Overview

Lyara docs

Your setup guide

This documentation covers the essential setup and configuration for Lyara's advanced features.

Core Concepts

Essential concepts that require setup and configuration in Lyara CRM. Click any concept to dive deeper.

Users & Workspaces

Multi-tenant workspaces with user invitations and per-user subscription billing. Complete data separation between workspaces.

Activity Tracking

How activities are logged to contacts and deals through sending emails, automated emails, and manual inbox logging.

Email Automation

Setting up automation sequences, starting them for contacts, and monitoring active enrollments.

Email Sender & DNS

Postmark integration, sender verification, and DNS record configuration for optimal email deliverability.

Send emails to your CRM

Create contacts, deals, and companies using natural language with AI smart processing.

Pipeline Integration

Understanding pipeline stages and automated email triggers when deals move between stages.