CRM

Deals

  • Pipeline Basics

    Last Updated: 04.12.2023

    A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.

  • How to Work with Deals

    Last Updated: 28.12.2023

    A deal is a card in your CRM dashboard that helps you evaluate your interactions with customers at different stages of the sales funnel. The main task of a CRM platform is to record all the requests from leads in the sales pipeline.

  • How to Work with Deal History and Comments

    Last Updated: 22.11.2023

    When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.

  • Sources of Automatically Added Deals and Contacts

    Last Updated: 22.11.2023

    You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, pop-ups, subscription forms in SendPulse, and other services.

  • How to Generate Payment Links in CRM

    Last Updated: 22.11.2023

    You can create payment links in your CRM system and share them with customers. This will make their payment process more comfortable, and your accountants will have another tool for reporting.

  • How to Work with the Calendar

    Last Updated: 31.03.2023

    With the help of our CRM calendar, you can view your deals by date to manage your resources more efficiently and see how much time you need to complete a deal.

  • How to View CRM Statistics

    Last Updated: 21.09.2023

    With the help of a CRM dashboard, you can view aggregated visual representations of information on all your pipelines, deals, and team members to monitor and analyze work efficiency.

  • How to View Closed Deals

    Last Updated: 31.03.2023

    In SendPulse CRM, you can view and filter information on closed deals, as well as reopen closed deals to work.

  • How to export deals

    Last Updated: 01.03.2024

    You can export certain deal data from your CRM system to a file to use them for reporting, process them in a table, or import them to other storage services. You can also transfer deals to another pipeline and continue working with them there.

Tasks

  • Task Board Basics

    Last Updated: 05.12.2023

    With the “My tasks” feature, you can plan and manage your team’s internal workflow. Create tasks for you and your team members, and track their progress using a task board in “Kanban” mode or by specific criteria using the “List” view.

  • How to Create a Task

    Last Updated: 04.12.2023

    To achieve your project’s goals, you can divide all the work you have to do into specific steps and create tasks for each of them. In the task card, specify the action that needs to be performed, requirements and expected results, assignees, deadlines, and other useful information.

  • How to Work with Tasks

    Last Updated: 16.02.2024

    You can change the status of the task you’re working on by moving it around the board, leave comments, view history, and edit its basic information in the task card.

  • How to Work with Task History and Comments

    Last Updated: 02.06.2023

    When managing projects, you need to track a multitude of tasks and interact with your team. To build your workflows effectively, you can view task history, leave comments, and attach documents to discuss them with the team.

  • How to Work with the Calendar

    Last Updated: 31.10.2022

    With the help of our CRM calendar, you can view your tasks by date to manage your resources more efficiently and see how much time you need to complete a task.

Contacts

  • How to Manage Contacts

    Last Updated: 01.03.2024

    You can track your work with contacts, view your interaction history, and see the progress of work with your deals. If necessary, you can manually add new data, leave comments, or contact the client directly.

  • How to Work with Contact History and Comments

    Last Updated: 27.07.2023

    When working with clients, you need to track a multitude of contacts and interact with your team. To build your workflows effectively, you can view contact history, leave comments, and attach documents to discuss them with the team.

  • How to Remove Duplicate Contacts

    Last Updated: 21.09.2023

    You can remove duplicates to keep customer information up-to-date, avoid sending marketing emails to the same users multiple times, and make contact navigation easier for managers. Merge duplicate contacts’ data using their first and last name, email address, and phone number.

  • How to Export Contacts

    Last Updated: 13.03.2023

    You can export contacts from your CRM system to a file to save certain data points, process them in a table, or import them to other storage services if necessary. You can also transfer contacts to the bulk email service and stay in touch with your clients.

  • How to Import Contacts to Your CRM

    Last Updated: 21.09.2023

    You can import contacts with fields into your CRM to add new contacts or update information for existing contacts.

Settings

  • How to Manage Team Members

    Last Updated: 01.03.2024

    You can invite a team to work together on a project. Delegate the tasks to your team members so that they work with your tasks, clients, and deals.

  • How to Manage Deal Attributes

    Last Updated: 27.07.2023

    You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

  • How to Manage Task Attributes

    Last Updated: 27.07.2023

    You can add fields to deals to capture additional information. For example, you can add your contact’s location, preferences, status, etc., and use this data to personalize your messages.

  • How to Manage Contact Attributes

    Last Updated: 27.07.2023

    You can add fields and tags to contacts to capture additional information. For example, you can add the location of your contact, their preferences, indicate the status of the client, and so on. Also, you can make use of this data for personalized communication.

  • How to Transfer UTM Tags from Website Subscription and Payment Forms to CRM

    Last Updated: 03.11.2023

    If a customer has filled out a subscription form, made a payment on your SendPulse-based website, or signed up for your course, you can set up UTM tags to be stored in CRM contact fields. This will help you get additional information about customers and create individual contact segments for further interaction with them.

Integrations

  • SendPulse Mail Integrations

    Last Updated: 21.02.2024

    How to connect your Gmail inbox to the SendPulse CRM system.

  • How to Integrate Google Calendar with the SendPulse CRM

    Last Updated: 21.09.2023

    You can integrate your CRM system with Google Calendar. This will allow you to add events from your calendar to a CRM task and vice versa so that your teammates do not miss important company events.

  • How to Connect Binotel to Your CRM System

    Last Updated: 22.09.2023

    A CRM integration with Binotel allows you to receive and make calls, assign managers, and save and play back the recordings of your phone calls. All this will help you improve customer service and increase business efficiency.

E-commerce

  • How to view payment data

    Last Updated: 01.03.2024

    All payments processed through SendPulse or third-party tools are automatically logged in your CRM system. This feature allows you to monitor customer payments, access contact and product data, and maintain accurate accounting records.

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