Getting Started

Launch your all-in-one workspace in minutes. Connect channels, accept payments, and turn on your first automation.

  • No-code setup
  • Free to start
  • Guided onboarding
Start Your Onboarding

Quick Start

  1. Create workspace
  2. Connect channels
  3. Accept payments
  4. Turn on automation

Tip: You can complete these in any order.

Quick Start Checklist

Watch the onboarding overview, then tick each item as you complete it.

  • Create Workspace

    Set your company name, logo, colors, and timezone.

    2 min No Code

  • Add Team Members

    Invite your staff and assign user roles and permissions.

    Invite 1 min

  • Connect Channels

    Bring WhatsApp, Facebook, Instagram, SMS, and email into one inbox.

    Unified Inbox 4 min

  • Import Contacts

    Upload a CSV or sync from Shopify and QuickBooks.

    CSV Import 1 min

  • Accept Payments

    Connect Stripe first. Add PayPal or Square as needed for invoicing.

    Cards & Wallets 3 min

  • Turn on Automation

    Pick a recipe like welcome message, lead routing, or review requests.

    Templates 2 min

Connect Your Channels

Centralize conversations before you automate. Check off each channel as you connect it.

  • Google Business

    Sync reviews and messages directly from Maps and Search.

    Reviews SEO

  • WhatsApp Business

    Reply from one inbox. Templates and quick replies supported.

    Messaging Meta

  • Facebook Pages

    Unify messages and comments from your Page.

    Social Inbox

  • Instagram

    Bring DMs and comments into your shared inbox.

    Social DMs

  • SMS via Twilio

    Carrier grade SMS and A2P support in your CRM.

    Messaging SMS

  • Email via Mailgun

    Reliable sending, tracking, and deliverability.

    Email SMTP

Calendars & Meetings

Sync your calendar and enable instant meeting links in bookings and reminders.

0/6 connected

  • Google Calendar

    Two-way sync for events, reminders, and availability.

    Two-way Reminders

  • Outlook 365

    Keep Microsoft 365 calendars in sync with bookings.

    Two-way Microsoft 365

  • iCloud Calendar

    Connect your Apple devices for seamless scheduling.

    Apple Sync

  • Calendly

    Auto-capture bookings with contact and deal records.

    Booking Forms

  • Zoom

    Auto-generate meeting links in bookings and reminders.

    Meetings Video

  • Google Meet

    Create Meet links automatically from bookings.

    Meetings Google

Accept Payments

Connect Stripe first. Add PayPal, Tabby, or Paymob as needed for your region.

0/6 connected

  • Stripe

    Cards, wallets, subscriptions, payment links. Global coverage.

    Cards & Wallets Global

  • PayPal

    Offer PayPal checkout alongside cards for higher conversion.

    Wallet Global

  • Tabby

    Split payments in 4. Essential for ecommerce in UAE & KSA.

    BNPL MENA

  • Paymob

    Accept local payment methods in Egypt, UAE, and Pakistan.

    Local Cards MENA

  • Square

    Tap to Pay and POS sync with customers and receipts.

    POS Tap to Pay

  • Authorize.net

    Trusted gateway for cards and recurring billing.

    Gateway High Risk

Import your Data

Bring your customers and history into AELESTRA. Check off sources as you connect them.

0/6 connected

  • CSV Upload

    Import contacts with columns like name, email, and phone.

    Excel/CSV Bulk

  • Shopify

    Sync customers, orders, and products into your CRM.

    Ecommerce Sync

  • QuickBooks

    Pull customers and invoices to keep records aligned.

    Accounting Finance

  • WooCommerce

    Import orders and customers from WordPress stores.

    WordPress Sales

  • Asana

    Sync tasks and projects with your customer pipelines.

    Projects Workflow

  • Wave

    Simple invoicing and contacts for small business.

    SMB Finance

Turn on Your First Automation

Pick a recipe to start fast. You can refine messages and timing later.

0/6 enabled

  • Welcome Message

    Auto-reply to new contacts with a friendly intro and next steps.

    Trigger: New Contact Action: SMS/Email

  • Appointment Reminder

    Reduce no-shows by sending confirmations 24h before a meeting.

    Trigger: Booking Action: SMS/Email

  • Lead Routing

    Auto-assign conversations by team, language, or working hours.

    Trigger: Inbox Action: Assign + SLA

  • Missed Call Text Back

    Send an SMS when a call is missed and invite the contact to chat.

    Trigger: Missed Call Action: SMS

  • Quote Follow-up

    Remind contacts about open quotes or abandoned carts.

    Trigger: No Activity Action: Email

  • Review Request

    Request a Google review after a job is completed or order fulfilled.

    Trigger: Fulfilled Action: Link

Tip: Start with one recipe. Add branches and delays later for advanced flows.

Support Center

Still have questions? We are here to help

Talk to a specialist, open a ticket, or explore resources that speed up your launch.

Contact Support Book a Demo

Getting Started Guide

Step-by-step setup for domains, channels, and automations.

Read Guide

Billing & Invoices

How plans work, receipts, taxes, and upgrading.

View Billing

Migrations

Import contacts, websites, and data with best practices.

Start Migration

Platform Status

Check uptime and incident history when something feels off.

Check Status

Templates Library

High converting emails, automations, and review requests.

Browse Templates

Request a Feature

Tell us what would help your workflow and we will review it.

Submit Idea

Contact

+1 888-868-7889
[email protected]
Quebec, Canada

AELESTRA Platform: All-in-One CRM, Marketing Automation, Sales Funnels, Website Builder, Reputation Management, AI Agents, Social Media Planner, and Payment Processing for Small Business Growth.

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