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Using the CRM

Using the CRM

Calendar and reminders

How to record business expenses, categorize them correctly, and upload receipts for better tracking.

Svelto calendar is designed for follow ups, not just scheduling. Meetings stay linked to contacts, so you always see context before a call and outcomes are easy to record after.

Use reminders to turn intent into action. When you schedule a call or promise a follow up, set a reminder or task right away so it stays visible on your timeline.

Planning and follow through

Use month view for planning and week view for execution. Keep the calendar clean by scheduling only the work that moves deals forward, like demos, check ins, and follow ups.

After each meeting, add a short note and create the next step. This keeps the contact timeline useful and makes it easy for anyone on the team to continue the relationship.

curl -X POST "https://api.svelto.com/v1/calendar/events" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Discovery call",
    "contact_id": "CONTACT_ID",
    "start": "2026-06-10T14:30:00+01:00",
    "duration_min": 30,
    "reminder_min": 15
  }'
curl -X POST "https://api.svelto.com/v1/calendar/events" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Discovery call",
    "contact_id": "CONTACT_ID",
    "start": "2026-06-10T14:30:00+01:00",
    "duration_min": 30,
    "reminder_min": 15
  }'
curl -X POST "https://api.svelto.com/v1/calendar/events" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Discovery call",
    "contact_id": "CONTACT_ID",
    "start": "2026-06-10T14:30:00+01:00",
    "duration_min": 30,
    "reminder_min": 15
  }'
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Submit a ticket

Create a support ticket for personalized and prompt help.

Support
Need help?

Talk to our team and we’ll help you choose the right plan.

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