The Complete Workflow

Sign up with your email, Google or Facebook and give your business a name. You land on the dashboard. A new account starts with a 24-hour free trial; before it ends, pick a plan in Plans & Features (nothing is charged without your confirmation). If you need longer to decide, you can ask for more time from the page that appears when the trial ends.

Not sure where to begin? Book a free demo and our team walks you through it.

Your name, tagline, what you do, who your customers are, your tone, phone, WhatsApp, address, hours, logo and brand colour. Your website, ads, social posts, chatbot and the WhatsApp assistant all take their details from here, so this five-minute step makes everything after it sound like you. Brand Profile guide.

Choose Create Website, describe the business, then pick a ready-made theme made for your kind of business (clinics, real estate, architects, salons, gyms, consultants and more) or let the AI design one from a colour and font style. The site goes live on a free convotra.website address with SSL in a few minutes. AI Website Builder guide.

Click anything on your page and say what should change ("make this heading more welcoming", "put our clinic photo here"), or move and resize pictures by hand. You see every change before it goes live, and you can undo it from History. Prefer to arrange sections yourself? Use the drag-and-drop editor. AI Editor · Drag & Drop Editor.

On a paid plan, put the site on your own address: Custom Domain.

Want something extra on a page, like a video, an image slider, an offer bar or a countdown? Describe it in Build › Widgets, let the AI build it, and paste its shortcode where it should appear. Widgets guide.

One secure sign-in per platform: Google Ads, Facebook & Instagram, Snapchat, LinkedIn, Google Business Profile and your social pages. You sign in on the platform's own page; we never see your passwords. Connect Accounts guide.

Connect your WhatsApp Business number from WhatsApp › Setup (about two minutes). WhatsApp guide.

Give it a name and welcome message, add your FAQs (or let it learn them from your website) and choose what to ask visitors for. For a Convotra site it is added in one click. Every visitor who leaves their details becomes a lead. AI Chatbot guide.

• Website forms (appointment, enquiry and booking forms on Convotra themes) send each request to Leads.
• WhatsApp: someone who messages your business number for the first time becomes a lead.
• Instagram: someone who messages your Instagram account becomes a lead.
• The same person enquiring again (even with the number typed differently) is noted on their existing lead, not added twice.

WhatsApp chats, Instagram messages and comments, and Google reviews in one list. Filter by channel or "Needs reply", let the AI suggest an answer, and tag conversations so the team knows what each one is. Inbox guide.

One post, a whole month of posts, or a blog post, with your logo and contact details on every image. AI writes the words; you approve and schedule. Social Autopilot guide.

Describe your goal in a sentence and get ad copy, targeting and a budget to review. Ads are paid from your Ad Wallet; nothing is spent until you launch. Find ideas from competitors' ads with Competitor Ad Spy. Ad Campaigns · Budget, Wallet & Analytics.

Run the SEO health check and fix what it finds (the AI can fix titles and descriptions for you), switch on AI mode on a paid plan for a weekly check and blog post, and reply to every Google review, automatically if you like. SEO & Blog · Google Reviews.

Every enquiry is an open lead with a follow-up date. Open a lead to call or WhatsApp them, log what happened ("wants a site visit on Sunday"), set the next follow-up, add tags and a deal value, and move it along the pipeline: New → Contacted → Follow-up → Opportunity → Won (or Lost, with the reason). The Due today view is your call list. Leads CRM guide.

Invite salespeople by email. Each gets their own login and sees only the CRM: the leads handed to them. Hand leads out by hand, in bulk, or let new leads be shared out automatically to whoever has the fewest. Make someone a sales manager to see everyone's leads and set monthly targets. Team in the CRM · Guide for salespeople.

• Every morning at 8:30 each person gets an email (and, if you set it up, a WhatsApp) with the leads they should follow up today and any that are overdue. The owner also gets leads nobody owns.
• A welcome WhatsApp to every new lead with a phone number, within minutes, and a follow-up after 1 and 3 days if they have not replied.
• The WhatsApp AI assistant can draft or send replies from your brand details, and alert you when a customer needs you.

The dashboard's Growth Journey shows each stage from setup to leads and what to do next. The CRM dashboard shows the month's pipeline, wins and win rate, where leads came from, why they were lost and each salesperson's progress against target. Analytics adds impressions, clicks and ad spend. Dashboard & Journey.

Raise a support ticket and follow it live, ask other businesses in the Community, or ask the AI Assistant. Paid plans include a dedicated WordPress developer; some plans also include quarterly strategy reviews with our team. Getting Help.