CRM

Contacts and companies, leads, deals, activities, invoicing, projects and your inbox.

46 articles · Updated October 12, 2026

Getting started

What CRM does: the modules, the menu and who can do whatCRM keeps your contacts and companies, leads, deals, activities, invoices, projects and e-mail in one place — what each module is for, where it is in the menu and what each role can do.Read the article

Who sees which records: your own, shared and the managerIn CRM a salesperson sees their own records, the ones shared with them and the ones nobody owns; a manager sees everything. How sharing works, why a share is view only and what a private contact is.Read the article

The dashboard: your day in one listWhat the CRM dashboard shows — today's activities and tasks, what is overdue, invoices past due, deals gone quiet, the next seven days — and the Get started steps of a new workspace.Read the article

Contacts and companies

Contacts: add, find, edit and work with a personAdd a contact and what each field means, find and filter the list, act on many contacts at once, and use the contact's page — its history, quick actions, deals, notes and files.Read the article

Import contacts from a CSV fileBring your contacts — and their companies, notes, tasks or deals — into CRM from a CSV file. How the AI maps the columns, how existing contacts are handled, the preview and how to undo an import.Read the article

Companies: the businesses your contacts work forAdd a company and its registration details, link its people, and use the company's page — the history of everyone who works there, its deals, invoices with what is owed, projects and files.Read the article

Contact lists: groups of contacts you chooseMake a list of contacts — for a newsletter, an event or a campaign — add people to it from the contacts list or by import, take them out, and act on everyone in it at once.Read the article

Merge duplicate contactsWhen the same person is in CRM twice, merge the two contacts into one — what moves across, what is kept, and what happens to the other record.Read the article

Export your data: contacts as CSV and the whole workspaceDownload selected contacts as a CSV file, export every module of the workspace as a ZIP for your records or to move to another system, and what each export contains.Read the article

Leads

Leads: the people who got in touch, from first contact to a dealA lead is one person's interest — where leads come from, the queue New, Contacted, Qualified and Disqualified, how qualifying turns a lead into a deal and how to close one with a reason.Read the article

Deals and pipelines

Deals: what you sell, to whom and for how muchCreate a deal and fill in its value, currency, pipeline and stage, the customer and the people involved; the deal's page with its next step, notes and history.Read the article

The deals board: move deals through the stagesThe board shows the open deals of one pipeline as cards in columns — the total and weighted value of each stage, drag a deal to the next stage, close it as won or lost, and the filters.Read the article

Won and lost deals: close a deal, reopen it, and the reportMark a deal won or lost — a lost deal always says why — reopen a closed deal, what to do after a win, and the Won and lost report with the win rate and the reasons you lose.Read the article

Pipelines and stages: set up how you sellA pipeline is the series of stages a deal goes through. See how each pipeline performs, and — as a manager — create pipelines, set their stages and probabilities, when deals go quiet, and the reasons offered when a deal is lost or a lead disqualified.Read the article

Activities and calendar

Activities: calls, meetings, tasks and what comes nextPlan and log calls, meetings, tasks, e-mails and deadlines, link them to a contact, company, lead or deal, invite people, set reminders, mark them done with an outcome and keep a next step on every deal.Read the article

The activities calendarSee your activities by day, week or month, create one by selecting a time, move it by dragging, change its length, and — as a manager — see a colleague's or the team's calendar.Read the article

The activity report: what got doneThe activity report counts what was done in a period — by type, week, person and outcome — what is overdue now, how late things get done and how many open deals have nothing planned, with a CSV export.Read the article

Activity types: the kinds of activities and their outcomesRename the activity types, add your own, set their default length and the outcomes asked for when one is done, hide the ones you do not use and change their order.Read the article

Invoicing

Before your first invoice: your company details, numbering and VATFill in your company's details once — name, ЕИК and address are required to issue an invoice — then set the first number, the currency, the language, the payment terms and the VAT rate your invoices start with.Read the article

Create an invoice: the customer, the lines, VAT and the due dateA new invoice starts as a draft with the next number. Pick the contact and the company, add products or your own lines with quantity, price, VAT and discount, check the due date and issue it.Read the article

Edit or correct an invoice, and re-issue it to the current recipientA draft can be changed freely. An issued invoice can be corrected — every change is recorded and the invoice is marked Corrected — and re-issued with the recipient's company details as they are today.Read the article

Send an invoice by e-mail, with the PDF and the portal linkSend Invoice e-mails the invoice from your own mailbox, with the PDF attached and a link to the customer portal. Pick a template, reuse a previous e-mail, add copies and files — the draft becomes issued.Read the article

Payments: record a payment, a partial payment, Mark as paidRecord each payment the customer makes — in full or in parts — with its date, method and reference. The invoice shows what is still owed and turns Paid when nothing is left; the customer gets a confirmation.Read the article

Proforma invoices: the PF- series and converting to an invoiceA proforma is an offer to pay, not a tax document. It has its own PF- numbers, is not owed and gets no reminders. When the customer pays, Convert to invoice makes the tax invoice with the next number.Read the article

Credit and debit notes: correct an issued invoiceA credit note lowers what an invoice asks for — a return, a discount, a mistake — and a debit note raises it. Make one from its invoice, issue it, send it to the customer and apply it to the invoice.Read the article

Recurring invoices: invoice the same customer on a scheduleA recurring schedule issues a copy of a template invoice every day, week, month or year — to the template's customer, with the next number, and if you want, e-mails it on its own.Read the article

Payment reminders: before the due date, when overdue, escalationsCRM can e-mail your customers before an invoice is due, every few days once it is overdue, and a firmer message after a set number of days. Reminders are off until a manager starts them.Read the article

The invoice list and board: statuses, filters and bulk actionsThe List finds any invoice by number, customer, status, type and date, and acts on several at once. The Board shows invoices by status — drag a card to issue it or record its payment.Read the article

Receivables: what customers owe and for how longThe Receivables report shows what customers owe today, how much of it is overdue and by how long, who owes the most and which invoices are the oldest — with a CSV and a scheduled e-mail.Read the article

The customer portal: where your customers see and pay their invoicesEvery invoice e-mail carries a link to the customer portal, where the customer sees their invoices and notes, downloads the PDFs and finds how to pay. Links last up to 90 days; you can send a new one at any time.Read the article

Invoicing settings: every tab explainedInvoicing settings has six tabs — your company, the defaults and reminders, the reminders sent, currencies and rates, invoice custom fields and the customer portal. What each one does and who can change it.Read the article

Products

Products and categories: your price list on invoicesKeep your products and services with their prices, units and VAT, group them in categories, import them from a CSV, and pick them on an invoice line instead of typing them each time.Read the article

Projects

Projects: the work you deliver, its team, budget and due dateA project holds the work you deliver for a customer — its tasks, milestones, logged time and team. Its members and managers see it; its health, budget used and progress are on its page.Read the article

Tasks: assign, follow and complete the work in a projectEvery task belongs to a project. Give it to one or more people, a due date, a status and a priority; follow it in a list or on a board, and see your own tasks in one place.Read the article

Time tracking: the timer, manual entries and billing your timeLog time with the timer or by hand, on a project and a task, with an hourly rate. Billable time becomes a draft invoice with Bill time, and the rate counts toward the project's budget used.Read the article

Project views: overview, timeline, team workload and milestonesA project's tabs show how it is going — health, forecast, burndown and time — the timeline of milestones and tasks, who carries how much work, and the milestones you mark achieved or missed.Read the article

E-mail and sequences

Your mailbox in CRM: connect it, personal or shared, syncConnect your mailbox with IMAP and SMTP so CRM shows your mail with each contact and you send from your own address. A mailbox is personal unless you share it; CRM checks it for new mail every minute.Read the article

Inbox: read, reply, write and schedule e-mail in CRMInbox shows the mail of your mailboxes as conversations, next to what CRM knows about the person — their contact, deals and invoices. Reply, reply all, forward, write, schedule, snooze and archive.Read the article

E-mail templates: reusable texts with variablesSave the e-mails you write again and again as templates, with variables like the contact's first name that CRM fills in. Keep them for yourself or share them with the team, and use them in Inbox, sequences and invoices.Read the article

Sequences: a series of e-mails that stops when the person repliesA sequence sends a contact or a lead a series of e-mails from your mailbox — the first today, the next after a few days — within your sending hours. A reply stops it for that person.Read the article

Knowledge and reports

Knowledge: ask questions about your CRM records and filesKnowledge answers questions in plain words from your CRM — contacts, companies, deals, leads, notes, activities, projects and tasks — and the files you upload, citing where each answer comes from. It sees only what you can see.Read the article

Reports: the seven reports, CSV and e-mailing them on a scheduleReports gathers the funnel, won and lost deals, pipeline analytics, revenue by month, receivables, logged time and the activity report. Each shows the records you can see, downloads as CSV and can be e-mailed every morning, week or month.Read the article

Settings

Workspace settings: currency, time zone, Push e-mail, calendars, AI and data exportThe workspace's own settings — its currency and time zone, the demo data, sending system e-mails through Push, the calendar connections for everyone, the AI prompts and the full export of your data.Read the article

Users, tags, activity logs and trashSee who is in the workspace and with what CRM role, keep the tags your team uses, look up who changed what in the activity logs, and bring back or empty what was deleted.Read the article

My settings: your notifications, mailbox and calendarYour own settings in CRM — which notifications also come by e-mail, the mailboxes you read and send from, and the Google or Outlook calendar your activities sync with, with how your calendar looks.Read the article

Troubleshooting

CRM troubleshooting: the problems people hit mostWhat to check when you do not see a record or a menu, an invoice will not issue, mail does not sync or send, a reminder does not go out, an import fails or the workspace is read-only.Read the article

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