CRM

CRM system setup

• CRM system basics

  Last Updated: 18.08.2025

  The CRM system is a SendPulse tool where you can manage customer interactions and collaborate with your team. Using the CRM system, you can handle sales, store customer data, and organize your company's workflow.

• Pipeline basics

  Last Updated: 09.07.2025

  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.

• Task board basics

  Last Updated: 09.07.2025

  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 the Kanban or List mode.

• Set a currency in the CRM system

  Last Updated: 09.07.2025

  In SendPulse's CRM system, you can set a currency to store sales data. This feature can help businesses operating in international markets accurately manage their income in multiple currencies.

• Automate CRM system management

  Last Updated: 27.10.2025

  CRM automation helps reduce manual tasks and simplify your workflow. Automatically create contacts, deals, and tasks, update field data, and send messages to clients and managers after specific events in the CRM system or other SendPulse tools.

• Manage team members

  Last Updated: 24.10.2025

  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.

• Manage CRM section visibility

  Last Updated: 09.07.2025

  Account owners can hide features in the CRM system to limit specific team members' access to them.

Lead sources

• Overview of CRM variables

  Last Updated: 27.10.2025

  With CRM variables, you can save and manage contact, deal, and task data. They also allow you to personalize your automated flows and set action conditions or parameters based on real-time values.

• Transfer UTM tags from website subscription and payment forms to CRM

  Last Updated: 02.07.2025

  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.

• Sources of automatically added deals and contacts

  Last Updated: 21.08.2025

  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.

Deal management

• Create a deal

  Last Updated: 02.07.2025

  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.

• Edit your deal

  Last Updated: 02.07.2025

  To manage deals effectively, it’s important to keep them up to date. You can edit your deal name, amount, due date, fields, contact information, and files.

• Change a deal stage

  Last Updated: 02.07.2025

  While working on a deal, you can change its stage to keep your team informed about its progress. This allows you to ensure data freshness and improve team collaboration.

• Add a quick deal

  Last Updated: 02.07.2025

  You can add a quick deal directly at the desired stage (status) of the kanban board. Use it to quickly add a deal while you are communicating with a lead. This kind of deal has fewer fields to fill out.

• Manage deals

  Last Updated: 02.07.2025

  To optimize your resources and better monitor your workflows, you can change deal stages and assignees and complete, delete, or share deals.

• Manage closed deals

  Last Updated: 02.07.2025

  In the SendPulse CRM, you can view and filter completed deal data and reopen deals.

Deal viewing

• View deals

  Last Updated: 24.10.2025

  You can track deals and their data at all deal stages. In this article, we will talk about how to find your deals, select a view mode, and view deal cards and linked information.

• Find deals using filters

  Last Updated: 03.07.2025

  To quickly access your deals, use deal filter criteria. You can also save your frequently used filters and automate the search process.

• Work with deal history and comments

  Last Updated: 18.08.2025

  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.

• Work with the calendar

  Last Updated: 03.07.2025

  Using the calendar in our CRM system, you can view deals by date to effectively manage resources and schedule deadlines.

• Export deals

  Last Updated: 03.07.2025

  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.

Pipeline settings

• Manage deal fields

  Last Updated: 03.07.2025

  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.

• Manage tabs in deal cards

  Last Updated: 03.07.2025

  Tabs help organize information within deal cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.

Other (depr)

Task management

• Create a task

  Last Updated: 03.07.2025

  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.

• Update tasks

  Last Updated: 03.07.2025

  To manage tasks effectively, it is essential to keep their information up to date. You can do this by updating task data, changing statuses, tracking progress, and communicating with your team.

• Complete a task

  Last Updated: 03.07.2025

  Completing a task is the final task management stage that records task outcomes. Afterward, you can store, organize, and analyze your completed task data.

• Set a task stage

  Last Updated: 03.07.2025

  You can update task statuses to clarify their current stages for other team members and improve interactions within your team.

• Manage task templates

  Last Updated: 03.07.2025

  If you need to do the same task regularly, you can set it on repeat. These tasks are saved as templates, and duplicates will appear on your board as their scheduled date and time approach.

Task viewing

• Find tasks using filters

  Last Updated: 23.07.2025

  To quickly find your tasks, use search filter criteria. You can also save frequently used filters to automate your search process.

• View tasks

  Last Updated: 23.07.2025

  You can monitor your tasks and their data as they progress. In this article, we will overview how to navigate to your task board, select a display mode, and view task cards and their associated data.

• Work with task history and comments

  Last Updated: 18.08.2025

  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.

• Work with the calendar

  Last Updated: 23.07.2025

  Using the calendar in our CRM system, you can view tasks by date to effectively manage resources and schedule deadlines.

• Export tasks

  Last Updated: 23.07.2025

  You can export tasks from SendPulse’s CRM system as a file to save key information, share it with other team members, create reports, or process it as a spreadsheet. This helps you analyze workload, allocate resources, or integrate with external systems.

Board settings

• Manage task attributes

  Last Updated: 03.07.2025

  You can add fields and tags to tasks to capture additional information. For example, you can add task type, mark it as important, and estimate labor costs to ensure effective project management.

• Manage tabs in task cards

  Last Updated: 03.07.2025

  Tabs help organize information within task cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.

Contacts

• Create a contact

  Last Updated: 03.07.2025

  CRM contacts allow you to store and manage customer data, communicate effectively, track interactions, personalize marketing, and enhance customer service.

• View contacts

  Last Updated: 24.10.2025

  You can view information about all your contacts in a list, individually, and in the Companies tab. Customer data analysis allows you to get a full understanding of customer engagement, single out their needs, and track their request history.

• Search contacts by filter

  Last Updated: 03.07.2025

  Contact filters can help you easily find and organize customer data in the CRM system, group contacts by various criteria, and improve your workflow.

• Edit contacts

  Last Updated: 24.07.2025

  Make sure to update your CRM contacts' phone numbers or company information to increase communication effectiveness, enhance customer service, and make better management decisions.

• Manage contacts

  Last Updated: 03.07.2025

  Since your contacts’ statuses, data, and assigned team members often change, it’s important to keep your database up-to-date. You can do this by editing or removing contacts and reassigning them to other team members.

• Reach a contact

  Last Updated: 18.08.2025

  To maintain good customer relationships and address their needs promptly, you can reach out to them in the CRM system. You can do this directly from contact cards via chatbots or email.

• Block and unblock a student in the Courses section

  Last Updated: 03.07.2025

  You can block student contacts from the Courses section so that they cannot re-register and take your courses. Also, blocked students are not included in your pricing plan.

• Work with contact history and comments

  Last Updated: 18.08.2025

  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.

• Remove duplicate contacts

  Last Updated: 03.07.2025

  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.

• Export contacts

  Last Updated: 03.07.2025

  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.

• Manage contact attributes

  Last Updated: 03.07.2025

  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 a client, and so on. Also, you can make use of these data points for personalized communication.

• Manage tabs in contact cards

  Last Updated: 03.07.2025

  Tabs help organize information within contact cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.

• Import contacts to your CRM

  Last Updated: 03.07.2025

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

Companies

• Create a company

  Last Updated: 03.07.2025

  The Companies section can help you organize customer data by companies rather than individual contacts. Companies can be sorted by various parameters such as industry, size, and location.

• View companies

  Last Updated: 03.07.2025

  In this article, we will talk about how to manage your list of companies in the CRM system effectively, including how to view your list of companies, use search filters, and access companies in contact, deal, and task cards.

• Manage company data

  Last Updated: 03.07.2025

  To manage deals effectively, it’s important to keep them up to date. You can change a company’s name, fields, and contact information, edit files, and leave comments.

• Manage company fields

  Last Updated: 03.07.2025

  You can add fields with more information about a company’s industry, products or services, size, and other data that will help you understand its needs.

Payments

• Create and use promo codes

  Last Updated: 24.10.2025

  You can add promo codes that customers can apply when making a purchase through the payment form or shopping cart on your SendPulse-powered website. This helps attract a larger audience and increase sales.

• View payment data

  Last Updated: 24.10.2025

  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.

• Generate payment links in CRM

  Last Updated: 03.07.2025

  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.

Products

• View products in deals

  Last Updated: 13.08.2025

  When a customer places an order on your website or follows a payment link, the CRM system creates a deal with your selected name and linked contact. In the Products and Payments tabs, the deal will show purchase details.

• Add a product

  Last Updated: 02.07.2025

  The Products section allows you to manage your online store’s stock and interact with potential customers in the CRM system. In this section, you can add new products and classify them by parameters and categories.

• Use categories

  Last Updated: 02.07.2025

  Categories in the Products section can help you organize and manage your stock more efficiently and find what you need quickly.

• View products

  Last Updated: 02.07.2025

  In the Products section, you can find and view your products. Let’s talk about the filters that can help you find products quickly and the product data you can view.

• Add hidden product fields

  Last Updated: 02.07.2025

  Hidden fields store data that's not visible to visitors on your product pages. They're designed to send metadata to external tools, such as payment systems, that you've integrated.

• Manage products

  Last Updated: 02.07.2025

  To effectively manage products in the CRM system, you can edit their characteristics and move them between categories. This will help keep the data up-to-date, optimize information organization, and simplify the search process.