18 docs tagged with "crm"

See real-time sales activities across your CRM—emails, notes, calls, meetings, and tasks—in one place.

Create, send, and track email marketing campaigns in Business App. Build audiences with CRM contacts and lists, personalize emails, and improve deliverability.

Manage organizations in your CRM. Create, enrich, and segment companies; associate contacts and opportunities; and log sales activity.

Manage people you engage with. Import/export, organize, and take action on contacts across campaigns, tasks, and opportunities.

Centralize contacts, companies, and opportunities in Business App CRM. Use CRM AI Standard and Pro for an AI Sales Assistant, conversation intelligence, and sales coaching.

Create custom CRM modules to track industry-specific data like equipment, properties, vehicles, or pets alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Connect Gingr to Business App to automatically sync customer data into your CRM when a reservation is checked out.

Learn how to organize your event types into Groups and Service Menus to give customers a single link where they can choose the right meeting or service.

Learn how to send Yesware email campaigns (sequences, drip campaigns) to Business App CRM contacts. Step-by-step setup, integration, sending limits, and automation best practices included.

Learn how to view, manage, and filter all scheduled meetings across your team from a single list view in My Meetings.

Create static or smart lists to segment contacts and companies, trigger automations, and streamline CRM workflows.

Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.

Create booking links, manage availability, and track meetings from within the CRM.

Track and manage potential revenue using opportunities in your sales pipeline.

Automatically pause campaigns for contacts or companies when leads go cold, bounce, or no longer qualify.

Learn how to send a meeting request email directly from a contact's profile in the CRM so they can pick a time that works for them.

Create, prioritize, and complete tasks from CRM records or the task table, with filters, views, and a task queue.

Learn how to set up and manage team booking links for My Meetings in the Business App.