Welcome to Calliyo Help

Calliyo is a sales CRM built for teams that live on the phone. This guide walks you through the everyday tasks: capturing leads, calling them, scheduling follow-ups, and converting them to customers — plus a reference for every settings panel.

Where to start

• New to Calliyo? Start with Getting started.
• Working a list of leads? Jump to the Lead lifecycle.
• Want to know what a setting does? Use the Settings reference.
• Tuning your call workflow? See Calls & follow-ups.

How this guide is organised

The guide tracks the way a lead actually moves through Calliyo:

Capture  →  Assign  →  Call  →  Follow up  →  Convert

Each step has its own page with screenshots and the exact fields you’ll see in the app. If a step looks different in your account, your company admin may have customised the pipeline — see Lead statuses.

Conventions used in this guide

• Navigation steps look like: Leads → Add lead → Save.
• Field names are written exactly as they appear in the UI.
• Tips and gotchas are called out in coloured callouts.
• Screenshots show the default Calliyo theme — your colours may differ.