Getting started

Last Updated: 03.02.2026

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.

Last Updated: 03.02.2026

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.

Last Updated: 03.02.2026

With the Tasks tab, 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.

Last Updated: 03.02.2026

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.

Last Updated: 03.02.2026

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.

Last Updated: 03.02.2026

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.

Last Updated: 03.02.2026

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

Last Updated: 03.02.2026

AI in the CRM system helps you efficiently manage messages, emails, and CRM objects such as deals, contacts, and tasks. Use it to create content from scratch, edit existing text, generate replies, and improve interactions with customers.

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.

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.

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.