CRM system setup
Explore the fundamentals and features of SendPulse's CRM system
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CRM system basics
Last Updated: 16.04.2025
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.
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Pipeline basics
Last Updated: 13.03.2025
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.
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Task board basics
Last Updated: 13.03.2025
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.
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How to set a currency in the CRM system
Last Updated: 11.03.2025
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.
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How to automate CRM system management
Last Updated: 25.04.2025
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.
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How to manage team members
Last Updated: 13.03.2025
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.
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