Setup steps, the words you'll see in Casly, and a short guide for every module.
Five steps, roughly twenty minutes.
Go to app.casly.app → "Create your company". Your workspace is private — your data is walled off from every other company.
Settings → Connections → Email. Choose your provider (Zoho, Gmail, Outlook or custom), follow the guided steps, and Casly will send and receive from YOUR mailbox. Nothing is ever deleted from your mailbox — it stays the source of truth.
Settings → Connections → WhatsApp. Follow the wizard (you'll need your Meta access details — our team helps founding members with this step, just email support@casly.app).
Settings → Users. Up to 3 users are included; add more anytime. Staff sign in with their own email and password.
Open the Command menu (⌘K / Ctrl-K) → "Bulk Import". Download the template, paste your Excel/CSV data, map the columns, done. Duplicates (same phone number) are caught automatically — importing twice never creates doubles.
Tap a term to read what it means.
Numbered steps, in the order you'll do them.
Where every enquiry lives.
New enquiries appear in GCL automatically (WhatsApp, website, Facebook, Instagram) or via + Add Lead.
Open a lead to see everything: conversations, notes, documents, tasks — the full story in one file.
After qualifying, move it to PCL; once they pay and the case starts, to ACL (or BCL if it came via a partner agent).
Click any summary card at the top to filter the list; use the search bar for name/phone/email.
WhatsApp, Facebook, Instagram and Email in one place.
Open Messages to see every conversation across all channels; unread ones float to the top.
Reply directly — the client receives it on THEIR channel (WhatsApp reply goes to WhatsApp, email as email).
Every conversation is linked to the client's lead file automatically, so any teammate can take over with full context.
Answers when you can't.
Turn it on in Settings → AI Replies.
It answers new WhatsApp enquiries instantly and politely, collects name and interest, and creates the lead — 24/7.
The moment a human replies, the AI steps back.
Your tireless follow-up manager.
It watches the pipeline for leads going quiet and chases them automatically.
It nudges the assigned counsellor first; if nothing happens it escalates to the manager, then the owner.
Its coaching notes appear in the lead's Chatter, so you see exactly what it did and why.
Never miss a follow-up.
Every new lead gets an automatic follow-up task; add your own with + Task.
Assign tasks to teammates with a due date and priority.
The Calendar shows everything day-by-day; overdue items are flagged in red.
The money side.
Create an invoice from inside the client's file — it's linked to their case forever.
Record payments as they arrive; the client's balance updates instantly.
Accounting gives you journals, ledgers, expenses, and bank reconciliation — real books, not a toy.
Commission tracker: for partner (B2B) cases, commissions are calculated and tracked automatically.
Paperwork without paper.
Open a client's file → Contracts → choose a template → Send.
The client receives a secure link, reads and signs on their phone with their finger.
The signed, branded PDF files itself into their documents automatically.
Powered by your own Google Drive.
Connect Google Drive once in Settings (your files stay in YOUR Google account).
Every client gets an organized folder; upload from inside the lead file.
Use the per-country Checklist to track which documents are still missing.
For IELTS/PTE classes.
Website registrations for classes become Prospect students automatically (and the trainer is notified).
Track batches, attendance, mock scores, fees and instructor payouts.
Students get their own portal link for homework submissions.
Know your business.
The Dashboard shows today at a glance: new leads, tasks due, pipeline health.
Reports break down conversion, sources, team performance and revenue.
The owner receives a morning digest with what came in and what's stuck.
No. Casly matches phone numbers and refuses duplicates automatically.
Roles control this — counsellors see their work; managers and owners see everything.
Your account becomes read-only. We never delete your data, and you can export everything at any time.
Never. Every company's data is isolated at the database level.
No. Casly connects to your mailbox to sync conversations into client files; your provider stays the source of truth and nothing is deleted.