Stellivo Help Center

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Master the basics of the Stellivo platform.

New to Stellivo?

Follow our guided journey to set up your first project and process your first lead.

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Learn by Product

Deep dives into specific Stellivo modules.

6 Guides

Dashboard

See your business at a glance: today's leads, follow-ups, site visits, bookings, revenue and dues. Track your project's units, the lead pipeline, sales performance and upcoming site visits in one place.

Explore Module
0 Guides

Setup & Configuration

Company settings, projects, deal stages, tags, channels, and workspace setup.

Explore Module
0 Guides

Team & Access

Roles, staff, hierarchy, org chart, and who can see or do what.

Explore Module
3 Guides

Leads & CRM

Manage lead pipelines, assign agents, and track communication history seamlessly.

Explore Module
0 Guides

WhatsApp & Chatbot

WhatsApp Business, templates, chatbot, and conversation workflows.

Explore Module
0 Guides

Marketing & Campaigns

Campaigns, segments, contact lists, and outbound engagement.

Explore Module
0 Guides

Projects & Inventory

Set up developments, manage unit availability, and configure pricing models.

Explore Module
0 Guides

Bookings & Agreements

Process deposits, generate term sheets, and handle cancellations or transfers.

Explore Module
0 Guides

Channel Partners

Onboard partners, track their leads, and manage commission payouts.

Explore Module
0 Guides

Calls & IVR

Telephony, IVR menus, call routing, softphone, click-to-call, and call logs.

Explore Module
0 Guides

Payroll & Incentives

Salary structures, sales incentives, commissions, targets, and payouts.

Explore Module
0 Guides

Construction

GRN, stocks, delivery, quotations, invoices, and site operations.

Explore Module
0 Guides

Analytics & Notifications

Dashboards, reporting, and notifications across the CRM.

Explore Module