CRM

The CRM module is where you manage the customer records you are actively working on. Records come from leads promoted out of the Data Pool, or from customers you add manually or via Excel. Every CRM record has its own tabs for tasks, calendar, notes, calls, and email history, and records can be assigned to team members.

Ways to add records

Promoting leads (from the Data Pool)

In the Data Pool, select the leads you want to promote.
Run the Send to CRM bulk action. The lead's emails and phones are copied onto the CRM record.
Sending the same lead a second time does not create a duplicate; the existing record is updated instead. Previously deleted CRM records are detected and can be restored.
If the lead has Leads Enrichment data, the people found (name, job title, email, LinkedIn, etc.) are automatically added to the CRM record as contact cards.

Adding manually

On the CRM page, click the + Add Customer button.
Enter the business name and country/state/city; at least one email address is required, phone numbers are optional. You can add multiple emails and phones.
Save. You can list manual records separately in the table using the Manual Records filter.

Bulk import (Excel)

Click Bulk Add Customers and first download the ready-made .xlsx template (columns: email, business_name, gsm, category, country, city, state, business_link).
Upload your filled-in file; the email field is required on every row, and invalid rows are listed with their row numbers.
Submit with Import. Records are processed in chunks of 250; emails that already exist in the system are skipped, and a result summary (succeeded / skipped / failed) is shown.

Manual and bulk additions are subject to your plan's CRM record limit. On the Free plan you can add 25 manual CRM records; once the limit is reached, the app shows a limit dialog and asks you to upgrade. See the /pricing page for paid plan limits.

Working in the record detail

When you open a CRM record you see five tabs:

Tab	What you do there
Tasks	Create, assign, and update the status of tasks attached to the record
Calendar	View the record's tasks and events in a calendar view
Notes	Add, edit, and delete free-text notes
Calls	Log and update phone calls made
Emails	See the campaign/email history sent to this record

You can also edit the record's email and phone lists, add contact cards to the record, and assign the record to team members. Every record has its own detail page at a /crm/ID style URL.

Access and permissions

Members arrive with the crm permission by default and only see the records assigned to them.
A member with the view_all_crms permission enabled can see all CRM records in the workspace.
If you open the detail page of a record you have no access to, you see a "no access" message.

Mini scenarios

A sales rep wants to track their daily calls: They open the CRM records assigned to them, log the outcome in the Calls tab after every conversation, create a task due tomorrow in the Tasks tab for customers needing follow-up, and write negotiation details in Notes.

A marketer wants to move a trade-fair list into the CRM: They adapt their 800-row Excel list to the template and upload it via Bulk Add Customers; 780 records are added and 20 are skipped because they already exist in the system. They then distribute the records between two members of the sales team.