New to Inly or looking to explore its features again?
You can revisit the Inly Product Tour anytime to learn how to manage clients, send professional documents, and automate your workflow — all from one powerful CRM platform.
✨ Before You Start
Make sure you’ve signed up for Inly and are logged in to your account.
Once logged in, you can enable and launch the Product Tour directly from this article.
🚀 What You’ll Learn in the Tour
During the guided walkthrough, you’ll see how to:
Customize your business profile and connect Stripe to accept online payments
Import existing clients easily using our CSV upload tool
Create workflows to send proposals, contracts, and invoices seamlessly
Save templates for faster future use
Add forms, proposals, and follow-ups to streamline client communication and automation
💡 Pro Tip
You can retake the Product Tour anytime — perfect when you’re exploring new features, training a team member, or setting up your client workflows.
🔗 Start the Tour
👉 Click here to launch the Inly Product Tour
Need help getting started?
Our team offers free migration assistance — just send us a message through the chat box in the bottom corner of your Inly dashboard, and we’ll help you get set up.