● LIVE Setup Wizard
Your OS is waiting
From zero to a
fully operational Sales OS
in under 10 minutes
Four steps. Connects to your existing CRM.
No developers. No migration. No disruption.
~10 minutes · reversible at any step · no CRM changes
1Brand
🎨
Brand Configuration
Your logo, name and colour appear across every module.
~2 min
2CRM
🔌
CRM Connection
Connect your CRM. Zelvar creates the REACH pipeline automatically.
~3 min
3ICP
🎯
ICP Configuration
Define your ideal customer. Drives every AI scoring decision.
~3 min
4Formula
📐
Sales Formula
Set your annual target. Drives forecast and pipeline targets.
~2 min
Skip → go straight to Command Centre
1
Brand
2
CRM
3
ICP
4
Formula
Instance
Foundation setup
Foundation Setup
1
Brand Configuration 2 min
2
CRM Connection 3 min
3
ICP Configuration 3 min
4
Sales Formula 2 min
After Setup
●
Command Centre
●
REACH Pipeline
●
Forecast
SETUP PROGRESS 0%
✓ Step saved. Continue to the next step below.
Foundation Setup
Configure your Sales OS
Complete all four steps to get your OS fully operational. Each step opens the full module — save when done and click Return to Setup to continue.
✓
Your OS is ready
All four steps complete. The Command Centre is live with your data — targets, pipeline requirements and rep quotas all mirrored from your setup.