CRM

Deals

  • CRM system basics

    Last Updated: 25.11.2024

    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: 02.10.2024

    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 create a deal

    Last Updated: 26.07.2024

    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 edit your deal

    Last Updated: 30.08.2024

    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.

  • How to change a deal stage

    Last Updated: 31.10.2024

    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.

  • Sources of automatically added deals and contacts

    Last Updated: 09.10.2024

    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 transfer UTM tags from website subscription and payment forms to CRM

    Last Updated: 05.08.2024

    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.

  • How to view deals

    Last Updated: 05.07.2024

    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.

  • How to add a quick deal

    Last Updated: 05.07.2024

    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.

  • How to manage deals

    Last Updated: 12.11.2024

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

  • How to find deals using filters

    Last Updated: 02.10.2024

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

  • How to manage team members

    Last Updated: 29.07.2024

    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 fields

    Last Updated: 26.07.2024

    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 work with deal history and comments

    Last Updated: 26.07.2024

    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.

  • How to manage closed deals

    Last Updated: 02.10.2024

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

  • How to work with the calendar

    Last Updated: 26.07.2024

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

  • How to export deals

    Last Updated: 05.11.2024

    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: 03.10.2024

    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.

  • How to create a task

    Last Updated: 03.10.2024

    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 find tasks using filters

    Last Updated: 03.10.2024

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

  • How to update tasks

    Last Updated: 15.11.2024

    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.

  • How to view tasks

    Last Updated: 03.10.2024

    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.

  • How to complete a task

    Last Updated: 03.10.2024

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

  • How to set a task stage

    Last Updated: 31.10.2024

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

  • How to manage task attributes

    Last Updated: 03.10.2024

    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.

  • How to work with task history and comments

    Last Updated: 03.10.2024

    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: 03.10.2024

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

  • How to manage task templates

    Last Updated: 03.10.2024

    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.

Contacts and companies

Contacts

  • How to create a contact

    Last Updated: 09.08.2024

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

  • How to view contacts

    Last Updated: 12.08.2024

    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.

  • How to search contacts by filter

    Last Updated: 13.08.2024

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

  • How to edit contacts

    Last Updated: 30.08.2024

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

  • How to manage contacts

    Last Updated: 26.11.2024

    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.

  • How to reach a contact

    Last Updated: 08.08.2024

    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.

  • How to block and unblock a student in the Courses section

    Last Updated: 09.08.2024

    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.

  • How to work with contact history and comments

    Last Updated: 09.10.2024

    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: 09.08.2024

    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: 05.11.2024

    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 manage contact attributes

    Last Updated: 09.08.2024

    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.

  • How to import contacts to your CRM

    Last Updated: 19.08.2024

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

Companies

  • How to create a company

    Last Updated: 26.11.2024

    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.

  • How to view companies

    Last Updated: 11.07.2024

    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.

  • How to manage company data

    Last Updated: 12.07.2024

    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.

  • How to manage company fields

    Last Updated: 11.07.2024

    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.

Integrations

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

    Last Updated: 16.05.2024

    Synchronizing your Gmail inbox and CRM system can help you manage your emails, automatically collect and update customer data, and process and delegate customer requests. This makes it easier to analyze and track your interactions with clients and partners.

  • How to integrate Google Calendar with the SendPulse CRM

    Last Updated: 29.05.2024

    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: 05.08.2024

    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.

eCommerce

Payments

  • How to view payment data

    Last Updated: 07.08.2024

    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.

  • How to generate payment links in CRM

    Last Updated: 12.11.2024

    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

  • How to add a product

    Last Updated: 27.11.2024

    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.

  • How to use categories

    Last Updated: 27.11.2024

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

  • How to view products

    Last Updated: 31.08.2024

    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.

  • How to manage products

    Last Updated: 27.11.2024

    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.

Statistics and Analytics

  • How to view CRM statistics

    Last Updated: 26.11.2024

    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.

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