CRM system basics

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.

CRM system features:

• Convenience. All your information is centralized.
• Resource optimization. You can automate most of your company’s routine workflows.
• New promotion opportunities. Use websites and pop-ups integrated with the CRM system to advertise your products.
• Automation. Communicate with customers through chatbots, email, and SMS.
• Security. Set different access levels for team members to ensure smooth collaboration.

To get started, log in to your SendPulse account and go to the CRM section. On the left sidebar, you will see tabs with the tool features.

In this article, we will talk about the main CRM system features.

Configure CRM settings

Configure CRM settings

A well-configured CRM system starts with a pipeline and a set of deals. This helps map out your customers' journey from first interactions to purchase.

Create a pipeline

Add pipeline stages to easily track changes and view them as a Kanban board, list, or calendar.

Read more: Pipeline basics and How to change a deal stage.

Add deals

Within your pipeline, add deals, assign team members to them, add customer data, include notes, and view deal history.

Read more: How to create a deal, How to edit your deal, and How to manage deals.

You can also create deals and update data automatically using other SendPulse tools.

Read also: Sources of automatically added deals and contacts.

Add deal fields to your pipeline settings to store key data. You can also group fields into relevant tabs in deal cards.

Add contacts

Store all customer data in CRM contacts. Every contact has a card with information about customer interactions, phone numbers, email addresses, comments, message history, calls, and related deals.

You can also export contacts to a file, import them to the CRM system, and remove duplicates.

Read more: How to manage contacts, How to create a contact, and How to edit contacts.

You can also create contacts and update their data using other SendPulse tools.

Read also: Sources of automatically added deals and contacts.

Process contact data

Add contact fields and tags to your settings to store key data and segment customers. You can also group fields into relevant tabs in contact cards.

Link contacts to tasks and deals to manage different parts of your workflow.

To reach a contact directly through the CRM system, use integrations.

Track tasks

Create a board in the CRM system to follow task progress and delegate responsibilities across your team.

Create a task board

Organize your company's workflow by assigning specific tasks to team members. All tasks are stored on boards and categorized by their status.

Read also: Task board basics.

Add a task

Every task is a card where you can outline requirements, set deadlines, and assign team members. Create and use templates based on your previous tasks.

Add task fields and tags to your settings to store workflow details. You can also group fields into relevant tabs in task cards.

Configure eCommerce

Create products to store up-to-date stock information and integrate with your website and chatbots. You can add text and images to product descriptions and create categories to optimize your online store.

View data about payments processed through the CRM system, including payment statuses, payer data, and transaction date and time.

Read more: Products and How to view payment data.

Integrate third-party tools

Use tools like Binotel, Ringostat, and Google Calendar.

You can also connect your corporate email inbox to view and respond to emails directly through the CRM system.

Upload files

Add essential files and share them with your team.

Using the file manager, you can create folders, add files in various formats, and attach them to contacts, tasks, and deals.

Distribute access rights in your team

Share access to SendPulse tools and company information with specific team members to ensure data security.

Read also: How to manage team members.

View performance

Monitor progress and performance easily using a dashboard with charts and key deal and task statistics.

Read more: How to view CRM statistics.

SendPule offers multiple pricing plans, so you can pick the one that suits you best. Learn more about every pricing plan on our pricing page — you can also use the CRM system for free.

Create automated flows

You can use Automation to run automated flows based on events from the CRM system and other SendPulse tools. Create new deals, contacts, and tasks, update fields and tags, change deal and task stages, and send messages to clients.

In the CRM section, go to your pipeline, task board, or the Contacts tab. Click the flow icon. Click Create flow and set up your automated flow.

Read also: How to automate CRM system management, How to automate CRM deal management, How to automate CRM contact management and How to automate CRM task management.

Choose a pricing plan

You can try SendPulse for free. You can choose a paid pricing plan to unlock more features. The price is based on your team member count, number of pipelines, and more. Using our custom pricing plan builder, you can also buy a custom toolkit that aligns with your specific needs.

Last Updated: 09.05.2025