Docs

Help getting started with Plero.

Simple guides for free trials, setup, how a deal moves, pricing, Chloe, and support.

Start a free trial

How signup, plan selection, and account setup work when you try Plero.

The two-minute setup wizard, your first move, and the tours that show you around.

The life of an engagement: won in New Business, delivered in Projects, paid on one thread.

How plans, billing cycles, and the free trial fit together.

What Chloe does for your studio, and how the approval gate works.

Themes, branded documents, and why your clients never see Plero.

Where to go when you need help getting unstuck.

Still stuck?

Send a note with the email tied to your Plero account and what you were trying to do. We can help from there.