How can we help?

Getting Started

• Get started with ScalryFrom sign-up to your first booked meeting: contacts, an ideal customer profile, a mailbox, an AI sales agent and a booking link.
• Use the dashboard copilotAsk about your pipeline, or have the copilot build an ICP or a sales agent for you to confirm.
• Import your contactsAdd contacts one at a time or import a CSV or Excel file, map the columns and handle duplicates.
• Create an ideal customer profileTell Scalry who you sell to, so Lead Finder, sourcing plans and agents all target the same buyer.
• Connect your sending mailboxesAttach your own mailboxes or buy ready-made ones, set a safe daily limit and make sure replies come back.
• Activate your AI sales agentReview the SDR Agent that comes with your workspace, choose what needs your approval, and switch it on.

Funnels & Booking

• Share a booking linkCreate an event type, set your hours, and share or embed the link so prospects can book a meeting.
• Build a funnel that captures leadsStart a funnel from a template, blank page or AI brief, edit its pages, publish it and collect leads into your CRM.

CRM & Contacts

• Track deals in your pipelineCreate deals, move them through stages on the board, and set up your own pipelines.
• Find new leads with Lead Finder and sourcing plansSearch verified business contacts, save them to your CRM, or let a sourcing plan find and enroll leads on a schedule.

Cold Email

• Warm up new mailboxesRamp new mailboxes up slowly so your cold email lands in the inbox.
• Build a cold email sequenceWrite a multi-step email sequence with delays, start it for a list, and enroll contacts.

Agents & Automation

• Review agent actions in the Work QueueApprove or reject what your agents want to do, handle replies, and enroll contacts by hand.
• Set up an AI voice agentCreate a voice agent from a template, give it a phone number, and test it from your browser.

Billing & Payments

• Plans, the free trial and creditsHow the 14-day trial works, what each plan includes, and how AI credits are used.

Workspace & Team

• Invite teammates to your workspaceSend invitations, choose each person's role, and manage members.

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