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Getting Started

Getting Started

Overview

Welcome to Svelto. This documentation helps you set up your workspace, connect your channels, and build a clean, repeatable CRM workflow your team actually uses.

What Svelto is

Svelto is a shared system for managing contacts, conversations, and follow ups without spreading work across five different tools. Every contact has a clear owner, a status, and a timeline so anyone on the team can pick up the thread confidently.

Instead of forcing you into a rigid pipeline, Svelto stays flexible. You can start small with a contact list and an inbox, then add reminders, assignments, and automations as your process matures.

How the workspace is organized

Svelto is organized into a few core areas: Contacts for your database, Inbox for shared conversations, Calendar for scheduling and reminders, and Automations for repeatable actions. These areas are connected so work you do in one place stays visible everywhere else.

The key benefit is continuity. When a lead replies, you can see who owns it, what happened last, and what should happen next, without hunting through tools or asking teammates for context.

API quick start (optional)

If you want to sync data into Svelto, you can create contacts via the API. Use your workspace API key and send a simple request like this:

curl -X POST "https://api.svelto.com/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Emily Larsson",
    "email": "emily@example.com",
    "company": "Nordbyte",
    "status": "Qualified lead",
    "source": "Website"
  }'
curl -X POST "https://api.svelto.com/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Emily Larsson",
    "email": "emily@example.com",
    "company": "Nordbyte",
    "status": "Qualified lead",
    "source": "Website"
  }'
curl -X POST "https://api.svelto.com/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Emily Larsson",
    "email": "emily@example.com",
    "company": "Nordbyte",
    "status": "Qualified lead",
    "source": "Website"
  }'
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.

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.

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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