Create

Step 3: Import Your Contacts

Bring your existing contacts into Growul:

1. Navigate to Contacts in the sidebar
2. Click Import in the top-right
3. Upload a CSV file or connect a third-party CRM (Salesforce, HubSpot, Pipedrive)
4. Map your CSV columns to Growul fields
5. Click Start Import

See the Importing Contacts guide for detailed instructions.

Step 4: Set Up Your Pipeline

Pipelines help you track deals through your sales process:

1. Go to Deals > Pipelines
2. Click Create Pipeline
3. Add stages like "Lead", "Qualified", "Proposal", "Negotiation", "Won"
4. Drag to reorder stages as needed

Step 5: Connect Your Email

Connect your email account to send campaigns and track conversations:

1. Go to Settings > Email Integration
2. Click Connect Account
3. Choose Gmail, Outlook, or custom SMTP
4. Follow the OAuth flow or enter your SMTP credentials

Step 6: Explore Automation

Save time with automated workflows:

1. Navigate to Automation > Workflows
2. Browse pre-built workflow templates
3. Or create a custom workflow with triggers, conditions, and actions

What Next?

• Set up booking pages — Let prospects schedule meetings directly on your calendar
• Create your first invoice — Send professional invoices and get paid online
• Explore AI tools — Use the AI Hub for content generation, lead scoring, and more
• Invite your team — Go to Settings > Team to add team members with role-based permissions