Marketli help centre

How can we help?

53 guides to running your business in Marketli — from your first lead to your monthly invoice.

Getting started

What Marketli is, how to set your company up, and the apps that go with it.

Capture enquiries from your website, work them on the board, and convert them.

Your roster, importing your existing book, and everything you hold on one person.

One shared space per deal: stages, notes, properties, briefs and client tasks.

Chat, SMS, email and calls: connecting your inbox, your number and your dialer.

Triggers and steps that reply, remind and follow up without anyone at a desk.

Appointment links and intake forms, creating appointments yourself, and what the experience looks like to a client.

Run a points program for your clients, with tiers you define.

Your Marketli-built website: the one-time setup, and how changes get published.

The Marketing Hub, your directory listing, public pages, referral form and review collection.

Your plan, your team and their roles, your own profile, and how to reach us.

Can't find what you need?

Email help@marketli.app and a human will get back to you.