Setting Up Your Account
Setting up takes a few minutes: you create an account, confirm your email, and answer three short setup steps. The person who creates the account becomes its Owner.
Have your WhatsApp business number and your logo ready before you start. You can add both later, but your quotations and invoices look better with them.
1. Create your account
-
Go to the Kyglu CRM sign-up page at https://app.kyglu.com/register.
-
Fill in the form:
Field What to enter Business name Your company or shop name. You can change it in the next step. Name Your own name Email The email you will sign in with Password / Confirm password Your new password -
Tick the box to agree to the Terms of Use and Privacy Policy.
-
Click Create account.
After that, sign in at https://app.kyglu.com/login.
2. Verify your email
Kyglu CRM sends a verification link to your email. Open it on any device to activate your account. You can't use the app until your email is verified.
If you can't find the email, check your spam folder, or use the resend option on the Verify your email address screen.
3. Set up your workspace
After verifying, you see Set up your workspace, which has three steps.
Step 1: About your business
| Field | Required | Description |
|---|---|---|
| Company name | Yes | The name shown in the app, on documents and in WhatsApp messages |
| Business industry | Yes | Changes the tools, defaults and menu to suit your industry. See Choosing your industry. |
| Industry category | No | A more specific description of your business |
| Country | No | Choosing a country fills in your usual timezone, currency and phone country code in step 2 |
Step 2: Regional settings and WhatsApp
| Field | Required | Description |
|---|---|---|
| Currency | Yes | The currency used on quotations, invoices and reports |
| Timezone | Yes | Used for appointments, follow-ups and reports |
| Default country code | No | Added to customer phone numbers entered without a country code |
| WhatsApp number | No | Your business WhatsApp number, with country code (for example 60123456789) |
Step 3: Branding and documents
| Field | Required | Description |
|---|---|---|
| Company logo | No | Shown on your quotations and invoices. Large photos are shrunk automatically. Images must end up under 2 MB. |
| Quotation prefix | Yes | Added to the start of every quotation number. Default: QUO- |
| Invoice prefix | Yes | Added to the start of every invoice number. Default: INV- |
Click Finish setup. Your workspace is ready and the dashboard opens.
When you finish, Kyglu CRM also adds starter WhatsApp message templates for you. If you chose Wellness / Beauty / Spa, it also adds a default set of customer tiers (Regular, Silver, Gold, VIP).
Choosing your industry
| Industry | What you get |
|---|---|
| General business | The shared CRM tools and a sales dashboard |
| Wellness / Beauty / Spa | Everything in General, plus client profiles, VIP & Tiers, Customer Retention and an appointment-led dashboard |
| Renovation / Contractor, Auto Workshop, Real Estate, Insurance | The shared CRM tools for now. Industry-specific tools are planned. |
Changing your industry later does not delete any data. It only changes which tools appear.
Your free trial
New accounts start with a 14-day free trial that includes the features of the Pro plan. A Trial badge appears next to your plan in the account menu. During the trial, up to 5 automated WhatsApp reminders can be sent per month.
To keep using Kyglu CRM after the trial, the Owner chooses a plan on the Billing page. See Plans.
Forgot your password?
On the sign-in page, click Forgot your password? and enter your email. Kyglu CRM emails you a link to choose a new password.