Getting started
Introduction
What Systemly is, who it is for, and how the pieces fit together.
What Systemly is
Systemly is a single operating workspace for the customer-facing work of an agency or service business. It brings contacts, sales pipelines, conversations, calendars, automations, forms, websites, social publishing, payments, analytics, and AI into the same account.
The important part is not simply having those tools in one menu. They share the same workspace and customer records. A form submission can create a contact, a booking can appear on that contact's activity, and an automation can respond without somebody copying information between separate products.
Who it is for
Agencies
Keep one workspace per client. Staff can move between clients without their contacts, accounts, calendars, reporting, or credentials being mixed together.
Service businesses
Run one workspace for your own business and use only the modules you need. You do not have to create extra client workspaces.
Client teams
Give a client a restricted login to their own workspace so they can review results and approved areas without seeing another client or agency-only settings.
How Systemly is organised
Your account is arranged in three layers. Understanding them makes the rest of the product much easier to navigate.
- 01
Your user account
Your login, profile, password, and sessions. One user can belong to more than one organisation or workspace when invited.
- 02
The organisation
The agency or business that owns the subscription, organisation branding, team, and collection of workspaces.
- 03
A workspace
The isolated operating area for one business or client. Contacts, posts, workflows, calendars, forms, settings, and most integrations belong here.
The product map
CRM and Pipeline
Store contacts, activity, companies, deals, stages, and tasks.
Conversations and Calendar
Handle messages, appointments, availability, and public booking pages.
Automations and Forms
Capture information and run repeatable actions when something happens.
Funnels and Websites
Build and publish pages that feed leads back into the same workspace.
Social and Analytics
Connect accounts, schedule content, inspect outcomes, and report on activity.
Payments and AI
Take customer payments and use configured AI providers across supported tools.
Where to start
If you are setting up Systemly for the first time, continue to the Quick start. It covers the shortest path from creating an account to a working, scheduled social post. Then read Core concepts before adding more clients or team members.