The short answer

Customers CRM combines contact data, sales stages, communications and outreach tools. The features shown depend on connected phone and email services.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Review the action bar

    Use New Customer, Import CSV, CSV Template, AI Advanced Import, Export CSV, Email Settings, Templates, Campaigns, Custom Email and Refresh.

  2. Review Pipeline Overview

    See counts for Lead, Prospect, Customer and Inactive records. These values come from each contact’s Status.

  3. Use the customer table

    Review Name, Contact, Company, Status, Deal, Tags, Next Follow-up and Actions. Choose 25, 50 or 100 rows per page.

  4. Open related tools

    Use row actions for details, calling, SMS, custom email, webinar scheduling, document creation, editing or deletion.

  5. Open Automations

    Use the CRM sidebar to design and save workflow plans. Current runs record a simulated execution summary; they do not send calls, SMS or email.

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