Alano Guide
Alano.ai
Start in Alano

Begin with common actions

Choose a task and follow a short guided path in Alano.

Add a customer and a dealCreate your first customer, connect a deal, and begin tracking progress.Scan and enrich a contactTurn a namecard into a contact, then complete the profile with Alano AI.Invite team membersAdminAdd people to your organization and give them the right role.Set up a custom objectPower users · AdminModel work that customers, contacts, and deals cannot cover.Create your first taskAssign work, set a due date, and track it to completion.
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Explore Alano

Choose the product area that matches what you want to do.

Welcome to AlanoAlano is a CRM built for teams that want to move faster — combining contact and deal management, team collaboration, and AI-powered automation in one place.Contacts/CustomersContacts is your “people hub”, where you save and manage leads, prospects, and customers in one place.DealsYour pipeline, but way easier to manage. Create deals, assign owners, link the right people, and move everything forward with a clear view of what’s happening and what’s next.AlatasksAlatasks helps you create, assign, and track tasks across your team or internal groups, so nothing slips through the cracks.Custom ObjectsNeed more than the standard CRM fields?IntelligenceIntelligence gives you a clearer picture of your pipeline by surfacing the data and deal activity your team needs to stay on top of.Alano AI ChatbotAlano AI Chatbot is a built-in assistant that lets you interact with your CRM data, get answers, and take action - without leaving your workspace.AlanotesAlanotes is your personal space inside Alano, perfect for capturing ideas, meeting notes, call summaries, quick plans, or anything you don’t want to lose in a million tabs.ResourcesStore, organize, and share important files and links across your organization in one Alano knowledge hub.CustomizationCustomization is where you configure Alano to match how your team works and how your workspace is presented.SettingsConfigure Alano with landing pages, inbound APIs, automation flows, custom fields, and productivity tools.
About Alano

Start with the essentials

Introduction: What is Alano?

Alano is an AI business platform - your personal business assistant for sales, marketing, project execution, and organization resources.

Alano helps teams run day-to-day work in one place: manage relationships and revenue (Sales), build momentum (Marketing), stay on track (Project/Tasks), and organize internal resources (Knowledge & collaboration).

Unlike traditional CRMs that require heavy setup and ongoing maintenance, Alano is built with a zero-setup philosophy, so you can start working immediately while AI handles the repetitive parts behind the scenes.

What makes Alano different

🧠 AI-first, assistant-style experience

Alano is designed to feel like a business assistant, not a complicated system.

AI supports you across workflows like:

  • Capturing and organizing information faster

  • Enriching contact and company profiles

  • Summarizing notes, updates, and context

  • Generating insights (e.g., scoring, signals, recommended next steps)

  • Helping you keep momentum across tasks, deals, and follow-ups

🚀 Zero setup, instant use

No complex onboarding or configuration.
Sign up, log in, and start building your workspace right away.

💸 Extremely affordable (Free plan available)

Alano currently offers a free plan for all users, with access to most core features.
Our future paid plans are designed to stay accessible (under ~$50/month)

🔄 One connected platform (not just CRM)

Alano connects your work end-to-end - from relationship building to execution:

  • Sales pipeline and relationship management

  • Marketing collaboration and workflows

  • Tasks, sprints, and team execution

  • Internal docs, resources, and organization knowledge

  • Social-style updates and collaboration (comments, mentions, reactions)

📈 Built for teams that scale

Alano works for SMEs, and it’s also designed to support enterprise and corporate teams with scale, especially when you need structure, visibility, and consistent workflows across multiple users.

Who is Alano for?

Alano supports:

  • Startups and SMEs who want speed and simplicity

  • Growth, sales, and marketing teams who want execution + visibility

  • Larger teams that need scalable workflows, collaboration, and controls

  • Anyone who wants a business assistant experience, not a “heavy” system

Learn more

For product updates, feature highlights, and best practices, visit:

🌐 Website: https://www.alano.ai

📣 Social channels (LinkedIn: https://www.linkedin.com/company/alano-ai/) for tutorials, tips, and announcements

This user guideline will walk you through Alano’s features step by step and help you get the most out of an AI-powered CRM—starting from day one.

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